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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
PFA
1501
Professional Financial Advisors
Nebraska
$865K +$133K +2,994 +19%
BMC
1502
Beaton Management Company
Massachusetts
$864K -$46.7K -1,050 -5%
EH
1503
Employers Holdings
Nevada
$864K +$84.2K +1,893 +11%
CL
1504
CIM LLC
New York
$863K +$146K +3,285 +22%
AGA
1505
Arkos Global Advisors
Texas
$861K
CA
1506
Claro Advisors
Massachusetts
$859K -$4.93K -111 -0.6%
FC
1507
FORA Capital
Florida
$858K +$818K +18,399 New
CAM
1508
Columbia Asset Management
Michigan
$851K +$44.7K +1,005 +6%
GWM
1509
Gray Wealth Management
Maine
$849K +$92K +2,070 +13%
CHA
1510
Carmichael Hill & Associates
Maryland
$847K +$67.5K +1,518 +9%
MPAM
1511
Murphy Pohlad Asset Management
Minnesota
$844K
WA
1512
Waverly Advisors
Alabama
$844K +$1.2K +27 +0.1%
IWS
1513
Insight Wealth Strategies
California
$843K +$117K +2,631 +17%
LSAG
1514
Lake Street Advisors Group
New Hampshire
$840K +$6K +135 +0.8%
B
1515
Bridgeworth
Alabama
$837K +$16.1K +363 +2%
ACWM
1516
Adams Chetwood Wealth Management
North Carolina
$834K
LB
1517
Legacy Bridge
Iowa
$832K +$59.1K +1,329 +8%
CWAG
1518
Compton Wealth Advisory Group
Virginia
$828K +$133 +3 +0%
NICM
1519
Neo Ivy Capital Management
New York
$828K +$790K +17,760 New
FFN
1520
Focus Financial Network
Minnesota
$827K +$51.8K +1,164 +7%
SKK
1521
Shepherd Kaplan Krochuk
Massachusetts
$825K
JWM
1522
Jackson Wealth Management
Florida
$822K +$39.9K +897 +5%
FANJ
1523
Financial Architects (New Jersey)
New Jersey
$815K -$63.9K -1,437 -8%
RFA
1524
Reilly Financial Advisors
California
$814K +$4.54K +102 +0.6%
HB
1525
Horizon Bancorp
Indiana
$814K +$41.3K +930 +6%

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.