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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
OWA
1976
Outlook Wealth Advisors
Texas
$311K -$35.1K -789 -11%
PFA
1977
Pure Financial Advisors
California
$311K +$16.3K +366 +6%
PA
1978
Probity Advisors
Texas
$309K -$6.14K -138 -2%
BWP
1979
BSW Wealth Partners
Colorado
$309K -$133 -3 -0%
TC
1980
Tatro Capital
Kentucky
$309K +$9.87K +222 +3%
CFS
1981
Cannon Financial Strategists
Georgia
$308K +$7.47K +168 +3%
NA
1982
Navellier & Associates
Nevada
$304K
OMC
1983
Overbrook Management Corp
New York
$304K +$8K +180 +3%
CT
1984
Coastline Trust
Rhode Island
$303K +$2.93K +66 +1%
MFW
1985
Meristem Family Wealth
Minnesota
$303K +$11.6K +261 +4%
GAB
1986
German American Bancorp
Indiana
$303K +$41.2K +927 +17%
FIA
1987
Foundations Investment Advisors
Arizona
$302K -$6.14K -138 -2%
DOA
1988
D'Orazio & Associates
Virginia
$302K +$133 +3 +0%
FBB
1989
Fulton Breakefield Broenniman
Maryland
$302K +$534 +12 +0.2%
HHAA
1990
Henry H. Armstrong Associates
Pennsylvania
$302K +$32.8K +738 +13%
NC
1991
NewSquare Capital
Pennsylvania
$295K +$37.3K +840 +15%
SFM
1992
Signet Financial Management
New Jersey
$295K +$56.2K +1,263 +25%
FBFS
1993
First Business Financial Services
Wisconsin
$294K
MRCM
1994
M&R Capital Management
New Jersey
$294K
CG
1995
Corundum Group
Colorado
$294K +$45.4K +1,020 +19%
IWA
1996
Intercontinental Wealth Advisors
Texas
$294K +$51.2K +1,152 +22%
Jacobs Levy Equity Management
1997
Jacobs Levy Equity Management
New Jersey
$292K -$9.6K -216 -3%
KS
1998
Karpas Strategies
Connecticut
$290K
MCM
1999
McRae Capital Management
New Jersey
$290K
FMTC
2000
Farmers & Merchants Trust Company
California
$290K +$43.1K +969 +18%

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.