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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
IIA
1126
ICW Investment Advisors
Arizona
$1.93M +$14.9K +336 +0.8%
CNC
1127
Canandaigua National Corp
New York
$1.93M -$30.1K -678 -2%
JFA
1128
Johanson Financial Advisors
California
$1.93M +$68.2K +1,533 +4%
HA
1129
HYA Advisors
Missouri
$1.93M -$12.4K -279 -0.7%
LWAC
1130
Laurel Wealth Advisors (California)
California
$1.93M +$35.3K +795 +2%
IAN
1131
Integrated Advisors Network
Texas
$1.93M +$265K +5,958 +17%
ESB
1132
Essex Savings Bank
Connecticut
$1.92M +$1.21M +27,309 +197%
MC
1133
Martin & Co
Tennessee
$1.91M -$21.3K -480 -1%
BUB
1134
BBVA USA Bancshares
Texas
$1.91M -$33.9K -762 -2%
CIA
1135
Choate Investment Advisors
Massachusetts
$1.9M +$2.4K +54 +0.1%
CA
1136
Continuum Advisory
Idaho
$1.9M +$189K +4,257 +12%
Fiera Capital (Canada)
1137
Fiera Capital (Canada)
Quebec, Canada
$1.9M +$837K +18,831 +86%
KCPG
1138
Kavar Capital Partners Group
Kansas
$1.89M +$994K +22,350 +122%
FAM
1139
Fred Alger Management
New York
$1.89M -$7.77M -174,696 -81%
QWM
1140
QP Wealth Management
New Jersey
$1.88M +$23.3K +525 +1%
GGI
1141
Godsey & Gibb Inc
Virginia
$1.88M +$7.74K +174 +0.4%
JHCP
1142
Jackson Hole Capital Partners
Oklahoma
$1.88M +$92.2K +2,073 +5%
AC
1143
Asio Capital
Kentucky
$1.88M +$1.61M +36,306 +906%
BCM
1144
Boltwood Capital Management
California
$1.88M
KWM
1145
Keebeck Wealth Management
Illinois
$1.87M +$282K +6,336 +19%
WAM
1146
Weatherly Asset Management
California
$1.85M
PWMAG
1147
Pinnacle Wealth Management Advisory Group
New Jersey
$1.85M +$14K +315 +0.8%
FCA
1148
FLC Capital Advisors
California
$1.85M -$10.7K -240 -0.6%
AA
1149
Argent Advisors
Louisiana
$1.84M +$76.3K +1,716 +5%
BS
1150
Boenning & Scattergood
Pennsylvania
$1.84M +$336K +7,551 +24%

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.