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Walmart Inc
WMT

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: 97 → 120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,180 → 2,292 (+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

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$518M
2
Morgan Stanley
Morgan Stanley
New York
+$355M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Bank of America
Bank of America
North Carolina
+$250M
5
AS
Altshuler Shaham
Israel
+$216M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$723M
2
GQG Partners
GQG Partners
Florida
-$417M
3
State Street
State Street
Massachusetts
-$318M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2126
PDS Planning
Ohio
$214K -$29.7K -669 -13%
WCG
2127
Weaver Consulting Group
California
$214K -$3.07K -69 -1%
HWM
2128
Hohimer Wealth Management
Washington
$214K +$200K +4,500 New
PCWA
2129
Pacific Capital Wealth Advisors
California
$214K +$204K +4,584 New
GWS
2130
Glassman Wealth Services
Virginia
$213K +$24.3K +546 +14%
AF
2131
Affiance Financial
Minnesota
$213K +$203K +4,557 New
BA
2132
Bristlecone Advisors
Washington
$213K +$203K +4,557 New
AIM
2133
Avity Investment Management
Connecticut
$213K +$203K +4,569 New
MAM
2134
Madison Asset Management
Wisconsin
$213K +$203K +4,575 New
MIS
2135
Morningstar Investment Services
Illinois
$213K +$207K +4,650 New
FA
2136
Financial Advisors
Massachusetts
$211K +$201K +4,521 New
RCM
2137
Requisite Capital Management
Texas
$210K +$200K +4,500 New
ZAM
2138
Zevin Asset Management
Massachusetts
$210K +$200K +4,500 New
AC
2139
Avestar Capital
New York
$207K +$194K +4,371 New
LIA
2140
LBMC Investment Advisors
Tennessee
$207K +$197K +4,431 New
BB
2141
Bell Bank
North Dakota
$207K +$197K +4,434 New
AWA
2142
Acorn Wealth Advisors
Michigan
$207K +$197K +4,437 New
CANC
2143
Culbertson A N & Co
Virginia
$205K +$195K +4,386 New
GA
2144
Geller Advisors
New York
$205K +$195K +4,389 New
WIC
2145
Whitegate Investment Counselors
New Hampshire
$205K +$196K +4,401 New
ACA
2146
Ackerman Capital Advisors
Texas
$204K +$194K +4,368 New
NF
2147
Nikulski Financial
Iowa
$204K +$195K +4,377 New
JWBC
2148
J.W. Burns & Co
New York
$204K +$195K +4,380 New
CAM
2149
Crestone Asset Management
Colorado
$203K -$31.6K -711 -14%
SAM
2150
SP Asset Management
California
$203K +$188K +4,239 New
84 85
86
87 88

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.