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Walmart Inc
WMT

2,292 hedge funds and large institutions have $119B invested in Walmart Inc in 2020 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 1,054 increasing their positions, 801 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 72

78% more call options, than puts

Call options by funds: $4.57B | Put options by funds: $2.57B

32% more repeat investments, than reductions

Existing positions increased: 1,054 | Existing positions reduced: 801

24% more funds holding in top 10

Funds holding in top 10: 97 → 120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,180 → 2,292 (+112)

0.6% more ownership

Funds ownership: 89.9% → 90.5% (+0.6%)

Holders
2,292
Holders Change
+112
Holders Change %
+5.14%
% of All Funds
46.24%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.42%
New
202
Increased
1,054
Reduced
801
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$518M
2
Morgan Stanley
Morgan Stanley
New York
+$355M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Bank of America
Bank of America
North Carolina
+$250M
5
AS
Altshuler Shaham
Israel
+$216M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$723M
2
GQG Partners
GQG Partners
Florida
-$417M
3
State Street
State Street
Massachusetts
-$318M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
976
Checchi Capital Advisers
California
$2.54M +$534 +12 +0%
SB
977
Strategic Blueprint
Georgia
$2.54M -$256K -5,760 -10%
DFA
978
Delta Financial Advisors
Louisiana
$2.54M +$3.47K +78 +0.1%
BWA
979
BDO Wealth Advisors
Florida
$2.54M -$30.8K -693 -1%
MIC
980
Means Investment Company
Maine
$2.54M +$182K +4,101 +9%
MWM
981
Mattern Wealth Management
Kansas
$2.54M -$203K -4,563 -8%
AIA
982
AIMZ Investment Advisors
California
$2.53M -$59.9K -1,347 -2%
SIG
983
Sargent Investment Group
Maryland
$2.52M -$27.2K -612 -1%
GCM
984
Gables Capital Management
Florida
$2.51M +$112K +2,517 +5%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$2.51M +$10.9K +246 +0.5%
EP
986
Eudaimonia Partners
Tennessee
$2.51M +$269K +6,045 +13%
DBIA
987
Dumont & Blake Investment Advisors
New Jersey
$2.5M +$46.1K +1,038 +2%
Walleye Trading
988
Walleye Trading
New York
$2.5M +$1.67M +37,563 +235%
TI
989
Trexquant Investment
Connecticut
$2.49M +$2.38M +53,445 New
IIC
990
Ironwood Investment Counsel
Arizona
$2.49M -$34.4K -774 -1%
BCM
991
Bayesian Capital Management
New York
$2.49M -$3.03M -68,100 -56%
MCM
992
Monument Capital Management
Virginia
$2.48M +$36.9K +831 +2%
GLA
993
Good Life Advisors
Pennsylvania
$2.47M +$36.5K +822 +2%
YIA
994
YHB Investment Advisors
Connecticut
$2.47M -$218K -4,902 -8%
VC
995
Veracity Capital
Georgia
$2.46M -$1.51M -33,948 -39%
OIA
996
Optimum Investment Advisors
Illinois
$2.46M -$175K -3,942 -7%
LS
997
Leelyn Smith
Illinois
$2.46M +$156K +3,510 +7%
BRWM
998
B. Riley Wealth Management
Tennessee
$2.45M -$921K -20,718 -28%
CIA
999
CSat Investment Advisory
Michigan
$2.45M +$838K +18,843 +56%
CTA
1000
Chesley Taft & Associates
Illinois
$2.45M +$2.34M +52,551 New
38 39
40
41 42

WMT Hedge Fund Activity: Q3 2020 in Review

2,292 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2020, worth a combined $119B — up 17% from $102B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new WMT positions and 72 closed out — a net gain of 130 holders — while 1,054 added to existing stakes and 801 trimmed.

The largest buyer was Norges Bank, adding an estimated $518M. The largest seller was Renaissance Technologies, cutting an estimated $723M.

  • 2,292 institutional investors held Walmart Inc (WMT) as of Q3 2020, up from 2,180 in Q2 2020.
  • Funds reported $119B of Walmart Inc stock for Q3 2020, up 17% quarter-over-quarter.
  • 202 funds opened new Walmart Inc positions in Q3 2020 and 72 closed out, a net change of +130 holders.
  • The largest Walmart Inc buyer in Q3 2020 was Norges Bank, an estimated $518M added.
  • The largest Walmart Inc seller in Q3 2020 was Renaissance Technologies, an estimated $723M sold.

Based on aggregated 13F filings for Q3 2020.