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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
RW
1451
REDW Wealth
New Mexico
$948K +$64.4K +1,449 +8%
DE
1452
Day & Ennis
Georgia
$947K +$17.1K +384 +2%
JWM
1453
JFG Wealth Management
Colorado
$946K +$902K +20,286 New
LOPW
1454
Live Oak Private Wealth
North Carolina
$945K -$1.33K -30 -0.1%
EAM
1455
Evanson Asset Management
California
$944K -$21.2K -477 -2%
BFC
1456
Bedel Financial Consulting
Indiana
$943K +$7.47K +168 +0.8%
OFS
1457
Orrstown Financial Services
Pennsylvania
$942K +$102K +2,292 +13%
LA
1458
LexAurum Advisors
Kansas
$940K +$50.2K +1,128 +6%
AL
1459
Arnhold LLC
New York
$936K
SDAM
1460
Shulman DeMeo Asset Management
New York
$934K -$15.6K -351 -2%
MFW
1461
Mosaic Family Wealth
Missouri
$930K -$9.6K -216 -1%
CRWM
1462
Castle Rock Wealth Management
California
$926K +$202K +4,551 +31%
FL
1463
Fort LP
Maryland
$926K +$386K +8,676 +78%
SFSIG
1464
San Francisco Sentry Investment Group
California
$925K -$202K -4,542 -19%
POIA
1465
Pin Oak Investment Advisors
Texas
$923K -$190K -4,272 -18%
ARMT
1466
Amica Retiree Medical Trust
Rhode Island
$923K -$105K -2,370 -11%
LFA
1467
Landmark Financial Advisors
Kentucky
$922K -$69.6K -1,566 -7%
PTB
1468
Pioneer Trust Bank
Oregon
$921K
RG
1469
Renaissance Group
Kentucky
$920K -$145K -3,270 -14%
AF
1470
Allworth Financial
California
$920K +$72K +1,620 +9%
WEPOG
1471
Wealth Enhancement & Preservation of GA
Georgia
$918K +$216K +4,854 +33%
GIA
1472
Gladstone Institutional Advisory
Florida
$916K +$72.4K +1,629 +9%
PA
1473
PFG Advisors
Arizona
$911K +$60.3K +1,356 +8%
JG
1474
Jefferies Group
New York
$909K -$2.88M -64,722 -77%
LPIC
1475
LeJeune Puetz Investment Counsel
Michigan
$908K

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.