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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
AA
1426
Ancora Advisors
Ohio
$995K +$44.7K +1,005 +5%
WPP
1427
Whalerock Point Partners
Rhode Island
$994K -$825K -18,564 -86%
TC
1428
Toews Corporation
New Jersey
$993K +$947K +21,300 New
LC
1429
Lincoln Capital
Nebraska
$992K
FNBOH
1430
First National Bank of Hutchinson
Kansas
$988K +$8.8K +198 +0.9%
CBA
1431
Coastal Bridge Advisors
Connecticut
$980K -$11.2K -252 -1%
CC
1432
Cannell & Co
New York
$979K
JJ
1433
JDC-JSC
New York
$979K +$934K +21,000 New
GDP
1434
Great Diamond Partners
Maine
$978K +$296K +6,660 +47%
SSWM
1435
Sheets Smith Wealth Management
North Carolina
$977K -$36.5K -822 -4%
CL
1436
Choreo LLC
Illinois
$976K +$28.7K +645 +3%
PWM
1437
PBMares Wealth Management
Virginia
$975K +$11.6K +261 +1%
SS
1438
Sunbelt Securities
Texas
$972K +$203K +4,560 +28%
GAM
1439
Gould Asset Management
California
$971K -$6.67K -150 -0.7%
HWMG
1440
Hurlow Wealth Management Group
Indiana
$969K
CST
1441
Charles Schwab Trust
Nevada
$969K +$27.9K +627 +3%
PIMG
1442
Patriot Investment Management Group
Tennessee
$968K +$133 +3 +0%
CHJWM
1443
Carlton Hofferkamp & Jenks Wealth Management
Texas
$966K +$8.67K +195 +1%
QPWM
1444
Quadrant Private Wealth Management
Pennsylvania
$965K +$105K +2,364 +13%
AP
1445
Appleton Partners
Massachusetts
$965K +$288K +6,486 +46%
BAM
1446
Beaumont Asset Management
Texas
$957K -$14.7K -330 -2%
TF
1447
Trek Financial
Arizona
$957K +$182K +4,098 +25%
QCMC
1448
Quantum Capital Management (California)
California
$955K -$36.9K -831 -4%
CP
1449
Camelot Portfolios
Ohio
$952K +$248K +5,574 +38%
HKAM
1450
Horizon Kinetics Asset Management
New York
$952K +$305K +6,867 +51%

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.