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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
VCAM
1876
Van Cleef Asset Management
Ohio
$399K
OFG
1877
Oxford Financial Group
Indiana
$397K -$152K -3,426 -29%
RMDI
1878
R.M. Davis Inc
Maine
$396K +$12.1K +273 +3%
LWP
1879
Legacy Wealth Planning
Nevada
$396K +$40K +900 +12%
PIM
1880
Penobscot Investment Management
Massachusetts
$395K
SWMG
1881
Signature Wealth Management Group
Georgia
$394K
MHR
1882
Matthew Hamilton Rosenberg
$394K +$60K +1,350 +19%
CRIG
1883
Charter Research & Investment Group
Connecticut
$393K
FSA
1884
Fort Sheridan Advisors
Illinois
$393K +$12K +270 +3%
PAM
1885
Private Asset Management
California
$393K +$26.8K +603 +8%
CBOR
1886
Community Bank of Raymore
Missouri
$390K +$13.3K +300 +4%
SW
1887
StrongBox Wealth
Missouri
$390K +$109K +2,448 +41%
BCA
1888
Berman Capital Advisors
Georgia
$388K +$267 +6 +0.1%
GFP
1889
Gryphon Financial Partners
Ohio
$387K +$110K +2,469 +42%
FCCM
1890
First City Capital Management
Georgia
$387K +$121K +2,712 +51%
CM
1891
Columbus Macro
Pennsylvania
$385K -$67K -1,506 -15%
AGM
1892
Alpine Global Management
New York
$383K -$2.68M -60,195 -88%
GPA
1893
Garrison Point Advisors
California
$383K
NCM
1894
Northside Capital Management
Oregon
$383K
FFIC
1895
First Fiduciary Investment Counsel
Ohio
$382K
HFRG
1896
Houlihan Financial Resource Group
Virginia
$382K +$344K +7,737 New
WA
1897
Wealth Alliance
New York
$381K +$363K +8,175 New
CCB
1898
Cutter & Co Brokerage
Missouri
$379K -$35.3K -795 -9%
SAG
1899
Spotlight Asset Group
Illinois
$379K +$133K +2,991 +58%
SFG
1900
StrategIQ Financial Group
Indiana
$377K +$13.5K +303 +4%

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.