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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
VFP
1376
Verus Financial Partners
Virginia
$1.13M +$761K +17,112 +238%
CA
1377
Calton & Associates
Florida
$1.13M +$144K +3,240 +15%
PI
1378
Pettee Investors
Connecticut
$1.13M
AWE
1379
Avidian Wealth Enterprises
Texas
$1.12M +$63.2K +1,422 +6%
BFIM
1380
Beese Fulmer Investment Management
Ohio
$1.11M -$166K -3,735 -14%
AMG
1381
Asset Management Group
Connecticut
$1.11M -$11.3K -255 -1%
GFPC
1382
Global Financial Private Client
Florida
$1.11M -$172K -3,876 -14%
AIM
1383
Anchor Investment Management
South Carolina
$1.11M +$235K +5,289 +29%
VFPI
1384
Vantage Financial Partners (Illinois)
Illinois
$1.11M
CA
1385
Cornerstone Advisory
Maryland
$1.1M +$472K +10,605 +81%
MMG
1386
Monetary Management Group
Missouri
$1.1M +$123K +2,775 +13%
KFGK
1387
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$161K +3,621 +18%
NCM
1388
Narwhal Capital Management
Georgia
$1.1M +$271K +6,105 +35%
PL
1389
Perpetual Ltd
Australia
$1.1M
MWM
1390
Madison Wealth Management
Ohio
$1.09M +$40K +900 +4%
GTAM
1391
Global Trust Asset Management
Florida
$1.09M +$369K +8,298 +57%
DIM
1392
Delta Investment Management
California
$1.09M -$57.1K -1,284 -5%
HFBOT
1393
Home Federal Bank of Tennessee
Tennessee
$1.08M -$6.67K -150 -0.6%
NFG
1394
Norris Financial Group
South Carolina
$1.08M +$19.9K +447 +2%
PWM
1395
Peterson Wealth Management
Nevada
$1.07M +$353K +7,935 +52%
CC
1396
Courier Capital
New York
$1.07M +$57.1K +1,284 +6%
FFS
1397
Founders Financial Securities
Maryland
$1.07M -$127K -2,850 -11%
PG
1398
Proffitt & Goodson
Tennessee
$1.06M -$135K -3,030 -12%
SCP
1399
Syntal Capital Partners
Texas
$1.06M -$46.1K -1,038 -4%
JIP
1400
Jaffetilchin Investment Partners
Florida
$1.06M +$494K +11,100 +95%

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.