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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
MPI
1626
Mairs & Power Inc
Minnesota
$672K -$1.2K -27 -0.2%
KFC
1627
Klingenstein Fields & Co
New York
$663K -$1.2K -27 -0.2%
CWM
1628
Centric Wealth Management
Illinois
$660K -$163K -3,669 -18%
LWA
1629
Lenox Wealth Advisors
New York
$660K +$13.5K +303 +2%
AWS
1630
AJ Wealth Strategies
New York
$659K +$67.4K +1,515 +12%
EWA
1631
Evolution Wealth Advisors
Florida
$657K +$594K +13,371 +1,881%
HBT
1632
Hills Bank & Trust
Iowa
$656K -$11.3K -255 -2%
JC
1633
Jacobs & Co
California
$656K
VFM
1634
Vivid Financial Management
California
$656K +$4.67K +105 +0.8%
CAN
1635
Claraphi Advisory Network
United States
$655K +$624K +14,037 New
OAM
1636
Oak Asset Management
California
$654K +$1.33K +30 +0.2%
AUB
1637
Atlantic Union Bankshares
Virginia
$653K +$279K +6,282 +81%
PWAC
1638
Private Wealth Advisors (California)
California
$652K
22CM
1639
20/20 Capital Management
California
$651K
TAM
1640
Trillium Asset Management
Massachusetts
$650K -$17.7K -399 -3%
LSPW
1641
Lake Street Private Wealth
Illinois
$650K -$5.07K -114 -0.8%
JLBC
1642
J.L. Bainbridge & Co
Florida
$649K +$155K +3,492 +34%
IUHSA
1643
Itau Unibanco Holding S.A.
Brazil
$646K +$615K +13,830 New
NVCHI
1644
New Vernon Capital Holdings II
New Jersey
$646K +$616K +13,848 New
ERIM
1645
Eagle Ridge Investment Management
Connecticut
$645K +$130K +2,922 +27%
PPSG
1646
Princeton Portfolio Strategies Group
New Jersey
$644K
GRQ
1647
Gardner Russo & Quinn
Pennsylvania
$641K
EMG
1648
ETF Managers Group
New Jersey
$640K -$102K -2,289 -14%
CFA
1649
Camarda Financial Advisors
Florida
$639K -$5.07K -114 -0.8%
SWMG
1650
Strategic Wealth Management Group
Maryland
$639K +$61.4K +1,380 +11%

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.