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Walmart Inc

2,179 hedge funds and large institutions have $102B invested in Walmart Inc in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 994 increasing their positions, 785 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 785

3% more funds holding

Funds holding: 2,1222,179 (+57)

4% more capital invested

Capital invested by funds: $97.4B → $102B (+$4.25B)

0.94% less ownership

Funds ownership: 90.84%89.9% (-0.94%)

3% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.61B

21% less funds holding in top 10

Funds holding in top 10: 12397 (-26)

Holders
2,179
Holders Change
+57
Holders Change %
+2.69%
% of All Funds
44.68%
Holding in Top 10
97
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-21.14%
% of All Funds
1.99%
New
173
Increased
994
Reduced
785
Closed
96
Calls
$1.55B
Puts
$1.61B
Net Calls
-$54.2M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
226
Country Trust Bank
Illinois
$29.1M -$13M -316,374 -30%
GAM
227
Gotham Asset Management
New York
$29M +$10.1M +245,910 +51%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$28.8M -$2.67M -64,881 -8%
BF
229
BOK Financial
Oklahoma
$28.7M +$1.68M +40,869 +6%
DILIC
230
Dai-ichi Life Insurance Company
Japan
$28.5M +$10.8M +261,567 +58%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$28.5M +$1.56M +37,998 +6%
WBC
232
Westpac Banking Corp
Australia
$28.4M -$3.01M -73,212 -9%
SAM
233
Shell Asset Management
Netherlands
$28.1M +$585K +14,211 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
234
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28M +$28.8M +700,221 +92,622%
SDIC
235
South Dakota Investment Council
South Dakota
$27.3M +$3.16M +76,830 +13%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$27.2M +$8.87M +215,709 +46%
JCM
237
Janney Capital Management
Pennsylvania
$27.1M -$3.46M -84,105 -11%
GCM
238
Gabalex Capital Management
New York
$27M +$5.55M +135,000 +25%
PWAG
239
Polaris Wealth Advisory Group
California
$26.8M -$2.4M -58,392 -8%
SGI
240
Summit Global Investments
Utah
$26.7M +$1.61M +39,144 +6%
SEIA
241
Signature Estate & Investment Advisors
California
$26M -$1.11M -26,994 -4%
NA
242
NewEdge Advisors
Louisiana
$25.8M +$1.47M +35,640 +6%
ERSOT
243
Employees Retirement System of Texas
Texas
$25.7M -$3.26M -79,200 -11%
Jane Street
244
Jane Street
New York
$25.3M +$13.2M +321,843 +103%
DWM
245
Doyle Wealth Management
Florida
$24.6M -$1,000K -24,303 -4%
MOACM
246
Mutual of America Capital Management
New York
$24.5M +$1.36M +32,946 +6%
HIMC
247
Heritage Investors Management Corp
Maryland
$24.5M -$534K -12,990 -2%
MSA
248
Mason Street Advisors
Wisconsin
$24.2M -$30.7K -747 -0.1%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$24.1M -$1.55M -37,629 -6%
FCI
250
Financial Counselors Inc
Kansas
$24M -$1.89M -46,062 -7%

WMT Hedge Fund Activity: Q2 2020 in Review

2,179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2020, worth a combined $102B — up 4.4% from $97.4B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 994 added to existing stakes and 785 trimmed.

The largest buyer was Norges Bank, adding an estimated $864M. The largest seller was Wellington Management Group, cutting an estimated $1.54B.

  • 2,179 institutional investors held Walmart Inc (WMT) as of Q2 2020, up from 2,122 in Q1 2020.
  • Funds reported $102B of Walmart Inc stock for Q2 2020, up 4.4% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q2 2020 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q2 2020 was Norges Bank, an estimated $864M added.
  • The largest Walmart Inc seller in Q2 2020 was Wellington Management Group, an estimated $1.54B sold.

Based on aggregated 13F filings for Q2 2020.