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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
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$7.29M +$74K +1,800 +1%
LPT
502
Legacy Private Trust
Wisconsin
$7.17M +$746K +18,144 +11%
AAS
503
Avantax Advisory Services
Texas
$7.11M +$77K +1,872 +1%
SWM
504
Segment Wealth Management
Texas
$7.09M +$33.6K +816 +0.5%
Cerity Partners
505
Cerity Partners
New York
$7.08M +$3.82M +92,895 +110%
BBVA
506
Banco Bilbao Vizcaya Argentaria
Spain
$7.07M +$720K +17,493 +11%
ACC
507
Accident Compensation Corp
New Zealand
$7.07M +$296K +7,200 +4%
KWMG
508
King Wealth Management Group
Florida
$7.05M +$6.83M +166,044 +1,593%
LCM
509
Landscape Capital Management
New Jersey
$7.01M +$7.22M +175,614 New
DJSG
510
D.J. St. Germain
Massachusetts
$6.97M -$20.9K -507 -0.3%
PSUF
511
People's United Financial
Connecticut
$6.95M -$196K -4,758 -3%
SPC
512
Sigma Planning Corp
Michigan
$6.94M +$734K +17,853 +11%
BL
513
BCWM LLC
Kansas
$6.92M +$101K +2,454 +1%
PGIM
514
Pacific Global Investment Management
California
$6.83M -$354K -8,598 -5%
HFS
515
Hantz Financial Services
Michigan
$6.82M +$118K +2,868 +2%
CWG
516
Cornerstone Wealth Group
North Carolina
$6.78M +$617K +14,991 +10%
GCA
517
Greenwood Capital Associates
South Carolina
$6.77M +$138K +3,357 +2%
TF
518
Tompkins Financial
New York
$6.75M +$566K +13,770 +9%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$6.75M -$243K -5,898 -3%
EAM
520
Exane Asset Management
France
$6.73M +$6.93M +168,528 New
FMC
521
First Merchants Corp
Indiana
$6.71M +$229K +5,559 +3%
CC
522
Cipher Capital
New York
$6.69M +$4.9M +119,016 +245%
CHC
523
City Holding Co
West Virginia
$6.55M +$290K +7,041 +4%
HI
524
Hoey Investments
Pennsylvania
$6.53M +$684K +16,626 +11%
AWM
525
Altavista Wealth Management
North Carolina
$6.53M -$29.2K -711 -0.4%

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.