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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
PFA
1901
Paradigm Financial Advisors
Missouri
$375K -$41.1K -924 -10%
RWM
1902
Ritholtz Wealth Management
New York
$375K +$111K +2,505 +45%
GAM
1903
Gemmer Asset Management
California
$374K +$267 +6 +0.1%
CSPIA
1904
Cary Street Partners Investment Advisory
Virginia
$374K +$90K +2,025 +34%
RGIA
1905
Rainier Group Investment Advisory
Washington
$373K +$60.4K +1,359 +20%
UTC
1906
Unified Trust Company
Kentucky
$372K -$36.8K -828 -9%
FBA
1907
Front Barnett Associates
Illinois
$372K
WI
1908
Wedgewood Investors
Pennsylvania
$372K +$46.7K +1,050 +15%
MWPCG
1909
Measured Wealth Private Client Group
New Hampshire
$371K -$8.54K -192 -2%
TC
1910
TAP Consulting
Missouri
$370K -$81.1K -1,824 -19%
UBG
1911
United Bank (Georgia)
Georgia
$370K
ODCM
1912
Old Dominion Capital Management
Virginia
$369K
SA
1913
Sicart Associates
New York
$364K
YMRC
1914
Yorktown Management & Research Company
Virginia
$364K
HFS
1915
HBC Financial Services
Washington
$364K +$16.7K +375 +5%
FAN
1916
Financial Advisors Network
California
$362K -$17.1K -384 -5%
FAM
1917
Formidable Asset Management
Ohio
$362K +$31.7K +714 +10%
WGA
1918
Weather Gauge Advisory
Virginia
$361K -$1.73K -39 -0.5%
HCM
1919
Howland Capital Management
Massachusetts
$361K +$20K +450 +6%
MIP
1920
Marietta Investment Partners
Wisconsin
$360K
SVCP
1921
Silicon Valley Capital Partners
California
$360K +$343K +7,722 New
WDL
1922
Well Done LLC
Michigan
$359K +$342K +7,698 New
QWM
1923
Quaker Wealth Management
New Jersey
$358K +$341K +7,668 New
ISB
1924
Iowa State Bank
Iowa
$357K
ARG
1925
Advisory Resource Group
Oklahoma
$357K +$133 +3 +0%

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.