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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
DA
1351
Dillon & Associates
Michigan
$1.21M
CMI
1352
Clare Market Investments
Texas
$1.21M +$700K +15,753 +155%
EIA
1353
Edgemoor Investment Advisors
Maryland
$1.2M
WFMPM
1354
Woodley Farra Manion Portfolio Management
Indiana
$1.2M
GC
1355
Gilbert & Cook
Iowa
$1.2M +$49.4K +1,110 +5%
MFG
1356
Menard Financial Group
Texas
$1.2M +$64.6K +1,452 +6%
WLIM
1357
White Lighthouse Investment Management
Massachusetts
$1.19M +$56K +1,260 +5%
IFS
1358
Ifrah Financial Services
Arkansas
$1.19M -$12.5K -282 -1%
AA
1359
Altman Advisors
Illinois
$1.18M +$21.1K +474 +2%
BCV
1360
Banque Cantonale Vaudoise
Switzerland
$1.18M +$190K +4,263 +20%
IP
1361
Intellectus Partners
California
$1.16M -$67.2K -1,512 -6%
CBT
1362
Central Bank & Trust
Kentucky
$1.16M +$57.1K +1,284 +5%
TAIM
1363
TD Ameritrade Investment Management
Nebraska
$1.16M +$13.2K +297 +1%
WWM
1364
WT Wealth Management
Arizona
$1.15M +$149K +3,354 +16%
HIIFS
1365
Harel Insurance Investments & Financial Services
Israel
$1.15M +$559K +12,576 +104%
TWA
1366
TCI Wealth Advisors
Arizona
$1.15M -$41.7K -939 -4%
LJAC
1367
L.J. Altfest & Co
New York
$1.15M -$238K -5,355 -18%
NRS
1368
Neville Rodie & Shaw
New York
$1.14M -$11.7K -264 -1%
CCM
1369
Carlson Capital Management
Minnesota
$1.14M -$35.3K -795 -3%
WAG
1370
Winthrop Advisory Group
Massachusetts
$1.14M +$132K +2,979 +14%
EFSCE
1371
Enterprise Financial Services Corp (EFSC)
Missouri
$1.14M -$8.67K -195 -0.8%
SLT
1372
St Louis Trust
Missouri
$1.14M
CIP
1373
Cornerstone Investment Partners
Georgia
$1.13M
APG
1374
Abacus Planning Group
South Carolina
$1.13M -$94.2K -2,118 -8%
HCMT
1375
Highland Capital Management (Tennessee)
Tennessee
$1.13M

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.