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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
ZIC
1676
ZWJ Investment Counsel
Georgia
$605K +$20K +450 +4%
BBL
1677
Beck Bode LLC
Massachusetts
$603K -$79.9K -1,797 -12%
RWP
1678
RWA Wealth Partners
Massachusetts
$603K -$11.9K -267 -2%
TC
1679
Trust Company
Kansas
$603K +$142K +3,195 +33%
COF
1680
Capital One Financial
Virginia
$601K -$667 -15 -0.1%
VWM
1681
Valley Wealth Managers
New Jersey
$599K -$19.6M -439,713 -97%
CCMD
1682
Cypress Capital Management (Delaware)
Delaware
$594K +$31.3K +705 +6%
NFSG
1683
Newbridge Financial Services Group
Florida
$594K +$566K +12,732 New
FBT
1684
First Bank & Trust
South Dakota
$593K -$10.5K -237 -2%
VCM
1685
Violich Capital Management
California
$592K -$273K -6,150 -33%
PWM
1686
Perigon Wealth Management
California
$592K -$183K -4,116 -24%
HCMNY
1687
Howard Capital Management (New York)
New York
$591K -$6.67K -150 -1%
FHC
1688
First Horizon Corporation
Tennessee
$591K +$564K +12,684 New
SFA
1689
Souders Financial Advisors
Ohio
$590K +$43.8K +984 +9%
CFS
1690
CRA Financial Services
New Jersey
$588K +$112K +2,514 +25%
CAW
1691
Cornerstone Advisors (Washington)
Washington
$586K +$21.5K +483 +4%
BI
1692
Ballast Inc
Kentucky
$584K -$20.9K -471 -4%
MCWS
1693
McKinley Carter Wealth Services
West Virginia
$584K
HAS
1694
HBW Advisory Services
California
$584K +$73.5K +1,653 +15%
HIC
1695
Holderness Investments Company
North Carolina
$584K +$107K +2,406 +24%
ACP
1696
Aveo Capital Partners
Colorado
$581K +$554K +12,453 New
SNT
1697
Security National Trust
West Virginia
$580K +$159K +3,585 +41%
VA
1698
Valmark Advisers
Ohio
$578K +$1.33K +30 +0.2%
PCMC
1699
Paragon Capital Management (Colorado)
Colorado
$577K -$3.2K -72 -0.6%
CPA
1700
Capital Planning Advisors
California
$576K -$10.3K -231 -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.