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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
NP
1851
Ninepoint Partners
Ontario, Canada
$425K
GKWIM
1852
Gerber Kawasaki Wealth & Investment Management
California
$423K +$404K +9,081 New
RIM
1853
Redwood Investment Management
Arizona
$422K +$403K +9,057 New
JHP
1854
James Hambro & Partners
United Kingdom
$420K
HI
1855
Hendershot Investments
Virginia
$418K +$22.1K +498 +6%
EW
1856
Evoke Wealth
California
$414K +$120K +2,691 +43%
PCMK
1857
Paragon Capital Management (Kansas)
Kansas
$414K +$394K +8,871 New
SIC
1858
Samalin Investment Counsel
New York
$413K -$5.6K -126 -1%
BWA
1859
Burt Wealth Advisors
Maryland
$413K +$133 +3 +0%
BWAM
1860
Boyd Watterson Asset Management
Ohio
$413K +$158K +3,546 +67%
LF
1861
Lantz Financial
Illinois
$411K
SPC
1862
Stewart & Patten Company
California
$410K +$8K +180 +2%
HSWM
1863
Hubbell Strickland Wealth Management
Louisiana
$410K +$16.8K +378 +4%
GM
1864
GeoWealth Management
Illinois
$410K +$112K +2,514 +38%
FNBSF
1865
First National Bank Sioux Falls
South Dakota
$409K
SIA
1866
Strategic Investment Advisors
Michigan
$407K +$46.1K +1,038 +13%
ACM
1867
AlphaStar Capital Management
North Carolina
$407K +$71.1K +1,599 +23%
CC
1868
Capital Counsel
New York
$402K -$13.3K -300 -3%
LC
1869
LCNB Corp
Ohio
$401K -$20K -450 -5%
TCOK
1870
Trust Company of Kansas
Kansas
$400K
PFA
1871
Pettinga Financial Advisors
Indiana
$400K +$267 +6 +0.1%
CF
1872
Corrigan Financial
Rhode Island
$400K
MA
1873
MCF Advisors
Kentucky
$399K -$135K -3,045 -26%
IAP
1874
Indie Asset Partners
Indiana
$399K -$4.8K -108 -1%
TCM
1875
Tufton Capital Management
Maryland
$399K

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.