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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
BBI
2351
Baxter Bros Inc
Connecticut
-$304K -7,602 Closed
FRM
2352
Fox Run Management
Connecticut
-$302K -7,554 Closed
WOSD
2353
WFA of San Diego
California
-$280K -7,209 Closed
MS
2354
Maven Securities
Jersey
-$303K -6,822 Closed
CCFM
2355
Clear Creek Financial Management
Washington
-$237K -5,946 Closed
FSG
2356
Financial Strategies Group
Michigan
-$204K -5,097 Closed
PGAM
2357
Princeton Global Asset Management
New Jersey
-$89K -2,244 Closed
PWP
2358
Principle Wealth Partners
Connecticut
-$82K -2,061 Closed
SC
2359
Steph & Co
Wisconsin
-$71K -1,770 Closed
CWM
2360
Campbell Wealth Management
Virginia
-$61K -1,521 Closed
FWM
2361
FSA Wealth Management
Massachusetts
-$54K -1,353 Closed
FWM
2362
Filbrandt Wealth Management
Wisconsin
-$41K -1,038 Closed
WR
2363
Watson Rebecca
-$39K -972 Closed
JPLA
2364
Joseph P. Lucia & Associates
New York
-$30K -750 Closed
PA
2365
Perennial Advisors
New York
-$27K -687 Closed
MA
2366
Modus Advisors
Minnesota
-$16K -399 Closed
VEA
2367
Virtus ETF Advisers
New York
-$12K -291 Closed
WAMC
2368
Western Asset Management Company
California
-$1K -24 Closed
MC
2369
Maplelane Capital
New York
+$133 +3 New

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.