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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
WF
351
Welch & Forbes
Massachusetts
$13.8M +$207K +5,025 +1%
SCM
352
Stevens Capital Management
Pennsylvania
$13.5M +$13.9M +338,703 New
DBT
353
Dubuque Bank & Trust
Iowa
$13.5M -$1.27M -30,984 -8%
WT
354
Whittier Trust
California
$13.3M -$91.1K -2,214 -0.7%
VanEck Associates
355
VanEck Associates
New York
$13.3M +$672K +16,347 +5%
ZCM
356
Ziegler Capital Management
Illinois
$13.2M -$6.88M -167,253 -34%
HPC
357
HM Payson & Co
Maine
$13.2M -$211K -5,124 -2%
FM
358
Foster & Motley
Ohio
$13.1M -$1.76M -42,711 -12%
WG
359
Winton Group
United Kingdom
$13M +$2.31M +56,094 +21%
SFS
360
Sowell Financial Services
Arkansas
$12.7M +$553K +13,434 +4%
SB
361
Simmons Bank
Arkansas
$12.7M -$363K -8,829 -3%
II
362
IFM Investors
Australia
$12.5M -$4.63M -112,638 -26%
CFB
363
Cullen/Frost Bankers
Texas
$12.4M +$1.01M +24,498 +9%
HCM
364
Huber Capital Management
California
$12.3M -$3.97M -96,600 -24%
ADEF
365
Adams Diversified Equity Fund
Maryland
$12.1M
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$12.1M
PAG
367
Private Advisor Group
New Jersey
$12.1M +$1.82M +44,346 +17%
GI
368
Gradient Investments
Minnesota
$12.1M -$1.76M -42,846 -12%
BBHC
369
Brown Brothers Harriman & Co
New York
$12M -$1.1M -26,835 -8%
DCM
370
Dupont Capital Management
Delaware
$11.8M +$420K +10,203 +4%
FAAS
371
First Allied Advisory Services
California
$11.7M +$1.96M +47,658 +19%
CFG
372
Citizens Financial Group
Rhode Island
$11.7M -$361K -8,769 -3%
SCM
373
SKBA Capital Management
California
$11.6M -$67.9K -1,650 -0.6%
SF
374
Synovus Financial
Georgia
$11.5M -$2.7M -65,697 -19%
Parallax Volatility Advisers
375
Parallax Volatility Advisers
California
$11.5M +$4.14M +100,722 +54%

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.