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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
FWP
1301
FAS Wealth Partners
Kansas
$1.32M +$27.5K +618 +2%
AMC
1302
Asset Management Corp
Illinois
$1.32M -$28.7K -645 -2%
AFP
1303
Ausdal Financial Partners
Iowa
$1.32M +$216K +4,866 +21%
FAIM
1304
Financial Advocates Investment Management
Washington
$1.32M -$220K -4,944 -15%
OAM
1305
Occidental Asset Management
California
$1.32M -$21.1K -474 -2%
EH
1306
Equitable Holdings
New York
$1.32M +$61.9K +1,392 +5%
WWM
1307
Western Wealth Management
Colorado
$1.32M +$137K +3,075 +12%
WFG
1308
Wills Financial Group
Virginia
$1.31M +$572K +12,873 +84%
VHAM
1309
Van Hulzen Asset Management
California
$1.31M -$70.2K -1,578 -5%
FDS
1310
First Dallas Securities
Texas
$1.3M +$1.24M +27,963 New
MFG
1311
MidWestOne Financial Group
Iowa
$1.3M +$581K +13,065 +88%
MPIA
1312
Mountain Pacific Investment Advisers
Idaho
$1.3M -$34.7K -780 -3%
SCM
1313
Spreng Capital Management
Ohio
$1.3M +$66.7K +1,500 +6%
AWM
1314
Aberdeen Wealth Management
Illinois
$1.3M -$95K -2,136 -7%
FCB
1315
First Command Bank
Texas
$1.29M -$27.2K -612 -2%
FCFS
1316
First Command Financial Services
Texas
$1.29M -$27.2K -612 -2%
BCP
1317
Blue Chip Partners
Michigan
$1.29M +$51.6K +1,161 +4%
PWMG
1318
Prestige Wealth Management Group
New Jersey
$1.28M +$159K +3,576 +15%
IB
1319
Intrust Bank
Kansas
$1.28M -$106K -2,394 -8%
ACA
1320
Atlas Capital Advisors
Wyoming
$1.28M -$244K -5,493 -17%
NFC
1321
Northeast Financial Consultants
Connecticut
$1.28M +$10.4K +234 +0.9%
GCM
1322
Gibraltar Capital Management
Oklahoma
$1.27M +$14.7K +330 +1%
PF
1323
Phoenix Financial
Israel
$1.27M +$226K +5,082 +21%
OC
1324
Oakworth Capital
Alabama
$1.26M -$12K -270 -1%
NHC
1325
Nicholas Hoffman & Company
Georgia
$1.26M +$124K +2,793 +12%

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.