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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$765M +$28.6M +695,061 +4%
Swiss National Bank
27
Swiss National Bank
Switzerland
$756M +$6.47M +157,200 +0.8%
PPA
28
Parametric Portfolio Associates
Washington
$695M +$8.69M +211,380 +1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$668M +$116M +2,817,522 +20%
UBS AM
30
UBS AM
Illinois
$667M +$13.8M +335,712 +2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$558M -$13.5M -328,611 -2%
Franklin Resources
32
Franklin Resources
California
$551M +$26.1M +634,317 +5%
UBS Group
33
UBS Group
Switzerland
$545M -$72.7M -1,768,071 -11%
Ameriprise
34
Ameriprise
Minnesota
$545M +$99.6M +2,421,744 +22%
AAMU
35
Amundi Asset Management US
Massachusetts
$501M -$78.2M -1,901,316 -13%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$464M -$1.54B -37,354,605 -76%
Invesco
37
Invesco
Georgia
$458M -$67.6M -1,644,078 -13%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$426M +$14.6M +354,900 +3%
GQG Partners
39
GQG Partners
Florida
$417M +$429M +10,441,311 New
American Century Companies
40
American Century Companies
Missouri
$416M -$30.1M -732,573 -7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$408M -$33.7M -818,277 -7%
ClearBridge Investments
42
ClearBridge Investments
New York
$393M +$11M +267,273 +3%
RJA
43
Raymond James & Associates
Florida
$390M +$6.66M +162,009 +2%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$356M +$76.1M +1,849,422 +26%
CA
45
Cullinan Associates
Kentucky
$353M -$2.64M -64,239 -0.7%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$346M -$27.5M -668,073 -7%
Prudential Financial
47
Prudential Financial
New Jersey
$341M +$102M +2,478,318 +41%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$329M -$20.9M -507,483 -6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$327M +$12.6M +306,801 +4%
Stifel Financial
50
Stifel Financial
Missouri
$311M +$10.6M +258,705 +3%

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.