We are live on ! Find out more
WMT icon

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
CA
2226
Crewe Advisors
Utah
$65K +$26.5K +597 +76%
CFG
2227
CKW Financial Group
Hawaii
$65K +$60.3K +1,356 New
KC
2228
Knuff & Co
California
$64K
LWA
2229
Lowe Wealth Advisors
Maryland
$63K -$5.6K -126 -9%
TF
2230
TimeScale Financial
Massachusetts
$63K -$133 -3 -0.2%
MIP
2231
Mondrian Investment Partners
United Kingdom
$57K
AA
2232
AlphaCentric Advisors
Puerto Rico
$53K -$4.54K -102 -8%
IF
2233
Ironwood Financial
Arizona
$53K +$4.67K +105 +10%
SIA
2234
Sit Investment Associates
Minnesota
$52K +$33.3K +750 +210%
FIA
2235
FNY Investment Advisers
New York
$48K -$86.7K -1,950 -65%
MF
2236
Manchester Financial
California
$48K -$19.2K -432 -30%
MWC
2237
MBM Wealth Consultants
Missouri
$48K +$3.33K +75 +8%
PW
2238
Price Wealth
Texas
$48K +$21.7K +489 +90%
JWM
2239
Janiczek Wealth Management
Colorado
$47K +$30.3K +681 +206%
PFWA
2240
Paces Ferry Wealth Advisors
Georgia
$47K +$44.7K +1,005 New
SXL
2241
Summit X LLC
Missouri
$45.9K +$44.8K +1,008 +2%
ARMC
2242
American Research & Management Company
Massachusetts
$44K
CAM
2243
Costello Asset Management
Pennsylvania
$44K +$133 +3 +0.3%
HFA
2244
HC Financial Advisors
California
$42K
SWM
2245
Selective Wealth Management
Virginia
$42K
CG
2246
Cutler Group
California
$41K -$4.06M -91,269 -99%
CT
2247
Clearstead Trust
Maine
$40K
MAM
2248
Marquette Asset Management
Minnesota
$40K
CWA
2249
Carolina Wealth Advisors
South Carolina
$36K +$12.7K +285 +58%
LAS
2250
Lloyd Advisory Services
Georgia
$35K -$800 -18 -2%

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.