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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
Kayne Anderson Rudnick Investment Management
1226
Kayne Anderson Rudnick Investment Management
California
$1.54M +$70K +1,575 +5%
HA
1227
Harbor Advisors
Florida
$1.54M
MCM
1228
Manchester Capital Management
Vermont
$1.54M +$5.6K +126 +0.4%
CAGAS
1229
Capital Advisory Group Advisory Services
Minnesota
$1.54M +$445K +10,011 +44%
TCOO
1230
Trust Company of Oklahoma
Oklahoma
$1.54M +$1.46M +32,943 New
PCA
1231
Peddock Capital Advisors
Massachusetts
$1.53M -$8.8K -198 -0.6%
FFA
1232
First Foundation Advisors
California
$1.53M -$26.4K -594 -2%
CWM
1233
Chesapeake Wealth Management
Virginia
$1.53M +$372K +8,358 +34%
CIM
1234
CIM Investment Management
Pennsylvania
$1.53M -$14.5K -327 -1%
QCM
1235
Quest Capital Management
Texas
$1.53M -$55.8K -1,254 -4%
ACM
1236
Argent Capital Management
Missouri
$1.52M
IHL
1237
Investment House LLC
California
$1.51M +$35.9K +807 +3%
FCFC
1238
First Commonwealth Financial Corp
Pennsylvania
$1.51M -$56.7K -1,275 -4%
AIP
1239
Almanack Investment Partners
Pennsylvania
$1.51M +$825K +18,558 +149%
FMLI
1240
Fukoku Mutual Life Insurance
Japan
$1.5M +$774K +17,400 +117%
MWM
1241
Mission Wealth Management
California
$1.5M +$175K +3,936 +14%
SIS
1242
Sound Income Strategies
Florida
$1.5M -$377K -8,472 -21%
WA
1243
Wambolt & Associates
Colorado
$1.5M +$115K +2,589 +9%
RM
1244
Resource Management
Louisiana
$1.5M +$244K +5,487 +21%
VAM
1245
Verity Asset Management
North Carolina
$1.49M -$87.2K -1,962 -6%
RIA
1246
Realta Investment Advisors
Delaware
$1.49M +$810K +18,219 +132%
CAG
1247
Csenge Advisory Group
Florida
$1.49M +$46.8K +1,053 +3%
SAMC
1248
Spectrum Asset Management (California)
California
$1.48M +$64.4K +1,449 +5%
CPO
1249
Cerity Partners OCIO
New York
$1.47M +$182K +4,086 +15%
FP
1250
Fiduciary Planning
Florida
$1.47M +$88.6K +1,992 +7%

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.