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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
OPPTF
526
OPSEU Pension Plan Trust Fund
Ontario, Canada
$6.5M +$3.39M +82,500 +102%
MHIC
527
Marble Harbor Investment Counsel
Massachusetts
$6.45M -$180K -4,380 -3%
FLPIM
528
F.L. Putnam Investment Management
Massachusetts
$6.45M -$91.4K -2,223 -1%
DWM
529
Dorchester Wealth Management
Quebec, Canada
$6.44M -$511K -12,420 -7%
ABC
530
Associated Banc-Corp
Wisconsin
$6.44M +$169K +4,119 +3%
AAM
531
Auxier Asset Management
Oregon
$6.43M +$53.1K +1,290 +0.8%
CBN
532
Cadence Bank NA
Texas
$6.39M +$83.3K +2,025 +1%
Lido Advisors
533
Lido Advisors
California
$6.39M +$3.54M +86,121 +117%
LG
534
Leuthold Group
Minnesota
$6.39M +$5.94M +144,438 +932%
MCM
535
MAI Capital Management
Ohio
$6.38M +$1.23M +29,835 +23%
CB
536
Cadence Bank
Mississippi
$6.36M -$68.2K -1,659 -1%
DAC
537
Dividend Assets Capital
South Carolina
$6.36M -$706K -17,157 -10%
BRCM
538
Bright Rock Capital Management
Massachusetts
$6.35M -$740K -18,000 -10%
AI
539
Atria Investments
North Carolina
$6.3M +$6.49M +157,719 New
VWA
540
Visionary Wealth Advisors
Illinois
$6.28M +$21.7K +528 +0.3%
PTC
541
Petrus Trust Company
Texas
$6.25M -$914K -22,221 -12%
WPC
542
Waters Parkerson & Co
Louisiana
$6.24M -$18.5K -450 -0.3%
GF
543
Gabelli Funds
New York
$6.23M
MIM
544
Marco Investment Management
Georgia
$6.2M -$244K -5,925 -4%
MM
545
Meridian Management
Arkansas
$6.19M -$31.6K -768 -0.5%
SCA
546
Stonebridge Capital Advisors
Minnesota
$6.14M -$56.1K -1,365 -0.9%
FA
547
Financial Advantage
Maryland
$6.13M +$42.1K +1,023 +0.7%
FIB
548
First Interstate Bank
Montana
$6.09M -$84.2K -2,046 -1%
AAA
549
Adams Asset Advisors
Texas
$6.08M -$439K -10,671 -7%
FFWA
550
FRG Family Wealth Advisors
Washington
$6.08M +$90.1K +2,190 +1%

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.