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
CPC
1476
Cookson Peirce & Co
Pennsylvania
$905K +$173K +3,882 +25%
BFO
1477
Boston Family Office
Massachusetts
$904K -$2.27K -51 -0.3%
SA
1478
Strategic Advisors
New York
$904K +$523K +11,754 +159%
XSC
1479
X-Square Capital
Puerto Rico
$903K +$462K +10,386 +116%
LRPA
1480
L. Roy Papp & Associates
Arizona
$901K +$40K +900 +5%
BFG
1481
Barber Financial Group
Kansas
$899K +$65.2K +1,467 +8%
PA
1482
Procyon Advisors
Connecticut
$898K -$27.1K -609 -3%
SAM
1483
Secure Asset Management
Michigan
$897K +$47.5K +1,068 +6%
VNA
1484
Valley National Advisers
Pennsylvania
$897K +$62K +1,395 +8%
FNFDCM
1485
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$894K +$158K +3,543 +23%
AA
1486
Advisory Alpha
Michigan
$889K +$841K +18,924 New
ACP
1487
Aviance Capital Partners
Florida
$887K +$75.4K +1,695 +10%
GFS
1488
GYL Financial Synergies
Connecticut
$883K +$142K +3,195 +20%
AG
1489
AlphaSimPlex Group
Massachusetts
$881K +$268K +6,033 +47%
AWM
1490
Affinity Wealth Management
Delaware
$879K +$97.9K +2,202 +13%
LC
1491
Lavaca Capital
Texas
$878K +$371K +8,334 +79%
PCG
1492
Private Capital Group
Connecticut
$877K +$1.2K +27 +0.1%
EFS
1493
Essex Financial Services
Connecticut
$877K +$177K +3,975 +27%
ANB
1494
Amarillo National Bank
Texas
$876K -$1.87K -42 -0.2%
AFG
1495
Arkansas Financial Group
Arkansas
$875K -$4.67K -105 -0.6%
FVWA
1496
Foster Victor Wealth Advisors
South Carolina
$875K +$326K +7,323 +64%
CF
1497
Centaurus Financial
California
$874K -$762K -17,145 -48%
TF
1498
TLWM Financial
Texas
$873K +$24.8K +558 +3%
EDRIA
1499
Edmonds Duncan Registered Investment Advisors
Kansas
$872K
SRAM
1500
Spouting Rock Asset Management
Pennsylvania
$867K

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.