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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
CWM
2201
Cranbrook Wealth Management
Michigan
$89K
MAWCM
2202
Mine & Arao Wealth Creation & Management
California
$89K +$1.6K +36 +2%
BCM
2203
Bourgeon Capital Management
Connecticut
$88K
AW
2204
Avion Wealth
Texas
$87K
CYG
2205
Clean Yield Group
Vermont
$87K +$5.47K +123 +7%
APWM
2206
Atlas Private Wealth Management
New York
$85K -$5.47K -123 -6%
TI
2207
tru Independence
Oregon
$84K -$106K -2,388 -57%
PCTC
2208
Perkins Coie Trust Company
Washington
$84K
NCM
2209
New Capital Management
Texas
$84K +$45.4K +1,020 +130%
SIAS
2210
Shine Investment Advisory Services
Colorado
$83K +$1.6K +36 +2%
EIP
2211
Ellis Investment Partners
Pennsylvania
$82K
TFGT
2212
TS Financial Group (TSFG)
Illinois
$80K +$4.8K +108 +7%
KFS
2213
Kelly Financial Services
Massachusetts
$79.1K +$14.7K +330 +24%
CIAS
2214
CBIZ Investment Advisory Services
Ohio
$78K
CMA
2215
Cedar Mountain Advisors
Oregon
$78K
LFG
2216
Larson Financial Group
Missouri
$73K -$222K -4,989 -76%
LFG
2217
LifePlan Financial Group
Ohio
$71K
SIA
2218
SeaBridge Investment Advisors
New Jersey
$70K
SL
2219
Savior LLC
Massachusetts
$69K -$267 -6 -0.4%
AA
2220
AlphaMark Advisors
Kentucky
$68K
FEG
2221
Financial Enhancement Group
Indiana
$68K
BHWM
2222
Bay Harbor Wealth Management
Maryland
$68K +$10.1K +228 +18%
BFG
2223
Baron Financial Group
New Jersey
$67.2K +$64K +1,440 New
PWM
2224
Provident Wealth Management
Tennessee
$67K +$63.9K +1,437 New
C
2225
Cerebellum
California
$65K -$110K -2,472 -64%

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.