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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
WMA
1826
Wealth Management Associates
New Jersey
$454K +$267 +6 +0.1%
CRCM
1827
Corbett Road Capital Management
Virginia
$453K +$25.7K +579 +6%
KCM
1828
Kanawha Capital Management
Virginia
$452K +$5.2K +117 +1%
AAM
1829
AMI Asset Management
California
$452K +$431K +9,690 New
PMA
1830
Prudent Man Advisors
Illinois
$451K +$7.34K +165 +2%
OL
1831
Optas LLC
Texas
$450K +$428K +9,633 New
KIC
1832
Keating Investment Counselors
Florida
$449K +$40K +900 +10%
ECM
1833
Evergreen Capital Management
Washington
$449K +$47.4K +1,065 +12%
CCIA
1834
Campbell & Co Investment Adviser
Maryland
$449K +$428K +9,627 New
MC
1835
Middleton & Co
Massachusetts
$448K
ECM
1836
Exchange Capital Management
Michigan
$446K -$4K -90 -0.9%
SDWMA
1837
Schneider Downs Wealth Management Advisors
Pennsylvania
$446K +$1.73K +39 +0.4%
SIAM
1838
Sterling Investment Advisors (Missouri)
Missouri
$442K +$133 +3 +0%
JFA
1839
JNBA Financial Advisors
Minnesota
$435K +$27.3K +615 +7%
SRC
1840
Shufro Rose & Co
New York
$434K +$67.2K +1,512 +19%
THWM
1841
Taylor Hoffman Wealth Management
Virginia
$433K -$23.9K -537 -5%
PB
1842
Pinnacle Bancorp
Nebraska
$433K
TFM
1843
TFC Financial Management
Massachusetts
$433K +$413K +9,285 New
MIM
1844
Moseley Investment Management
Florida
$432K +$19.5K +438 +5%
BBA
1845
BLB&B Advisors
Pennsylvania
$431K +$2.27K +51 +0.6%
TIA
1846
Tandem Investment Advisors
South Carolina
$430K -$934 -21 -0.2%
CRC
1847
Curi RMB Capital
Illinois
$429K -$91.5K -2,058 -18%
HPWM
1848
Highland Private Wealth Management
Washington
$427K -$97.5K -2,193 -19%
LWM
1849
Laidlaw Wealth Management
New York
$427K -$4.8K -108 -1%
PWP
1850
Private Wealth Partners
California
$427K

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.