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Walmart Inc

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: 97120 (+23)

17% more capital invested

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

5% more funds holding

Funds holding: 2,1802,292 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
1001
Greatmark Investment Partners
Georgia
$2.44M +$76.8K +1,728 +3%
BHBT
1002
Burke & Herbert Bank & Trust
Virginia
$2.44M -$3.2K -72 -0.1%
BFG
1003
Beacon Financial Group
Texas
$2.44M +$33.3K +750 +1%
WBC
1004
West Branch Capital
Massachusetts
$2.43M +$168K +3,771 +8%
WCM
1005
Wunderlich Capital Managemnt
Tennessee
$2.43M -$56.7K -1,275 -2%
AWM
1006
Aries Wealth Management
Maine
$2.43M -$17.6K -396 -0.8%
AF
1007
Advisornet Financial
Minnesota
$2.42M -$177K -3,972 -7%
KA
1008
Kovack Advisors
Florida
$2.42M +$312K +7,026 +16%
ST
1009
Smithfield Trust
Pennsylvania
$2.41M +$416K +9,351 +22%
1WA
1010
180 Wealth Advisors
Washington
$2.4M -$12.1K -273 -0.5%
ACG
1011
Allen Capital Group
Nebraska
$2.4M +$1.44M +32,322 +191%
MMHP
1012
Murphy Middleton Hinkle & Parker
Georgia
$2.4M -$114K -2,562 -5%
ET
1013
Equitable Trust
Tennessee
$2.4M +$92.8K +2,088 +4%
AFA
1014
Abacus FCF Advisors
Florida
$2.38M +$798K +17,955 +56%
BAMF
1015
BI Asset Management Fondsmaeglerselskab
Denmark
$2.38M -$885K -19,914 -28%
EHWM
1016
Eads & Heald Wealth Management
Georgia
$2.36M -$207K -4,662 -8%
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.36M +$321K +7,215 +17%
MAP
1018
Managed Asset Portfolios
Michigan
$2.36M +$2.25M +50,625 New
CS
1019
Candriam SCA
Luxembourg
$2.36M -$618K -13,890 -22%
TC
1020
Telemus Capital
Michigan
$2.36M -$33.6K -756 -2%
SIM
1021
Sterling Investment Management
Arizona
$2.36M -$482K -10,839 -18%
LNB
1022
Ledyard National Bank
$2.36M -$152K -3,420 -6%
PRC
1023
Pearl River Capital
Michigan
$2.35M +$1.32M +29,592 +143%
SWA
1024
SFMG Wealth Advisors
Texas
$2.34M +$329K +7,392 +17%
HBWM
1025
Hollow Brook Wealth Management
New York
$2.33M -$4.27K -96 -0.2%

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.