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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
SRC
2001
Sage Rhino Capital
California
$289K -$400 -9 -0.1%
PFA
2002
Pinnacle Family Advisors
Missouri
$288K -$1.73K -39 -0.6%
SPA
2003
Sentinel Pension Advisors
Massachusetts
$288K +$275K +6,177 New
SIC
2004
Schwartz Investment Counsel
Michigan
$287K
BCWM
2005
Blue Chip Wealth Management
Florida
$287K +$267 +6 +0.1%
NFG
2006
Nadler Financial Group
Illinois
$286K +$32.4K +729 +13%
LF
2007
LifeSteps Financial
California
$285K +$272K +6,111 New
HFS
2008
Howard Financial Services
Texas
$285K +$272K +6,114 New
NP
2009
NorthRock Partners
Minnesota
$283K -$145K -3,255 -35%
ACM
2010
Armbruster Capital Management
New York
$283K
CA
2011
Capital Advantage
California
$283K +$13.2K +297 +5%
CW
2012
CreativeOne Wealth
Kansas
$283K +$20.9K +471 +8%
FTUS
2013
Flow Traders U.S.
New York
$283K +$270K +6,069 New
PPG
2014
Peak Planning Group
Colorado
$282K +$269K +6,051 New
XF
2015
XML Financial
Maryland
$282K +$269K +6,057 New
CIM
2016
Contravisory Investment Management
Massachusetts
$281K +$268K +6,021 New
CA
2017
Centerpoint Advisors
Massachusetts
$280K
CWM
2018
Concentric Wealth Management
California
$280K
RVPG
2019
Relative Value Partners Group
$280K
SCI
2020
S&CO Inc
Massachusetts
$280K
VST
2021
Van Strum & Towne
California
$280K
AI
2022
Accredited Investors
Minnesota
$280K +$29.7K +669 +13%
OWP
2023
Obermeyer Wealth Partners
Colorado
$279K -$2.13K -48 -0.8%
OC
2024
Oppenheimer & Close
New York
$279K
MW
2025
Marcum Wealth
Ohio
$279K +$10.7K +240 +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.