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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
OFW
1526
Omnia Family Wealth
Florida
$813K +$163K +3,669 +27%
T
1527
TRUADVICE
Florida
$812K +$769K +17,289 New
ATC
1528
Adirondack Trust Company
New York
$810K -$66.7K -1,500 -8%
TCM
1529
Tuttle Capital Management
Connecticut
$804K -$1.4M -31,500 -65%
LBC
1530
Lawrence B. Cohen
$804K
WWM
1531
Windsor Wealth Management
Indiana
$802K -$534 -12 -0.1%
KPW
1532
Kore Private Wealth
New York
$802K +$22K +495 +3%
PCM
1533
Peregrine Capital Management
Minnesota
$801K +$764K +17,184 New
CFO
1534
CVA Family Office
Colorado
$800K +$39.5K +888 +5%
CHP
1535
Cable Hill Partners
Oregon
$799K
CC
1536
Chicago Capital
Illinois
$797K -$581K -13,077 -43%
SSG
1537
Summit Securities Group
New York
$797K +$760K +17,100 New
GWSG
1538
GPS Wealth Strategies Group
Colorado
$792K +$755K +16,977 New
ECM
1539
Elgethun Capital Management
South Dakota
$790K +$400 +9 +0.1%
FDCC
1540
Foster Dykema Cabot & Co
Massachusetts
$784K
GC
1541
GFG Capital
Florida
$784K +$127K +2,862 +21%
I
1542
INVST
Indiana
$783K +$143K +3,210 +24%
JIC
1543
Joel Isaacson & Co
New York
$781K -$11.6K -261 -2%
BDWM
1544
Brewin Dolphin Wealth Management
Ireland
$780K +$2.13K +48 +0.3%
SBSB
1545
Sullivan, Bruyette, Speros & Blaney
Virginia
$779K +$9.34K +210 +1%
BAS
1546
Brown Advisory Securities
Maryland
$779K +$12.7K +285 +2%
LWPC
1547
Legacy Wealth Partners (California)
California
$779K +$743K +16,710 New
RMCM
1548
Reynders McVeigh Capital Management
Massachusetts
$778K +$40.9K +921 +6%
PI
1549
PFS Investments
Georgia
$778K +$190K +4,266 +34%
RCM
1550
RB Capital Management
Nevada
$777K +$224K +5,031 +44%

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.