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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
OC
1326
Oarsman Capital
Wisconsin
$1.26M +$503K +11,307 +72%
MG
1327
Mather Group
Illinois
$1.26M -$197K -4,437 -14%
FAM
1328
Fulcrum Asset Management
United Kingdom
$1.26M
JF
1329
Jump Financial
Illinois
$1.26M +$1.2M +26,997 New
FHC
1330
First Heartland Consultants
Missouri
$1.26M -$70.7K -1,590 -6%
OCM
1331
Orser Capital Management
Texas
$1.26M +$879K +19,770 +275%
FBT
1332
First Bankers Trust
Kentucky
$1.26M
YWP
1333
YorkBridge Wealth Partners
New York
$1.26M +$402K +9,042 +51%
BCM
1334
Birmingham Capital Management
Alabama
$1.26M +$157K +3,525 +15%
FWM
1335
Focused Wealth Management
New York
$1.25M +$23.1K +519 +2%
CLOS
1336
Compagnie Lombard Odier SCmA
Switzerland
$1.25M -$4.22M -94,935 -78%
MCM
1337
MV Capital Management
Maryland
$1.25M +$242K +5,433 +25%
MLM
1338
Mount Lucas Management
Pennsylvania
$1.25M -$90.2K -2,028 -7%
SFFS
1339
Stonehage Fleming Financial Services
Jersey
$1.24M +$1.16M +26,100 +5,438%
AW
1340
ACG Wealth
Georgia
$1.24M -$51.2K -1,152 -4%
WIS
1341
Wright Investors Service
Connecticut
$1.24M +$28.9K +651 +3%
DFG
1342
Demars Financial Group
Washington
$1.23M +$12.5K +282 +1%
LCM
1343
Logan Capital Management
Pennsylvania
$1.23M +$13.3K +300 +1%
HCM
1344
Hollencrest Capital Management
California
$1.23M -$3.73K -84 -0.3%
ICM
1345
IMS Capital Management
Oregon
$1.23M -$26.1K -588 -2%
WQ
1346
Wealth Quarterback
New Jersey
$1.22M
DAM
1347
Diamant Asset Management
Connecticut
$1.22M
MFG
1348
Magnus Financial Group
New York
$1.22M -$163K -3,675 -12%
LOAMS
1349
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M +$1.16M +26,073 New
WG
1350
Welch Group
Alabama
$1.22M +$13.1K +294 +1%

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.