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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
NB
1701
Nicolet Bankshares
Wisconsin
$576K +$133K +3,000 +32%
PA
1702
PSI Advisors
Florida
$575K -$554K -12,459 -50%
BCM
1703
BTR Capital Management
California
$574K -$5.47K -123 -1%
AIM
1704
AIA Investment Management
Singapore
$574K +$126K +2,829 +30%
CFMC
1705
Curbstone Financial Management Corp
New Hampshire
$570K -$5.33K -120 -1%
SFG
1706
Summit Financial Group
West Virginia
$570K +$76.7K +1,725 +16%
RHJA
1707
Rice Hall James & Associates
California
$569K
WB
1708
West Bancorporation
Iowa
$569K +$2.4K +54 +0.4%
RCM
1709
RNC Capital Management
California
$569K +$73.9K +1,662 +16%
WSCM
1710
Wellington Shields Capital Management
New York
$569K +$543K +12,210 New
PLFAM
1711
Pineno Levin & Ford Asset Management
Virginia
$568K
PFG
1712
PAX Financial Group
Texas
$568K +$63.9K +1,437 +13%
FPGK
1713
Financial Partners Group (Kansas)
Kansas
$568K +$124K +2,796 +30%
BI
1714
Bramshill Investments
Florida
$567K -$67.5K -1,518 -11%
CPC
1715
Consolidated Planning Corp
Georgia
$567K -$17.3K -390 -3%
TIA
1716
Tiemann Investment Advisors
California
$565K +$86K +1,935 +19%
KA
1717
KLCM Advisors
Wisconsin
$564K -$154K -3,474 -22%
TC
1718
Truvestments Capital
Florida
$562K -$3.33K -75 -0.6%
LWA
1719
Lineweaver Wealth Advisors
Ohio
$562K +$156K +3,501 +41%
KMWM
1720
Keudell/Morrison Wealth Management
Oregon
$561K +$14.5K +327 +3%
PGCM
1721
Prescott Group Capital Management
Oklahoma
$560K
IA
1722
Independence Advisors
Pennsylvania
$560K +$934 +21 +0.2%
MS
1723
Madden Securities
Texas
$560K +$21.1K +474 +4%
SMH
1724
Sanders Morris Harris
Texas
$560K +$66.7K +1,500 +14%
CI
1725
Clal Insurance
Israel
$560K +$534K +12,000 New

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.