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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
ZB
1801
Zions Bancorporation
Utah
$484K -$38.9K -876 -8%
TCWM
1802
Total Clarity Wealth Management
Illinois
$483K -$12.4K -279 -3%
SJL
1803
Shayne & Jacobs LLC
Tennessee
$482K -$17.6K -396 -4%
AWM
1804
Avior Wealth Management
Nebraska
$481K -$173K -3,894 -27%
LF
1805
Lee Financial
Texas
$481K +$7.6K +171 +2%
GSWM
1806
Golden State Wealth Management
California
$476K -$132K -2,979 -23%
CWM
1807
Circle Wealth Management
New Jersey
$476K +$934 +21 +0.2%
CCM
1808
Cinctive Capital Management
New York
$476K +$454K +10,203 New
IAMOG
1809
Investors Asset Management of Georgia
Georgia
$474K -$30K -675 -6%
MOS
1810
MGO One Seven
Ohio
$474K -$3.6K -81 -0.8%
TA
1811
TFG Advisers
Michigan
$473K +$52.8K +1,188 +13%
EWM
1812
Endurance Wealth Management
Rhode Island
$471K +$4.13K +93 +0.9%
AIS
1813
AM Investment Strategies
Tennessee
$471K +$449K +10,095 New
EC
1814
Estate Counselors
Wisconsin
$469K
AFAS
1815
Acorn Financial Advisory Services
Virginia
$467K +$20K +450 +5%
MC
1816
Matisse Capital
Oregon
$465K
PWA
1817
Physician Wealth Advisors
Utah
$465K +$17.3K +390 +4%
EIG
1818
Ellenbecker Investment Group
Wisconsin
$465K +$19.1K +429 +4%
CIC
1819
Chilton Investment Company
Connecticut
$465K +$76.3K +1,716 +21%
SMG
1820
Smart Money Group
Texas
$463K +$5.47K +123 +1%
SCM
1821
Southport Capital Management
Tennessee
$462K +$17.1K +384 +4%
RPG
1822
Resource Planning Group
Georgia
$458K +$133 +3 +0%
CB
1823
CNB Bank
Pennsylvania
$458K +$11.3K +255 +3%
IC
1824
Intersect Capital
California
$455K +$70.8K +1,593 +20%
UF
1825
Univest Financial
Pennsylvania
$454K -$40.7K -915 -9%

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.