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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
DAS
1051
Dynamic Advisor Solutions
Arizona
$2.22M +$530K +11,925 +33%
SFO
1052
Stokes Family Office
Louisiana
$2.21M +$472K +10,626 +29%
IGGA
1053
Iron Gate Global Advisors
Utah
$2.21M -$22.4K -504 -1%
EIM
1054
Essex Investment Management
Massachusetts
$2.21M +$1.51M +33,891 +251%
FHB
1055
First Hawaiian Bank
Hawaii
$2.21M -$146K -3,288 -6%
VF
1056
Virtu Financial
New York
$2.21M +$552K +12,420 +36%
IC
1057
IEQ Capital
California
$2.21M +$47K +1,056 +2%
Simplex Trading
1058
Simplex Trading
Illinois
$2.18M +$2.08M +46,794 New
NL
1059
NVWM LLC
Pennsylvania
$2.17M +$64K +1,440 +3%
CG
1060
Caprock Group
Idaho
$2.15M +$195K +4,377 +10%
PWA
1061
Providence Wealth Advisors
Illinois
$2.15M +$21.5K +483 +1%
RWA
1062
Ropes Wealth Advisors
Massachusetts
$2.15M -$71.6K -1,611 -3%
PFS
1063
Prospera Financial Services
Texas
$2.14M -$7.38M -165,972 -78%
WP
1064
WealthPLAN Partners
Nebraska
$2.14M -$529K -11,895 -22%
PRS
1065
Pinkerton Retirement Specialists
Idaho
$2.14M -$130K -2,931 -6%
DWA
1066
Douglass Winthrop Advisors
New York
$2.13M +$6.67K +150 +0.3%
CAAS
1067
Capital Asset Advisory Services
Michigan
$2.13M -$19.6K -441 -1%
TCOT
1068
Trust Company of Toledo
Ohio
$2.13M -$144K -3,237 -7%
CFA
1069
Carroll Financial Associates
North Carolina
$2.12M -$29.5K -663 -1%
SIAP
1070
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.11M -$29.5K -663 -1%
JAM
1071
JCIC Asset Management
Ontario, Canada
$2.1M +$841K +18,906 +72%
PCC
1072
Park Circle Company
Maryland
$2.1M
KFBMI
1073
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.1M +$1.33M +30,000 +200%
SWM
1074
Sculati Wealth Management
Michigan
$2.1M +$18.9K +426 +1%
VAS
1075
Vestmark Advisory Solutions
Massachusetts
$2.1M -$92K -2,070 -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.