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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
MC
476
Moors & Cabot
Massachusetts
$8.35M +$1.07M +26,130 +14%
LIA
477
LS Investment Advisors
Michigan
$8.29M -$1.05M -25,647 -11%
CAN
478
Cetera Advisor Networks
California
$8.24M +$804K +19,545 +10%
HT
479
HighTower Trust
Texas
$8.22M +$91.9K +2,235 +1%
VWM
480
Venturi Wealth Management
Texas
$8.17M -$935K -22,731 -10%
LBC
481
Lowe Brockenbrough & Co
Virginia
$7.94M -$94.3K -2,292 -1%
Mirae Asset Global Investments
482
Mirae Asset Global Investments
South Korea
$7.86M -$1.93M -46,812 -19%
WAM
483
World Asset Management
Michigan
$7.85M -$2.93M -71,175 -27%
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$7.84M +$4.05M +98,370 +100%
UR
485
USCA RIA
Texas
$7.8M -$593K -14,409 -7%
FAB
486
First American Bank
Illinois
$7.75M +$297K +7,209 +4%
CWM
487
Calamos Wealth Management
Illinois
$7.67M -$1.59M -38,715 -17%
DWM
488
Dakota Wealth Management
Florida
$7.64M +$259K +6,306 +3%
EWM
489
Edge Wealth Management
New York
$7.63M -$203K -4,941 -3%
MMA
490
Miracle Mile Advisors
California
$7.58M +$1.45M +35,202 +23%
GCAC
491
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.56M +$850K +20,655 +9%
DY
492
Dowling & Yahnke
California
$7.54M -$653K -15,885 -8%
FSA
493
Franklin Street Advisors
North Carolina
$7.51M -$548K -13,314 -7%
BHB
494
Bank Hapoalim BM
Israel
$7.46M +$872K +21,192 +13%
EAM
495
Eagle Asset Management
Florida
$7.41M +$48.2K +1,173 +0.6%
CM
496
Churchill Management
California
$7.39M -$6.05K -147 -0.1%
WIA
497
Wealthstreet Investment Advisors
Texas
$7.38M +$24.7K +600 +0.3%
TSW
498
Thompson Siegel & Walmsley
Virginia
$7.38M -$898K -21,825 -11%
WB
499
Webster Bank
Connecticut
$7.35M +$1.85K +45 +0%
CP
500
Cumberland Partners
Ontario, Canada
$7.31M -$544K -13,230 -7%

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.