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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
AWM
2176
Atticus Wealth Management
Florida
$140K +$133 +3 +0.1%
WC
2177
Wexford Capital
Florida
$140K +$133K +3,000 New
RTC
2178
Riverview Trust Company
Washington
$138K -$267K -6,009 -67%
Millennium Management
2179
Millennium Management
New York
$135K -$32.5M -732,057 -20%
RG
2180
Retirement Group
California
$128K +$7.6K +171 +7%
EAM
2181
Erste Asset Management
Austria
$127K +$54.6K +1,227 +80%
BCM
2182
Blume Capital Management
California
$126K
LWM
2183
Liberty Wealth Management
California
$125K -$534 -12 -0.4%
Cohen & Steers
2184
Cohen & Steers
New York
$125K
HR
2185
Howe & Rusling
New York
$122K +$12.5K +282 +12%
TFO
2186
Tarbox Family Office
California
$120K +$667 +15 +0.6%
FMP
2187
Financial Management Professionals
Texas
$120K +$3.73K +84 +3%
SLF
2188
Sun Life Financial
Ontario, Canada
$116K -$2.4K -54 -2%
SFPG
2189
Stonebridge Financial Planning Group
Florida
$116K +$133 +3 +0.1%
KTC
2190
Kistler-Tiffany Companies
Pennsylvania
$114K
WAS
2191
Winch Advisory Services
Wisconsin
$113K +$1.33K +30 +1%
CAL
2192
Capital Advisors Ltd
Ohio
$111K -$34.9K -786 -25%
PP
2193
PrairieView Partners
Minnesota
$108K
LWS
2194
Lucia Wealth Services
California
$107K +$2.8K +63 +3%
SFG
2195
Sowa Financial Group
Rhode Island
$99K
EARNEST Partners
2196
EARNEST Partners
Georgia
$96K
CCA
2197
Column Capital Advisors
Indiana
$95K -$800 -18 -0.9%
CCM
2198
Chiron Capital Management
Florida
$95K +$90.7K +2,040 New
MS
2199
Mizuho Securities
Japan
$95K +$90.7K +2,040 New
BWP
2200
Baldwin Wealth Partners
Massachusetts
$93K

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.