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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
STA
2026
Summit Trail Advisors
New York
$278K +$250K +5,622 New
WCWM
2027
Willow Creek Wealth Management
California
$275K -$10.5K -237 -4%
AIFAIM
2028
American Institute for Advanced Investment Management
Arizona
$274K -$667 -15 -0.3%
IIC
2029
Integrated Investment Consultants
Michigan
$274K +$35.3K +795 +16%
BA
2030
Ballast Advisors
Minnesota
$273K
HIS
2031
Horizon Investment Services
Indiana
$273K +$6.67K +150 +3%
MWM
2032
MinichMacGregor Wealth Management
New York
$272K +$3.47K +78 +1%
APC
2033
Aspire Private Capital
North Carolina
$272K +$140K +3,144 +117%
BAM
2034
Barrett Asset Management
New York
$271K +$78K +1,755 +43%
GIA
2035
Guyasuta Investment Advisors
Pennsylvania
$269K -$40K -900 -14%
AMG
2036
Advisors Management Group
Wisconsin
$269K
NEPPG
2037
New England Professional Planning Group
Rhode Island
$268K -$15.9K -357 -6%
MFT
2038
Moisand Fitzgerald Tamayo
Florida
$268K
AOWM
2039
Alpha Omega Wealth Management
Virginia
$267K
RCC
2040
Red Cedar Capital
Nebraska
$267K
CFFP
2041
Center for Financial Planning
Michigan
$266K -$3.33K -75 -1%
EW
2042
Element Wealth
Mississippi
$265K -$20.5K -462 -8%
PAG
2043
Pinnacle Advisory Group
Maryland
$264K
VCM
2044
Versant Capital Management
Arizona
$264K +$400 +9 +0.2%
HR
2045
Hardy Reed
Mississippi
$264K +$252K +5,670 New
CWM
2046
CCG Wealth Management
California
$263K -$21.3K -480 -8%
CIA
2047
Compass Ion Advisors
Pennsylvania
$263K +$251K +5,643 New
DLHL
2048
Donald L. Hagan LLC
Florida
$262K
HFAS
2049
Hummer Financial Advisory Services
Illinois
$260K -$26.7K -600 -10%
GD
2050
Grandfield & Dodd
New York
$260K

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.