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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
SCCM
1026
Schafer Cullen Capital Management
New York
$2.33M -$142K -3,198 -6%
TFS
1027
Thoroughbred Financial Services
Tennessee
$2.31M +$69.9K +1,572 +3%
RAM
1028
Riggs Asset Management
Pennsylvania
$2.31M +$2.16M +48,579 +4,600%
DPIM
1029
Duff & Phelps Investment Management
Illinois
$2.31M
LFA
1030
Lighthouse Financial Advisors
Maryland
$2.31M +$139K +3,129 +7%
TPA
1031
Trivium Point Advisory
Connecticut
$2.3M +$220K +4,947 +11%
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$2.3M +$233K +5,238 +12%
DAM
1033
Deltec Asset Management
New York
$2.3M +$9.07K +204 +0.4%
LTI
1034
Laffer Tengler Investments
Tennessee
$2.3M +$367K +8,244 +20%
SWM
1035
SeaCrest Wealth Management
New York
$2.29M +$202K +4,545 +10%
NAM
1036
NTV Asset Management
West Virginia
$2.29M +$1.61M +36,105 +275%
HTHT
1037
Hemenway Trust Hemenway Trust
New Hampshire
$2.29M +$139K +3,135 +7%
SOAMC
1038
Spirit of America Management Corp
New York
$2.29M +$53.4K +1,200 +3%
MCP
1039
Mirador Capital Partners
California
$2.28M +$2.18M +48,948 New
NFG
1040
Next Financial Group
Texas
$2.27M +$234K +5,253 +12%
HR
1041
Hayden Royal
North Carolina
$2.27M -$25.1K -564 -1%
BO
1042
BRR OpCo
Ohio
$2.27M +$219K +4,920 +11%
BWM
1043
BNC Wealth Management
Oregon
$2.27M +$2.16M +48,615 New
MIM
1044
Miller Investment Management
Pennsylvania
$2.26M
NG
1045
Northstar Group
New York
$2.26M +$62K +1,395 +3%
BOS
1046
Bank of Stockton
California
$2.26M +$146K +3,294 +7%
NC
1047
NovaPoint Capital
Georgia
$2.26M +$130K +2,934 +6%
SCM
1048
Smith Capital Management
Arkansas
$2.24M +$46.7K +1,050 +2%
WEC
1049
Winslow Evans & Crocker
Massachusetts
$2.23M +$17.2K +387 +0.8%
PVWM
1050
Point View Wealth Management
New Jersey
$2.23M -$99.4K -2,235 -4%

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.