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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
BFPW
1576
BOK Financial Private Wealth
Colorado
$736K -$4.8K -108 -0.7%
CAG
1577
Crestwood Advisors Group
Massachusetts
$735K +$94.7K +2,130 +16%
MCA
1578
Magnolia Capital Advisors
Mississippi
$734K +$180K +4,038 +35%
MAM
1579
Magellan Asset Management
Australia
$733K +$429K +9,657 +159%
RIM
1580
Rampart Investment Management
Connecticut
$729K -$2.79M -62,841 -80%
MECA
1581
Miller Equity Capital Advisors
Texas
$728K +$534 +12 +0.1%
BOS
1582
Bingham Osborn & Scarborough
California
$725K -$91.4K -2,055 -12%
KLI
1583
Kelman-Lazarov Inc
Tennessee
$725K
SFG
1584
Sunburst Financial Group
Alabama
$723K
TI
1585
Truehand Inc
New Hampshire
$722K
HFA
1586
Hoover Financial Advisors
Pennsylvania
$721K +$30.4K +684 +5%
TAM
1587
Tealwood Asset Management
Minnesota
$721K +$46.4K +1,044 +7%
VAG
1588
VisionPoint Advisory Group
Texas
$714K +$379K +8,535 +126%
AAP
1589
Ardsley Advisory Partners
Connecticut
$714K +$680K +15,300 New
MLL
1590
Moody Lynn & Lieberson
Massachusetts
$712K -$40K -900 -6%
BWP
1591
Bernardo Wealth Planning
Pennsylvania
$711K +$153K +3,438 +29%
CPIG
1592
Chicago Partners Investment Group
Illinois
$706K -$20.3K -456 -3%
PK
1593
Pflug Koory
Nebraska
$706K -$7.34K -165 -1%
FC
1594
Ferris Capital
Massachusetts
$705K +$11.9K +267 +2%
BBNA
1595
Bremer Bank National Association
Minnesota
$704K -$12.3K -276 -2%
AWS
1596
Arkfeld Wealth Strategies
Nebraska
$704K +$20K +450 +3%
EWM
1597
Evermay Wealth Management
Virginia
$703K
BCCM
1598
Bridge Creek Capital Management
Massachusetts
$702K +$45.1K +1,014 +7%
LFA
1599
Legacy Financial Advisors
Kentucky
$702K +$669K +15,048 New
AWM
1600
Altium Wealth Management
New York
$701K -$1.73K -39 -0.3%

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.