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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
PC
551
PointState Capital
New York
$6.06M +$6.24M +151,770 New
CIC
552
Crawford Investment Counsel
Georgia
$6.03M -$353K -8,571 -5%
CCG
553
Cypress Capital Group
Florida
$6.01M +$683K +16,605 +12%
LIM
554
Leavell Investment Management
Alabama
$5.98M +$279K +6,771 +5%
RC
555
RBF Capital
California
$5.96M
LS
556
Livforsakringsbolaget Skandia
Sweden
$5.91M +$2.96M +71,850 +94%
FAT
557
First American Trust
California
$5.91M +$5.77M +140,346 +1,851%
MPA
558
Marvin & Palmer Associates
Delaware
$5.91M +$1.11M +26,943 +22%
HT
559
Heritage Trust
Oklahoma
$5.9M +$128K +3,123 +2%
LSA
560
L & S Advisors
California
$5.89M -$944K -22,953 -13%
6M
561
6 Meridian
Kansas
$5.88M -$12.3M -298,605 -67%
HWM
562
Holloway Wealth Management
Florida
$5.85M
AMI
563
Amica Mutual Insurance
Rhode Island
$5.82M
Assenagon Asset Management
564
Assenagon Asset Management
Luxembourg
$5.81M -$39.4M -957,279 -87%
GL
565
Graypoint LLC
New York
$5.79M +$114K +2,763 +2%
CAM
566
Carret Asset Management
New York
$5.78M -$12.8K -312 -0.2%
DC
567
Davenport & Co
Virginia
$5.75M -$41.7K -1,014 -0.7%
BOC
568
Barbara Oil Co
Illinois
$5.75M
NEAM
569
New England Asset Management
Connecticut
$5.74M -$518K -12,600 -8%
WIC
570
Willis Investment Counsel
Georgia
$5.72M -$8.39K -204 -0.1%
AI
571
Atom Investors
Texas
$5.71M +$5.89M +143,127 New
BRM
572
Boston Research & Management
Massachusetts
$5.71M -$22.2K -540 -0.4%
First Manhattan
573
First Manhattan
New York
$5.7M +$54.7K +1,329 +0.9%
TWM
574
TLW Wealth Management
Florida
$5.7M +$2.24M +54,519 +62%
WCM
575
Wedge Capital Management
North Carolina
$5.69M -$1.99M -48,360 -25%

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.