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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
NWM
401
Nicola Wealth Management
British Columbia, Canada
$10.5M -$6.01M -146,100 -36%
HC
402
Henshaw Capital
Massachusetts
$10.4M
ASN
403
Advisory Services Network
Georgia
$10.4M -$960K -23,343 -8%
DADC
404
D.A. Davidson & Co
Montana
$10.4M -$3.56M -86,538 -25%
MA
405
Montag & Associates
Georgia
$10.4M -$170K -4,137 -2%
ONB
406
Old National Bancorp
Indiana
$10.4M +$69.8K +1,698 +0.7%
CICI
407
Capital Investment Counsel Inc
North Carolina
$10.3M -$1.57M -38,118 -13%
CIC
408
Cutler Investment Counsel
Oregon
$10.3M -$327K -7,953 -3%
FNBOO
409
First National Bank of Omaha
Nebraska
$10.3M +$126K +3,069 +1%
ETC
410
Exchange Traded Concepts
Oklahoma
$10.2M +$9.98M +242,712 +2,009%
RIM
411
Redpoint Investment Management
Australia
$10.2M -$990K -24,072 -9%
PA
412
Pinnacle Associates
New York
$10.1M +$867K +21,078 +9%
SMI
413
Shelter Mutual Insurance
Missouri
$10M -$1.6M -38,820 -13%
BFA
414
Bragg Financial Advisors
North Carolina
$10M +$71.8K +1,746 +0.7%
S
415
Seeyond
France
$9.96M +$360K +8,751 +4%
FTC
416
Farmers Trust Company
Ohio
$9.96M -$269K -6,534 -3%
CSIC
417
Clifford Swan Investment Counsel
California
$9.91M -$579K -14,070 -5%
SIM
418
Sentry Investment Management
Wisconsin
$9.88M -$868K -21,096 -8%
VIP
419
Vantage Investment Partners
Missouri
$9.88M +$9.84M +239,208 +2,897%
FWIA
420
Fort Washington Investment Advisors
Ohio
$9.84M -$2.87M -69,852 -22%
FNT
421
First National Trust
Pennsylvania
$9.78M -$186K -4,527 -2%
PL
422
Parthenon LLC
Kentucky
$9.78M -$7.4K -180 -0.1%
AB
423
Amalgamated Bank
New York
$9.71M -$15.1M -367,404 -60%
COPPSERS
424
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.7M -$1.19M -28,992 -11%
WM
425
WS Management
Florida
$9.63M -$1.72M -41,853 -15%

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.