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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
CCG
1276
Chatham Capital Group
Georgia
$1.41M -$46.7K -1,050 -3%
TFCP
1277
Twin Focus Capital Partners
Massachusetts
$1.4M -$12K -270 -0.9%
SCM
1278
SOL Capital Management
Maryland
$1.4M -$26.7K -600 -2%
DBRC
1279
D.B. Root & Company
Pennsylvania
$1.4M -$45.8K -1,029 -3%
BHIA
1280
Birch Hill Investment Advisors
Massachusetts
$1.4M -$6K -135 -0.4%
TCM
1281
Telos Capital Management
California
$1.39M +$57.1K +1,284 +5%
KJHP
1282
K.J. Harrison & Partners
Ontario, Canada
$1.39M -$2.33M -52,440 -64%
AIM
1283
AMI Investment Management
Indiana
$1.38M -$161K -3,615 -11%
LW
1284
Linscomb Wealth
Texas
$1.37M -$55.2K -1,242 -4%
ATPW
1285
Ashton Thomas Private Wealth
Arizona
$1.37M +$56.8K +1,278 +5%
BCM
1286
Breiter Capital Management
Florida
$1.37M -$95K -2,136 -7%
PAS
1287
Partnervest Advisory Services
California
$1.36M +$196K +4,401 +18%
TBNY
1288
Trustco Bank (New York)
New York
$1.36M
GCC
1289
Guardian Capital (Canada)
Ontario, Canada
$1.36M
VDI
1290
Vaughan David Investments
Illinois
$1.36M +$1.33K +30 +0.1%
IP
1291
Investment Partners
Ohio
$1.36M -$172K -3,870 -12%
SYBT
1292
Stock Yards Bank & Trust
Kentucky
$1.35M +$23.2K +522 +2%
AG
1293
Algert Global
California
$1.35M +$1.29M +29,016 New
GSBTD
1294
Glenview State Bank Trust Department
Illinois
$1.35M +$40K +900 +3%
CFA
1295
CWS Financial Advisors
Michigan
$1.34M
OPS
1296
Orion Portfolio Solutions
Nebraska
$1.34M +$230K +5,163 +22%
CCM
1297
Chilton Capital Management
Texas
$1.34M +$774K +17,400 +155%
AIC
1298
Ameritas Investment Company
Nebraska
$1.33M
FIM
1299
Freedom Investment Management
Connecticut
$1.33M +$800 +18 +0.1%
BCM
1300
Bluefin Capital Management
New York
$1.33M

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.