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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
PCM
1651
Prelude Capital Management
New York
$639K +$316K +7,098 +108%
MFG
1652
Merit Financial Group
Georgia
$638K +$122K +2,733 +25%
BFA
1653
Beaumont Financial Advisors
Massachusetts
$637K -$52.2K -1,173 -8%
CC
1654
Callan Capital
California
$635K
DC
1655
DeDora Capital
California
$635K +$63.8K +1,434 +12%
RPGK
1656
Retirement Planning Group (Kansas)
Kansas
$633K +$369K +8,298 +158%
VCA
1657
Verdence Capital Advisors
Maryland
$632K +$2.53K +57 +0.4%
TWM
1658
Triton Wealth Management
Arizona
$629K +$8.54K +192 +1%
AIP
1659
Ahrens Investment Partners
Louisiana
$627K -$131K -2,946 -18%
GC
1660
Grimes & Company
Massachusetts
$625K -$48K -1,080 -7%
TCM
1661
Tradewinds Capital Management
Washington
$624K +$57.9K +1,302 +11%
WIA
1662
Westbourne Investment Advisors
Maryland
$624K +$64.7K +1,455 +12%
FEM
1663
Fulcrum Equity Management
Texas
$621K +$7.34K +165 +1%
JSC
1664
Jackson Square Capital
California
$620K
IFWM
1665
Institute for Wealth Management
Colorado
$620K +$4.8K +108 +0.8%
GWCM
1666
Godshalk Welsh Capital Management
Pennsylvania
$619K -$2K -45 -0.3%
IF
1667
Intrua Financial
Texas
$616K -$368K -8,286 -40%
CF
1668
Copperwynd Financial
Arizona
$613K -$26.3K -591 -4%
PMFA
1669
Plante Moran Financial Advisors
Michigan
$613K +$14.9K +336 +3%
BOPW
1670
Brandywine Oak Private Wealth
Pennsylvania
$613K +$26.5K +597 +5%
AFS
1671
Axiom Financial Strategies
Indiana
$611K +$178K +3,996 +44%
VC
1672
Vicus Capital
Pennsylvania
$609K +$75.4K +1,695 +15%
SC
1673
SRB Corp
Massachusetts
$609K +$580K +13,050 New
CFG
1674
Cooper Financial Group
California
$608K +$39.2K +882 +7%
IWP
1675
Icon Wealth Partners
Texas
$606K -$4.93K -111 -0.8%

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.