We are live on ! Find out more
WMT icon

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
RWA
1401
Redhawk Wealth Advisors
Minnesota
$1.06M +$333K +7,500 +49%
EWA
1402
Exencial Wealth Advisors
Oklahoma
$1.06M +$48.2K +1,083 +5%
XWM
1403
Xcel Wealth Management
Florida
$1.06M +$455K +10,227 +82%
AIC
1404
Archer Investment Corporation
Indiana
$1.06M +$61.2K +1,377 +6%
PTP
1405
Platform Technology Partners
New York
$1.05M +$82.8K +1,863 +9%
SFWA
1406
Summit Financial Wealth Advisors
Louisiana
$1.05M -$232K -5,211 -19%
BEAM
1407
Baker Ellis Asset Management
Washington
$1.04M +$33.3K +750 +3%
TW
1408
TrinityPoint Wealth
Connecticut
$1.04M +$6.94K +156 +0.7%
FA
1409
FDx Advisors
Illinois
$1.04M -$130K -2,934 -12%
AB
1410
Atlas Brown
Kentucky
$1.04M +$46K +1,035 +5%
BJL
1411
Brighton Jones LLC
Washington
$1.03M -$217K -4,878 -18%
GAM
1412
Grandview Asset Management
Pennsylvania
$1.03M +$28K +630 +3%
PFT
1413
Providence First Trust
Arizona
$1.02M +$978K +21,987 New
CAM
1414
Cozad Asset Management
Illinois
$1.02M -$8K -180 -0.8%
ECM
1415
ETrade Capital Management
Virginia
$1.02M +$320K +7,203 +49%
KFS
1416
Kurt F. Somerville
$1.02M -$15.3K -345 -2%
BCA
1417
Bay Colony Advisors
Massachusetts
$1.02M +$229K +5,160 +31%
SBWM
1418
Sunflower Bank Wealth Management
Arizona
$1.01M -$257K -5,775 -21%
IPW
1419
Inlet Private Wealth
Florida
$1.01M
FPA
1420
First Pacific Advisors
California
$1.01M +$960K +21,600 New
HPC
1421
Hobart Private Capital
North Carolina
$1M +$81.8K +1,839 +9%
DI
1422
Disciplined Investments
Oklahoma
$1M -$26.7K -600 -3%
PWPS
1423
Pinnacle Wealth Planning Services
Ohio
$1M +$6.8K +153 +0.7%
VVP
1424
Venture Visionary Partners
Ohio
$997K +$3.47K +78 +0.4%
BP
1425
BBR Partners
New York
$995K +$2K +45 +0.2%

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.