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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
IF
2076
IRON Financial
Illinois
$244K -$45K -1,011 -16%
LP
2077
LGL Partners
Pennsylvania
$243K
CPSC
2078
Carl P. Sherr & Co
Massachusetts
$243K +$133 +3 +0.1%
CWA
2079
Capital Wealth Alliance
Arizona
$243K +$232K +5,208 New
SWA
2080
Sutton Wealth Advisors
Florida
$243K -$31.9K -717 -12%
BAM
2081
Blueshift Asset Management
New Jersey
$242K -$2.52M -56,637 -92%
GLLW
2082
Graves Light Lenhart Wealth
Virginia
$242K -$400 -9 -0.2%
SFC
2083
SYM Financial Corp
Indiana
$242K +$1.07K +24 +0.5%
ME
2084
McIlrath & Eck
Washington
$241K +$8.27K +186 +4%
PIP
2085
Peachtree Investment Partners
Florida
$240K +$229K +5,154 New
FSA
2086
Financial Sense Advisors
California
$239K -$19.1K -429 -8%
QC
2087
QCM Cayman
Texas
$237K +$226K +5,085 New
EWP
2088
Engrave Wealth Partners
Texas
$236K
RIG
2089
Renaissance Investment Group
Massachusetts
$236K
RICHC
2090
Renaissance Investment Consultants Holding Company
Pennsylvania
$236K +$220K +4,938 New
NME
2091
Notis-McConarty Edward
$236K +$225K +5,070 New
CWC
2092
Carolinas Wealth Consulting
North Carolina
$235K +$99.2K +2,232 +79%
TCM
2093
Traynor Capital Management
Pennsylvania
$234K +$217K +4,887 New
LCS
2094
Levin Capital Strategies
New York
$232K -$329K -7,389 -60%
DI
2095
DFPG Investments
Utah
$232K -$2.27K -51 -1%
NWS
2096
Newport Wealth Strategies
California
$232K +$216K +4,860 New
AC
2097
Apella Capital
Connecticut
$232K +$221K +4,971 New
DSN
2098
D. Scott Neal
Kentucky
$230K -$41.3K -930 -16%
WAM
2099
Wolverine Asset Management
Illinois
$230K +$24.4K +549 +12%
BIA
2100
Barry Investment Advisors
Massachusetts
$229K +$218K +4,905 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.