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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
SGDR
426
SPX Gestao de Recursos
Brazil
$9.61M -$19.2M -467,400 -66%
NIM
427
Northeast Investment Management
Massachusetts
$9.58M +$3.51M +85,245 +55%
SSB
428
Sandy Spring Bank
Maryland
$9.57M +$808K +19,635 +9%
AIM
429
Allen Investment Management
New York
$9.48M -$113K -2,739 -1%
BCM
430
Buckhead Capital Management
Georgia
$9.46M +$25.1K +609 +0.3%
BCM
431
BTC Capital Management
Iowa
$9.44M +$1.43M +34,767 +17%
KRS
432
Kentucky Retirement Systems
Kentucky
$9.44M -$2.23M -54,162 -19%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$9.44M +$7.49M +182,202 +336%
LDB
434
Lee, Danner & Bass
Tennessee
$9.44M -$357K -8,691 -4%
WB
435
WesBanco Bank
West Virginia
$9.35M -$902K -21,930 -9%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$9.32M +$475K +11,544 +5%
ACP
437
Ashfield Capital Partners
California
$9.26M +$106K +2,580 +1%
JMFC
438
J.M. Forbes & Co
Massachusetts
$9.25M +$9.53M +231,660 New
CT
439
Cambridge Trust
Massachusetts
$9.22M +$6.76M +164,322 +358%
FNT
440
First Nebraska Trust
Nebraska
$9.2M -$236K -5,730 -2%
ACM
441
Advisors Capital Management
New Jersey
$9.13M +$1.52M +37,008 +19%
BG
442
Bollard Group
Massachusetts
$9.11M -$914K -22,209 -9%
Kovitz Investment Group Partners
443
Kovitz Investment Group Partners
Illinois
$9.1M -$251K -6,105 -3%
CM
444
Capula Management
Cayman Islands
$9.08M +$6.7M +162,852 +253%
VIA
445
Vantis Investment Advisers
Florida
$9.05M +$9.33M +226,800 New
LA
446
Lynch & Associates
Indiana
$9.05M +$23K +558 +0.2%
SIM
447
Sonora Investment Management
Arizona
$9.02M -$237K -5,751 -2%
BAPIM
448
British Airways Pensions Investment Management
United Kingdom
$9.02M
MAM
449
Mastrapasqua Asset Management
Tennessee
$9.02M -$31.5K -765 -0.3%
FG
450
Fiduciary Group
Georgia
$8.96M -$157K -3,819 -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.