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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
HCM
1101
Hengehold Capital Management
Ohio
$2.01M +$52.2K +1,173 +3%
PAM
1102
Paradigm Asset Management
New York
$2M -$320K -7,200 -14%
ACM
1103
Allred Capital Management
Texas
$1.99M +$58K +1,305 +3%
ANRIA
1104
American National Registered Investment Advisor
Texas
$1.99M
CPC
1105
Congress Park Capital
New York
$1.99M +$1.66M +37,242 +688%
CIAS
1106
Capital Investment Advisory Services
North Carolina
$1.99M -$55.9K -1,257 -3%
HIM
1107
HawsGoodwin Investment Management
Tennessee
$1.99M +$1.63M +36,552 +602%
CCG
1108
Ceeto Capital Group
Florida
$1.99M +$133K +3,000 +8%
PMG
1109
ProVise Management Group
Florida
$1.99M +$27.5K +618 +1%
MFWM
1110
Motley Fool Wealth Management
Virginia
$1.98M +$73.4K +1,650 +4%
AT
1111
Arden Trust
Delaware
$1.98M +$10.8K +243 +0.6%
MBT
1112
Montecito Bank & Trust
California
$1.98M -$22.8K -513 -1%
CG
1113
Colony Group
Massachusetts
$1.97M -$28.4K -639 -1%
TFS
1114
TrustCore Financial Services
Tennessee
$1.97M +$103K +2,325 +6%
NSIM
1115
North Star Investment Management
Illinois
$1.96M +$134K +3,021 +8%
TG
1116
TCW Group
California
$1.96M
LBD
1117
Landsberg Bennett & Dubbaneh
Florida
$1.96M -$97.1K -2,184 -5%
SAM
1118
Summit Asset Management
Tennessee
$1.96M +$718K +16,155 +63%
VCM
1119
Virtue Capital Management
Tennessee
$1.96M -$616K -13,863 -25%
OSAM
1120
O'Shaughnessy Asset Management
Connecticut
$1.95M +$716K +16,113 +62%
LCP
1121
Legacy Capital Partners
Wisconsin
$1.95M +$133K +2,985 +8%
RHDIC
1122
R.H. Dinel Investment Counsel
California
$1.95M
BSB
1123
Bangor Savings Bank
Maine
$1.94M -$51.4K -1,155 -3%
SG
1124
StoneX Group
New York
$1.94M +$313K +7,038 +20%
SNBOSCI
1125
Security National Bank of Sioux City Iowa
Iowa
$1.94M +$240K +5,388 +15%

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.