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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
QI
1176
Qtron Investments
Massachusetts
$1.76M
MCM
1177
Maryland Capital Management
Maryland
$1.75M -$40.8K -918 -2%
FMW
1178
Farr Miller & Washington
District of Columbia
$1.75M
PL
1179
Plancorp LLC
Missouri
$1.75M -$73.6K -1,656 -4%
PH
1180
Pinnacle Holdings
Oklahoma
$1.74M -$1.12M -25,182 -40%
KF
1181
Krilogy Financial
Missouri
$1.74M +$30.3K +681 +2%
WI
1182
Wintrust Investments
Illinois
$1.73M +$103K +2,316 +7%
WP
1183
WMS Partners
Maryland
$1.73M +$445K +10,014 +37%
TNA
1184
True North Advisors
Texas
$1.73M +$62.3K +1,401 +4%
NAS
1185
Nicolet Advisory Services
Wisconsin
$1.73M -$132K -2,979 -7%
TIA
1186
Trust Investment Advisors
Indiana
$1.72M -$20.5K -462 -1%
SFSG
1187
Stearns Financial Services Group
North Carolina
$1.72M -$534 -12 -0%
DRS
1188
Deane Retirement Strategies
Louisiana
$1.71M +$2.13K +48 +0.1%
PP
1189
Professional Planning
California
$1.71M +$37.9K +852 +2%
WSC
1190
Wellington Shields & Co
New York
$1.71M +$489K +11,007 +43%
NFG
1191
Nations Financial Group
Iowa
$1.7M +$49.4K +1,110 +3%
FFBTD
1192
First Financial Bank - Trust Division
Ohio
$1.7M -$6.94K -156 -0.4%
QCIG
1193
Quad-Cities Investment Group
Iowa
$1.7M -$2.4K -54 -0.1%
IBOK
1194
Independence Bank of Kentucky
Kentucky
$1.68M -$74.2K -1,668 -4%
PFM
1195
Patton Fund Management
Texas
$1.67M -$70.3K -1,581 -4%
OPA
1196
Old Port Advisors
Maine
$1.67M +$18.9K +426 +1%
MCAI
1197
Members Capital Advisors Inc
Wisconsin
$1.66M +$1.58M +35,631 New
EF
1198
Empirical Finance
Pennsylvania
$1.66M +$323K +7,257 +26%
BWM
1199
Baystate Wealth Management
Massachusetts
$1.66M -$19.1K -429 -1%
NERM
1200
New England Research & Management
Illinois
$1.65M +$1.24M +27,825 +364%

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.