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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
CCI
1251
Credit Capital Investments
New Jersey
$1.47M +$1.4M +31,500 New
PAM
1252
Pegasus Asset Management
New York
$1.46M -$10.1K -228 -0.7%
HCM
1253
Highlander Capital Management
New Jersey
$1.46M
IAIM
1254
International Assets Investment Management
Florida
$1.46M -$198K -4,458 -12%
WANY
1255
Wealthspire Advisors (New York)
New York
$1.46M +$25.1K +564 +2%
SWA
1256
Stratos Wealth Advisors
Ohio
$1.45M +$167K +3,756 +14%
FPB
1257
First PREMIER Bank
South Dakota
$1.45M -$40.7K -915 -3%
SFS
1258
Summit Financial Strategies
Ohio
$1.45M
BEI
1259
Benjamin Edwards Inc
Missouri
$1.45M +$8.54K +192 +0.6%
GWMIA
1260
Global Wealth Management Investment Advisory
Florida
$1.45M -$115K -2,580 -8%
LOIM
1261
Liberty One Investment Management
Illinois
$1.44M -$20.8K -468 -1%
NEIRG
1262
New England Investment & Retirement Group
Massachusetts
$1.44M +$203K +4,557 +17%
CA
1263
Crumly & Associates
Illinois
$1.44M +$944K +21,234 +218%
WPC
1264
White Pine Capital
Minnesota
$1.44M -$50K -1,125 -4%
NNP
1265
Nachman Norwood & Parrott
South Carolina
$1.43M -$6.67K -150 -0.5%
DSA
1266
Droms Strauss Advisors
Missouri
$1.43M +$133 +3 +0%
GC
1267
Gratus Capital
Georgia
$1.43M -$176K -3,948 -11%
SWK
1268
Stephen W. Kidder
$1.43M
AWA
1269
Arkadios Wealth Advisors
Georgia
$1.42M -$14.7K -330 -1%
SJIM
1270
St. Johns Investment Management
Florida
$1.42M +$22.4K +504 +2%
JWM
1271
Jeppson Wealth Management
California
$1.42M +$1.36M +30,489 New
KFP
1272
KMG Fiduciary Partners
Ohio
$1.42M +$653K +14,679 +93%
AP
1273
Arlington Partners
Alabama
$1.42M
RG
1274
Rathbones Group
United Kingdom
$1.41M -$74.2K -1,668 -5%
AF
1275
Aldebaran Financial
$1.41M +$326K +7,332 +32%

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.