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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
BL
1776
Balentine LLC
Georgia
$503K +$238K +5,364 +99%
LDFR
1777
Lehman & Derafelo Financial Resources
Pennsylvania
$501K -$13.3K -300 -3%
AC
1778
Athanor Capital
New York
$501K +$478K +10,752 New
TWM
1779
Titus Wealth Management
California
$497K -$21.2K -477 -4%
GWI
1780
Grace & White Inc
New York
$497K
SAM
1781
S.A. Mason
Michigan
$497K +$133 +3 +0%
PPP
1782
Private Portfolio Partners
New Jersey
$496K +$25.5K +573 +6%
GAM
1783
Garrison Asset Management
Arkansas
$496K +$267 +6 +0.1%
TPWA
1784
TRUE Private Wealth Advisors
Oregon
$495K -$128K -2,880 -21%
CWP
1785
CFM Wealth Partners
Texas
$495K +$95.8K +2,154 +5%
BIM
1786
Baldwin Investment Management
Pennsylvania
$495K +$205K +4,620 +77%
WA1
1787
Wimmer Associates 1
California
$494K
BST
1788
Bath Savings Trust
Maine
$494K +$6.67K +150 +1%
KPCM
1789
Kings Point Capital Management
New York
$494K +$185K +4,170 +65%
HDIM
1790
Hanson & Doremus Investment Management
Vermont
$492K +$17.7K +399 +4%
CT
1791
Chicago Trust
Illinois
$491K -$202K -4,551 -30%
AL
1792
Aspiriant LLC
California
$491K -$19.5K -438 -4%
FCFC
1793
First Citizens Financial Corp
Iowa
$491K -$6.67K -150 -1%
DCM
1794
Donaldson Capital Management
Indiana
$491K +$50.7K +1,140 +12%
UFG
1795
United Fire Group
Iowa
$490K
CS
1796
Capital Square
Tennessee
$490K +$133 +3 +0%
ITIM
1797
Indiana Trust & Investment Management
Indiana
$489K
WTB
1798
Washington Trust Bank
Washington
$485K -$18.8K -423 -4%
RSVP
1799
Ramsay Stattman Vela & Price
Colorado
$485K
SGCA
1800
Steel Grove Capital Advisors
Tennessee
$485K +$20.4K +459 +5%

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.