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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
PNC
1076
Park National Corp
Ohio
$2.09M -$67.6K -1,521 -3%
TC
1077
TownSquare Capital
Utah
$2.09M +$354K +7,953 +22%
TCOV
1078
Trust Company of Vermont
Vermont
$2.09M +$261K +5,865 +15%
WAAG
1079
Wealth Alliance Advisory Group
Kansas
$2.08M +$76.7K +1,725 +4%
BW
1080
Bison Wealth
Georgia
$2.08M +$197K +4,425 +11%
KP
1081
Keel Point
Alabama
$2.08M +$387K +8,703 +24%
TMAM
1082
Tokio Marine Asset Management
Japan
$2.07M +$200K +4,506 +11%
GRP
1083
Global Retirement Partners
California
$2.07M +$79K +1,776 +4%
SP
1084
Successful Portfolios
Florida
$2.06M -$1.87K -42 -0.1%
MC
1085
MRJ Capital
New York
$2.04M
SW
1086
SteelPeak Wealth
California
$2.04M -$652K -14,658 -25%
PHIMC
1087
Private Harbour Investment Management & Counsel
Ohio
$2.04M -$667 -15 -0%
MMPW
1088
Mitchell McLeod Pugh & Williams
Alabama
$2.04M
SC
1089
Sepio Capital
Utah
$2.04M +$777K +17,484 +67%
KLCM
1090
KG&L Capital Management
Louisiana
$2.04M +$43.9K +987 +2%
S
1091
SimplyRich
California
$2.03M
PFGIA
1092
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M -$106K -2,373 -5%
WCM
1093
Windsor Capital Management
Arizona
$2.03M -$32.1K -723 -2%
MWM
1094
Meridian Wealth Management
Kentucky
$2.03M +$470K +10,569 +32%
RE
1095
RBC Europe
United Kingdom
$2.02M +$32.3K +726 +2%
TTWM
1096
TCV Trust & Wealth Management
Virginia
$2.02M -$28.4K -639 -1%
DA
1097
Duality Advisers
Florida
$2.02M -$2.95M -66,435 -61%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$2.02M -$22.1K -498 -1%
SNBOSD
1099
Security National Bank of So Dak
Iowa
$2.01M -$16.5K -372 -0.9%
WPA
1100
Winning Points Advisors
Florida
$2.01M +$2.13K +48 +0.1%

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.