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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
2251
Cedar Wealth Management
California
$32K
OAJ
2252
Ogorek Anthony Joseph
New York
$31K
LD
2253
Lipe & Dalton
New York
$31K +$29.3K +660 New
RWG
2254
Regal Wealth Group
California
$28K +$133 +3 +0.5%
RBC
2255
Roble Belko & Company
Pennsylvania
$28K +$133 +3 +0.5%
TIM
2256
Tortoise Investment Management
New York
$28K +$26.7K +600 New
BBA
2257
Braun-Bostich & Associates
Pennsylvania
$27K -$26.8K -603 -51%
HWM
2258
HighMark Wealth Management
Minnesota
$25K +$3.2K +72 +15%
BSG
2259
Black Swift Group
Colorado
$25K +$24.1K +543 New
RIA
2260
RPG Investment Advisory
California
$24K -$2.93K -66 -11%
PCFFS
2261
Pacific Center for Financial Services
California
$24K +$7.47K +168 +50%
IAS
2262
IMA Advisory Services
Colorado
$22K
EWM
2263
Elmwood Wealth Management
California
$21K
SFA
2264
Semmax Financial Advisors
North Carolina
$21K
CP
2265
Corbenic Partners
Pennsylvania
$18K
RIM
2266
Rockbridge Investment Management
New York
$17K -$1.73K -39 -10%
RFWA
2267
RPg Family Wealth Advisory
Massachusetts
$16.1K
SSWG
2268
Seven Springs Wealth Group
Tennessee
$14K
IWP
2269
IAG Wealth Partners
Wisconsin
$14K +$4.67K +105 +59%
AWA
2270
Artemis Wealth Advisors
New York
$13.1K +$12.4K +279 New
NIM
2271
NuWave Investment Management
New Jersey
$12K -$1.92M -43,269 -99%
RA
2272
Rational Advisors
New York
$12K -$1.51M -34,074 -99%
KCM
2273
Kathmere Capital Management
Pennsylvania
$12K +$11.3K +255 New
DTIM
2274
Danda Trouve Investment Management
Kansas
$11K +$6.67K +150 +192%
LAM
2275
Lountzis Asset Management
Pennsylvania
$10K

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.