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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
AC
1151
Abbrea Capital
California
$1.84M +$129K +2,910 +8%
BBWA
1152
Bell & Brown Wealth Advisors
California
$1.83M -$35.2K -792 -2%
VWM
1153
Vigilare Wealth Management
Arizona
$1.83M +$6.8K +153 +0.4%
Loomis, Sayles & Company
1154
Loomis, Sayles & Company
Massachusetts
$1.83M -$93.6K -2,106 -5%
SWP
1155
Strategic Wealth Partners
Ohio
$1.82M -$88.8K -1,998 -5%
IWC
1156
Integrated Wealth Concepts
Massachusetts
$1.82M +$32.3K +726 +2%
SACTSONJ
1157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.82M
CGL
1158
Clarius Group LLC
Washington
$1.82M +$4.93K +111 +0.3%
PP
1159
Pacifica Partners
Canada
$1.81M +$8.67K +195 +0.5%
NGA
1160
Naples Global Advisors
Florida
$1.81M +$54.7K +1,230 +3%
NAMP
1161
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.81M +$1.73M +38,835 New
FNBOSM
1162
First National Bank of South Miami
Florida
$1.81M +$946K +21,273 +104%
DLA
1163
Douglas Lane & Associates
New York
$1.8M +$34.8K +783 +2%
HFM
1164
Hartford Financial Management
Connecticut
$1.8M +$59K +1,326 +4%
GIM
1165
Guardian Investment Management
California
$1.79M
GCA
1166
Genesee Capital Advisors
New York
$1.79M -$57K -1,281 -3%
ABP
1167
Arthur B. Page
$1.79M +$129K +2,898 +8%
HCP
1168
Holt Capital Partners
Texas
$1.79M -$22.7K -510 -1%
WJWM
1169
Williams Jones Wealth Management
New York
$1.79M +$8.27K +186 +0.5%
DWT
1170
Dorsey & Whitney Trust
South Dakota
$1.78M +$28K +630 +2%
RBFC
1171
Roman Butler Fullerton & Co
Missouri
$1.78M +$1.6K +36 +0.1%
TI
1172
Tidal Investments
Wisconsin
$1.78M +$207K +4,650 +14%
HH
1173
Hilltop Holdings
Texas
$1.77M +$399K +8,982 +31%
HIA
1174
Harbor Investment Advisory
Maryland
$1.76M +$279K +6,273 +20%
FPCM
1175
Financial Partners Capital Management
New York
$1.76M -$534 -12 -0%

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.