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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
BIC
2151
Beach Investment Counsel
Pennsylvania
$203K +$194K +4,359 New
AIM
2152
Axiom Investment Management
New York
$201K +$192K +4,317 New
BC
2153
Barnett & Company
Tennessee
$200K -$4.93K -111 -3%
1W
2154
1776 Wealth
Georgia
$200K
HFM
2155
Harvest Fund Management
China
$199K +$188K +4,227 New
AIM
2156
Arcadia Investment Management
Michigan
$197K
WPA
2157
West Paces Advisors
Georgia
$197K -$2.67K -60 -1%
APWA
2158
Atlas Private Wealth Advisors
New Jersey
$195K +$48.3K +1,086 +35%
APW
2159
Acima Private Wealth
Virginia
$192K
CWAF
2160
Core Wealth Advisors (Florida)
Florida
$192K +$33.2K +747 +22%
SAS
2161
Stelac Advisory Services
New York
$192K +$183K +4,113 New
AIL
2162
AGF Investments LLC
Ontario, Canada
$186K -$2.62M -58,878 -94%
NSB
2163
Norway Savings Bank
Maine
$183K -$43.3K -975 -20%
CMBA
2164
C.M. Bidwell & Associates
Hawaii
$180K -$219K -4,926 -56%
HIM
2165
Hillsdale Investment Management
Ontario, Canada
$179K -$32K -720 -16%
HWA
2166
HHM Wealth Advisors
Tennessee
$179K -$1.33K -30 -0.8%
CHAM
2167
Clear Harbor Asset Management
Connecticut
$171K +$163K +3,669 New
PO
2168
Private Ocean
California
$157K -$24.1K -543 -14%
WLPWM
2169
Walled Lake Planning & Wealth Management
Illinois
$157K +$400 +9 +0.3%
SQA
2170
Simon Quick Advisors
New Jersey
$155K -$81K -1,821 -35%
ST
2171
Sageworth Trust
Pennsylvania
$155K -$2.13K -48 -1%
BWL
2172
Bogart Wealth LLC
Virginia
$155K -$133 -3 -0.1%
AWM
2173
AllSquare Wealth Management
New York
$147K -$3.6K -81 -3%
MWP
2174
Meridian Wealth Partners
Pennsylvania
$144K +$1.6K +36 +1%
CFN
2175
Cordasco Financial Network
Florida
$140K

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.