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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
AP
451
Advisor Partners
California
$8.93M +$614K +14,916 +7%
ANBT
452
American National Bank & Trust
Texas
$8.92M -$116K -2,811 -1%
TU
453
TDAM USA
Ontario, Canada
$8.89M +$4.33M +105,219 +89%
TCM
454
Twin Capital Management
Pennsylvania
$8.85M +$194K +4,728 +2%
GIA
455
Granite Investment Advisors
New Hampshire
$8.84M -$257K -6,255 -3%
CSS
456
Cubist Systematic Strategies
Connecticut
$8.75M -$3.3M -80,271 -27%
FBP
457
Flippin Bruce & Porter
Virginia
$8.74M -$555K -13,491 -6%
CA
458
Callahan Advisors
Texas
$8.72M +$1.02M +24,801 +13%
Qube Research & Technologies (QRT)
459
Qube Research & Technologies (QRT)
United Kingdom
$8.7M +$5.69M +138,345 +174%
HF
460
HRT Financial
New York
$8.67M +$7.3M +177,387 +446%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$8.66M +$100K +2,442 +1%
AP
462
Atwood & Palmer
Missouri
$8.63M +$58.9K +1,431 +0.7%
HWA
463
Heritage Wealth Advisors
Virginia
$8.6M +$1.72M +41,838 +24%
MYAM
464
Meiji Yasuda Asset Management
Japan
$8.6M +$2.71M +65,961 +44%
MCM
465
Monarch Capital Management
Indiana
$8.6M -$192K -4,665 -2%
FAM
466
Fred Alger Management
New York
$8.59M -$7.09M -172,422 -44%
NFAM
467
North Fourth Asset Management
New Jersey
$8.58M +$8.84M +214,917 New
SW
468
SVB Wealth
Massachusetts
$8.5M -$34.2K -831 -0.4%
RP
469
Rowlandmiller & Partners
Georgia
$8.43M -$92.5K -2,250 -1%
RCYC
470
Richard C. Young & Co
Rhode Island
$8.39M +$37.8K +918 +0.4%
FT
471
Fiduciary Trust
Massachusetts
$8.39M -$434K -10,557 -5%
WCM
472
Whitener Capital Management
North Carolina
$8.38M -$60.3K -1,467 -0.7%
BC
473
Burney Company
Virginia
$8.37M -$3.1M -75,414 -26%
OAM
474
Oppenheimer Asset Management
New York
$8.37M +$1.62M +39,414 +23%
PFS
475
Prospera Financial Services
Texas
$8.36M +$658K +15,996 +8%

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.