Walmart Inc
WMT
2,123 hedge funds and large institutions have $97.4B invested in Walmart Inc in 2020 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 847 increasing their positions, 915 reducing their positions, and 138 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 82 → 123 (+41)
6% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 138
6% more call options, than puts
Call options by funds: $1.57B | Put options by funds: $1.48B
0.54% less ownership
Funds ownership: 91.38% → 90.84% (-0.54%)
1% less funds holding
Funds holding: 2,142 → 2,123 (-19)
7% less repeat investments, than reductions
Existing positions increased: 847 | Existing positions reduced: 915
5% less capital invested
Capital invested by funds: $103B → $97.4B (-$5.3B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$466M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$441M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$377M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$277M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$455M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$377M |
| 3 |
Goldman Sachs
New York
|
-$343M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$258M |
| 5 |
Barclays
London,
United Kingdom
|
-$246M |
WMT Hedge Fund Activity: Q1 2020 in Review
2,123 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2020, worth a combined $97.4B — down 5.2% from $103B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new WMT positions and 138 closed out — a net gain of 8 holders — while 847 added to existing stakes and 915 trimmed.
The largest buyer was Norges Bank, adding an estimated $466M. The largest seller was Fidelity Investments, cutting an estimated $455M.
- 2,123 institutional investors held Walmart Inc (WMT) as of Q1 2020, down from 2,142 in Q4 2019.
- Funds reported $97.4B of Walmart Inc stock for Q1 2020, down 5.2% quarter-over-quarter.
- 146 funds opened new Walmart Inc positions in Q1 2020 and 138 closed out, a net change of +8 holders.
- The largest Walmart Inc buyer in Q1 2020 was Norges Bank, an estimated $466M added.
- The largest Walmart Inc seller in Q1 2020 was Fidelity Investments, an estimated $455M sold.
Based on aggregated 13F filings for Q1 2020.