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
SAM
326
Securian Asset Management
Minnesota
$15.6M -$1.06M -25,884 -6%
KIA
327
KCM Investment Advisors
California
$15.6M +$1.91M +46,551 +14%
IIM
328
Intact Investment Management
Quebec, Canada
$15.5M +$777K +18,900 +5%
CTI
329
Community Trust & Investment
Kentucky
$15.4M +$2.55M +62,019 +19%
BPB
330
Badgley, Phelps & Bell
Washington
$15.4M +$338K +8,223 +2%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$15.3M +$15.7M +382,347 +22,964%
KWILP
332
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.2M +$15.6M +380,388 New
ALAM
333
Asahi Life Asset Management
Japan
$15.2M -$908K -22,074 -5%
DWM
334
Destination Wealth Management
California
$15.2M +$126K +3,054 +0.8%
OPERF
335
Oregon Public Employees Retirement Fund
Oregon
$15.1M -$889K -21,603 -5%
LIM
336
Lathrop Investment Management
Arkansas
$15.1M -$1.01M -24,528 -6%
RC
337
RegentAtlantic Capital
New Jersey
$15M +$7.05M +171,492 +84%
BGIM
338
Brandywine Global Investment Management
Pennsylvania
$15M +$1.31M +31,893 +9%
LMIM
339
Lockheed Martin Investment Management
Maryland
$14.9M +$1.57M +38,100 +11%
Dodge & Cox
340
Dodge & Cox
California
$14.8M -$301K -7,326 -2%
JAM
341
Jupiter Asset Management
United Kingdom
$14.7M -$5.59M -135,813 -27%
ATC
342
Argent Trust Co
Tennessee
$14.6M +$589K +14,319 +4%
MTWSIF
343
Mivtachim The Workers Social Insurance Fund
Israel
$14.5M +$15M +364,200 New
WT
344
Washington Trust
Rhode Island
$14.5M -$104K -2,517 -0.7%
SRAM
345
Stone Ridge Asset Management
New York
$14.4M -$23.4M -568,425 -61%
NCM
346
Novare Capital Management
North Carolina
$14.4M -$600K -14,577 -4%
MSR
347
Main Street Research
Connecticut
$14.4M +$1.02M +24,831 +7%
ACA
348
Anchor Capital Advisors
Massachusetts
$14.1M -$33.6K -816 -0.2%
HIC
349
Hartline Investment Corp
Illinois
$14M
TBA
350
Tower Bridge Advisors
Pennsylvania
$14M -$153K -3,729 -1%

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.