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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
PFO
2276
Pathstone Family Office
New Jersey
$10K
BHB
2277
Bank Hapoalim BM
Israel
$9.06K +$332K +7,476 +4%
LGWM
2278
Litman Gregory Wealth Management
California
$9K +$4.13K +93 +103%
HS
2279
Horan Securities
United States
$7K -$3.47K -78 -34%
CDIA
2280
Capital Directions Investment Advisors
Georgia
$7K
MIM
2281
Macroview Investment Management
Maryland
$7K
BAMG
2282
Brand Asset Management Group
Missouri
$7K +$6.67K +150 New
AWM
2283
Adams Wealth Management
Utah
$7K +$6.8K +153 New
PCA
2284
Providence Capital Advisors
North Carolina
$4K +$2.93K +66 +440%
F
2285
F3Logic
Minnesota
$3.47K -$230K -5,184 -7%
Koshinski Asset Management
2286
Koshinski Asset Management
Illinois
$2.93K -$194K -4,359 -7%
TFA
2287
Transamerica Financial Advisors
Florida
$2K -$3.37M -75,702 -100%
CPW
2288
Catalyst Private Wealth
California
$2K +$1.87K +42 New
BCMIO
2289
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +45 New
HI
2290
Human Investing
Oregon
$1K -$6.4K -144 -91%
AWMS
2291
Advocacy Wealth Management Services
Georgia
$1K
UFF
2292
USA Financial Formulas
Michigan
$1K
BCM
2293
Birch Capital Management
Texas
$1K +$534 +12 New
PCS
2294
Personal CFO Solutions
New Jersey
$1K +$76.3K +1,716 +16%
SSW
2295
Smith Shellnut Wilson
Mississippi
$816
FCA
2296
FinTrust Capital Advisors
South Carolina
$502 -$157K -3,522 -25%
GQG Partners
2297
GQG Partners
Florida
-$417M -10,441,311 Closed
CAM
2298
Crake Asset Management
United Kingdom
-$99.8M -2,498,343 Closed
GC
2299
Gobi Capital
California
-$54.5M -1,364,496 Closed
IP
2300
Interval Partners
New York
-$48.7M -1,218,975 Closed

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.