We are live on ! Find out more
WMT icon

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
VWM
301
Valley Wealth Managers
New Jersey
$18.1M -$1.03M -25,083 -5%
RT
302
Rockland Trust
Massachusetts
$18M -$407K -9,900 -2%
EB
303
Eastern Bank
Massachusetts
$17.6M -$2.87M -69,735 -14%
GHA
304
GW Henssler & Associates
Georgia
$17.6M -$945K -22,980 -5%
Alyeska Investment Group
305
Alyeska Investment Group
Illinois
$17.4M +$4.88M +118,731 +37%
DIA
306
Dana Investment Advisors
Wisconsin
$17.4M -$1.33M -32,313 -7%
AWM
307
AE Wealth Management
Kansas
$17.4M +$2.03M +49,287 +13%
ACM
308
Azimuth Capital Management
Michigan
$17.3M -$375K -9,105 -2%
BCWM
309
Bartlett & Co Wealth Management
Ohio
$17.3M -$645K -15,678 -4%
CGH
310
Crossmark Global Holdings
Texas
$17.2M -$2.48M -60,294 -12%
BC
311
Bartlett & Co
Ohio
$17.2M -$694K -16,878 -4%
AWM
312
Absher Wealth Management
North Carolina
$17M -$2.1M -51,162 -11%
HI
313
Horizon Investments
North Carolina
$17M +$13.4M +325,725 +322%
MNBTD
314
Moody National Bank Trust Division
Texas
$16.9M +$161K +3,921 +0.9%
NB
315
Norinchukin Bank
Japan
$16.9M -$2.26M -55,035 -12%
SIC
316
Salem Investment Counselors
North Carolina
$16.9M -$210K -5,115 -1%
Flossbach Von Storch
317
Flossbach Von Storch
Germany
$16.5M +$1.12M +27,126 +7%
B
318
BP
United Kingdom
$16.2M -$617K -15,000 -4%
BMO
319
Beck Mack & Oliver
New York
$16M -$374K -9,081 -2%
RJT
320
Raymond James Trust
Florida
$16M +$277K +6,729 +2%
ANI
321
American National Insurance
Texas
$15.9M
SPIA
322
Steward Partners Investment Advisory
New York
$15.9M +$1.17M +28,329 +8%
Brown Advisory
323
Brown Advisory
Maryland
$15.9M +$303K +7,359 +2%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$15.7M -$1.96M -47,700 -11%
FHA
325
First Horizon Advisors
Tennessee
$15.7M +$309K +7,515 +2%

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.