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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
AW
1751
Alpha Windward
Massachusetts
$525K -$5.47K -123 -1%
RCG
1752
Rock Creek Group
District of Columbia
$525K +$49.8K +1,119 +11%
XS
1753
XR Securities
Illinois
$525K +$500K +11,253 New
PWS
1754
Private Wealth Strategies
Ohio
$524K +$400 +9 +0.1%
Rafferty Asset Management
1755
Rafferty Asset Management
New York
$522K -$367K -8,250 -42%
PG
1756
Patten Group
Tennessee
$520K
RHP
1757
Royal Harbor Partners
Texas
$520K
CPA
1758
Court Place Advisors
Maryland
$520K +$80K +1,800 +19%
OA
1759
Oxbow Advisors
Texas
$520K +$80K +1,800 +19%
CAM
1760
Congress Asset Management
Massachusetts
$520K +$91K +2,046 +22%
EM
1761
Excalibur Management
Massachusetts
$519K
MSA
1762
Marino Stram & Associates
Massachusetts
$519K +$9.07K +204 +2%
HI
1763
Hudock Inc
Pennsylvania
$518K +$3.2K +72 +0.7%
PWM
1764
Paulson Wealth Management
Illinois
$517K +$143K +3,219 +41%
MWM
1765
Modera Wealth Management
New Jersey
$516K +$95.2K +2,142 +24%
CCA
1766
Cobblestone Capital Advisors
New York
$515K -$87.4K -1,965 -15%
BFO
1767
Biltmore Family Office
North Carolina
$513K -$123K -2,775 -20%
CCM
1768
Canal Capital Management
Virginia
$513K -$27.6K -621 -5%
SFSG
1769
Sound Financial Strategies Group
Mississippi
$513K -$7.47K -168 -2%
GG
1770
Gleason Group
Kentucky
$510K +$1.6K +36 +0.3%
TCA
1771
Transcend Capital Advisors
New Jersey
$510K +$486K +10,929 New
LJHT
1772
Laurie J. Hall Trustee
$508K +$484K +10,890 New
H
1773
HoyleCohen
California
$505K +$37.9K +852 +9%
NDSI
1774
Newman Dignan & Sheerar Inc
Rhode Island
$505K +$60K +1,350 +14%
FQ
1775
First Quadrant
California
$504K -$214K -4,806 -31%

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.