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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
AIA
1726
Avalon Investment & Advisory
Texas
$559K -$13.6K -306 -2%
KOMWMG
1727
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$558K +$2.4K +54 +0.5%
APW
1728
Austin Private Wealth
Texas
$558K +$12.3K +276 +2%
HCA
1729
Heck Capital Advisors
Wisconsin
$557K +$41.9K +942 +9%
FFG
1730
Fortem Financial Group
California
$554K -$835K -18,789 -61%
FRM
1731
Foundation Resource Management
Arkansas
$553K -$133 -3 -0%
AIA
1732
Arbor Investment Advisors
North Carolina
$553K
BTW
1733
Boston Trust Walden
Massachusetts
$552K -$1.73K -39 -0.3%
EWM
1734
Empirical Wealth Management
Washington
$548K -$117K -2,625 -18%
BWA
1735
Beam Wealth Advisors
Louisiana
$548K +$16.9K +381 +3%
VCM
1736
Vivaldi Capital Management
Illinois
$547K +$20K +450 +4%
RPWA
1737
Regent Peak Wealth Advisors
Georgia
$546K -$29.6K -666 -5%
CCA
1738
Catalyst Capital Advisors
New York
$544K +$34K +765 +7%
SIG
1739
Sky Investment Group
Connecticut
$542K +$221K +4,977 +75%
KPWG
1740
KFA Private Wealth Group
Virginia
$540K +$143K +3,207 +38%
FFC
1741
First Financial Corp
Indiana
$539K +$66.8K +1,503 +15%
PCM
1742
Pennsylvania Capital Management
Pennsylvania
$537K -$1.09M -24,474 -68%
JWA
1743
JFS Wealth Advisors
Pennsylvania
$535K -$77.4K -1,740 -13%
FC
1744
Forte Capital
New York
$535K +$85.1K +1,914 +20%
RHBC
1745
R.H. Bluestein & Co
Michigan
$534K
AIM
1746
Alhambra Investment Management
Florida
$534K +$65.4K +1,470 +15%
WA
1747
WealthTrust Axiom
Pennsylvania
$534K +$120K +2,691 +31%
MIM
1748
Montgomery Investment Management
Maryland
$532K
NJBEST
1749
New Jersey Better Educational Savings Trust
New Jersey
$532K
SBF
1750
Sara-Bay Financial
Florida
$530K -$68.3K -1,536 -12%

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.