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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
RFN
2051
RDA Financial Network
Iowa
$260K +$248K +5,574 New
LCM
2052
Leisure Capital Management
California
$259K -$66.7K -1,500 -21%
HCM
2053
HM Capital Management
Missouri
$259K +$2.8K +63 +1%
ZF
2054
Zhang Financial
Michigan
$258K +$267 +6 +0.1%
DWM
2055
Darwin Wealth Management
Florida
$257K -$17.9K -402 -7%
QT
2056
Quantamental Technologies
New York
$257K +$245K +5,502 New
FWM
2057
Fairhaven Wealth Management
Illinois
$256K -$8.94K -201 -4%
SCA
2058
STALEY CAPITAL ADVISERS
Pennsylvania
$256K
PPW
2059
Parcion Private Wealth
Washington
$255K
RCA
2060
Rowland Carmichael Advisors
Arizona
$255K +$2.4K +54 +1%
SB
2061
Sunflower Bank
Texas
$254K -$15.2K -342 -6%
AAM
2062
Augustine Asset Management
Florida
$254K -$1.47K -33 -0.6%
CCFCSB
2063
Cape Cod Five Cents Savings Bank
Massachusetts
$254K +$10.5K +237 +5%
CGA
2064
Crescent Grove Advisors
Illinois
$254K +$242K +5,448 New
PWP
2065
Personal Wealth Partners
Minnesota
$252K
AAP
2066
Arax Advisory Partners
Colorado
$250K -$36.5K -822 -13%
MWM
2067
Minot Wealth Management
Massachusetts
$250K
MAA
2068
Matrix Asset Advisors
New York
$249K +$4.4K +99 +2%
WC
2069
Whitney & Co
New York
$247K -$21.1K -474 -8%
DTC
2070
Davidson Trust Company
Washington
$247K
SWRP
2071
Summit Wealth & Retirement Planning
California
$246K -$101K -2,274 -30%
OAM
2072
Oberweis Asset Management
Illinois
$246K -$5.2K -117 -2%
IMOV
2073
Investment Management of Virginia
Virginia
$245K
RBCM
2074
Raub Brock Capital Management
California
$245K +$233K +5,250 New
KA
2075
Klingman & Associates
New York
$245K +$234K +5,259 New

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.