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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
GBT
1551
Grove Bank & Trust
Florida
$776K +$142K +3,186 +24%
HCM
1552
HMS Capital Management
Tennessee
$769K -$80.3K -1,806 -10%
Capstone Investment Advisors
1553
Capstone Investment Advisors
New York
$766K -$922K -20,739 -56%
W
1554
WealthStone
Ohio
$764K -$3.33K -75 -0.5%
LB
1555
Leo Brokerage
Texas
$764K +$851K +19,134 New
TCM
1556
Tributary Capital Management
Nebraska
$763K -$227K -5,100 -24%
FAG
1557
Financial Advisory Group
Texas
$763K +$5.74K +129 +0.8%
MGIA
1558
Moneta Group Investment Advisors
Missouri
$760K -$503K -11,304 -41%
SCM
1559
Sterneck Capital Management
Missouri
$760K -$46.1K -1,038 -6%
FPS
1560
Fieldpoint Private Securities
Connecticut
$760K +$172K +3,858 +31%
TAM
1561
Townsend Asset Management
North Carolina
$759K -$6.4K -144 -0.9%
Members Trust
1562
Members Trust
Florida
$755K -$429K -9,660 -37%
TSWM
1563
Triangle Securities Wealth Management
North Carolina
$755K -$40.7K -915 -5%
SWM
1564
Sugarloaf Wealth Management
Georgia
$755K +$1.47K +33 +0.2%
CAM
1565
CenterStar Asset Management
Illinois
$753K
EBSAM
1566
Eubel Brady & Suttman Asset Management
Ohio
$752K -$667 -15 -0.1%
JGIA
1567
Jackson Grant Investment Advisers
Connecticut
$752K +$400 +9 +0.1%
WP
1568
WealthShield Partners
North Carolina
$751K +$61.6K +1,386 +9%
PFSC
1569
Peoples Financial Services Corp
Pennsylvania
$747K
ECG
1570
Edge Capital Group
Georgia
$744K +$276K +6,204 +64%
GC
1571
Grace Capital
Massachusetts
$743K +$32K +720 +5%
KOCAA
1572
Knights of Columbus Asset Advisors
Connecticut
$742K -$808K -18,177 -53%
IRC
1573
Investors Research Corp
Georgia
$742K
CA
1574
CapWealth Advisors
Tennessee
$742K +$59K +1,326 +9%
DA
1575
Detalus Advisors
Missouri
$736K -$8.54K -192 -1%

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.