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Walmart Inc
WMT

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: 97 → 120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,180 → 2,292 (+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

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$518M
2
Morgan Stanley
Morgan Stanley
New York
+$355M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Bank of America
Bank of America
North Carolina
+$250M
5
AS
Altshuler Shaham
Israel
+$216M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$723M
2
GQG Partners
GQG Partners
Florida
-$417M
3
State Street
State Street
Massachusetts
-$318M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1926
Lindbrook Capital
California
$357K +$1.07K +24 +0.3%
LWMM
1927
Legacy Wealth Management (Mississippi)
Mississippi
$357K – – –
OPCM
1928
Osborne Partners Capital Management
California
$354K -$138K -3,102 -29%
ACM
1929
AUA Capital Management
Pennsylvania
$354K +$56.7K +1,275 +20%
C
1930
Certuity
Florida
$354K +$338K +7,593 New
HGWM
1931
Harvest Group Wealth Management
Massachusetts
$353K +$667 +15 +0.2%
FA
1932
FMA Advisory
Pennsylvania
$349K +$3.47K +78 +1%
FPCP
1933
Fort Point Capital Partners
California
$349K +$5.33K +120 +2%
AWM
1934
Apollon Wealth Management
South Carolina
$348K +$27.2K +612 +9%
CFD
1935
Creative Financial Designs
Indiana
$347K +$208K +4,689 +171%
EI
1936
Ellevest Inc
New York
$346K -$33.2K -747 -9%
VCM
1937
Vigilant Capital Management
Maine
$346K +$112K +2,526 +52%
PS
1938
Planned Solutions
California
$346K +$329K +7,410 New
PRWA
1939
Platte River Wealth Advisors
Colorado
$345K +$329K +7,407 New
NWP
1940
Northstar Wealth Partners
Connecticut
$344K -$51.1K -1,149 -13%
M
1941
MOTCO
Texas
$343K -$20.7K -465 -6%
FCMC
1942
Founders Capital Management (Connecticut)
Connecticut
$343K – – –
NEWAS
1943
N.E.W. Advisory Services
Wisconsin
$342K +$17.2K +387 +6%
MLFP
1944
MPS Loria Financial Planners
Illinois
$342K +$89.5K +2,013 +38%
ESBC
1945
E.S. Barr & Co
Kentucky
$341K – – –
CCC
1946
Chelsea Counsel Company
California
$339K -$34.5K -777 -10%
RWB
1947
RMR Wealth Builders
New Jersey
$339K +$296K +6,660 +1,110%
BCM
1948
Bienville Capital Management
New York
$337K – – –
AMIM
1949
Aull & Monroe Investment Management
Alabama
$336K – – –
MWM
1950
Merriman Wealth Management
Washington
$336K +$267 +6 +0.1%
76 77
78
79 80

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.