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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
SMM
1601
Stadion Money Management
Georgia
$701K
TSS
1602
Two Sigma Securities
New York
$701K +$302K +6,801 +83%
FSCP
1603
Franklin Street Capital Partners
New York
$700K -$66.7K -1,500 -9%
MGIM
1604
M&G Investment Management
United Kingdom
$700K -$64K -1,440 -9%
PIA
1605
Perennial Investment Advisors
California
$699K +$369K +8,289 +123%
SM
1606
Sciencast Management
New Jersey
$697K -$2.51M -56,478 -80%
BHTS
1607
Bar Harbor Trust Services
Maine
$696K +$15.5K +348 +2%
CNB
1608
Camden National Bank
Maine
$695K -$667 -15 -0.1%
WCM
1609
Weld Capital Management
New York
$694K -$1.51M -34,020 -70%
PIA
1610
Pinion Investment Advisors
Kansas
$694K
SIP
1611
Stoneridge Investment Partners
Pennsylvania
$693K -$932K -20,967 -59%
CCM
1612
Cribstone Capital Management
Maine
$693K -$294K -6,615 -31%
B
1613
Bailard
California
$693K -$49K -1,101 -7%
AP
1614
Americana Partners
Texas
$693K +$15.7K +354 +2%
DA
1615
Doliver Advisors
Texas
$692K +$48.3K +1,086 +8%
DDC
1616
DF Dent & Co
Maryland
$691K
LCM
1617
Landscape Capital Management
New Jersey
$689K -$7.15M -160,833 -92%
TCM
1618
TD Capital Management
Tennessee
$688K -$196K -4,407 -23%
ONST
1619
Old North State Trust
North Carolina
$687K -$193K -4,347 -23%
WP
1620
WealthSource Partners
California
$686K +$13.7K +309 +2%
FFA
1621
Founders Financial Alliance
North Carolina
$686K +$641K +14,415 New
OFS
1622
Oldfather Financial Services
Nebraska
$682K
KC
1623
Kingfisher Capital
North Carolina
$679K +$647K +14,559 New
Financial Engines Advisors
1624
Financial Engines Advisors
California
$678K +$393K +8,838 +155%
DHFB
1625
Dixon Hubard Feinour & Brown
Virginia
$673K +$13.3K +300 +2%

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.