We are live on ! Find out more
WMT icon

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
AAM
601
Advisors Asset Management
Colorado
$5.2M +$1.39M +33,786 +35%
TFA
602
Toth Financial Advisory
Virginia
$5.19M +$399K +9,699 +8%
V
603
Veritable
Delaware
$5.19M -$422K -10,266 -7%
VRM
604
Vectors Research Management
New York
$5.18M -$21.3K -519 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
605
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.17M -$6.67M -162,270 -56%
HC
606
HNP Capital
New York
$5.17M +$4.48M +108,924 +518%
SGK
607
Steigerwald Gordon & Koch
Virginia
$5.13M +$4.32M +104,913 +444%
CT
608
Caldwell Trust
Florida
$5.13M +$194K +4,719 +4%
JCM
609
Jacobi Capital Management
Pennsylvania
$5.1M -$43.6K -1,059 -0.8%
OIM
610
Opus Investment Management
Massachusetts
$5.03M -$617K -15,000 -11%
TW
611
Transform Wealth
Colorado
$5.03M +$476K +11,571 +10%
JWM
612
JGP Wealth Management
Oregon
$5.01M -$81.6K -1,983 -2%
RBA
613
Richard Bernstein Advisors
New York
$5.01M -$2.59M -62,877 -33%
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$5M +$43.3K +1,053 +0.8%
BDF
615
Balasa Dinverno & Foltz
$4.99M -$155K -3,777 -3%
MCA
616
Mercer Capital Advisers
New Jersey
$4.99M -$5.92K -144 -0.1%
AC
617
Allstate Corporation
Illinois
$4.96M -$537K -13,050 -9%
RP
618
Rice Partnership
Hawaii
$4.94M +$2.52M +61,203 +98%
NB
619
Northwest Bancshares
Pennsylvania
$4.93M +$626K +15,228 +14%
CTA
620
Colonial Trust Advisors
South Carolina
$4.92M +$312K +7,593 +7%
ACS
621
Archford Capital Strategies
Illinois
$4.91M -$7.53K -183 -0.1%
BHWM
622
Bar Harbor Wealth Management
New Hampshire
$4.91M -$243K -5,916 -5%
SWP
623
Stratos Wealth Partners
Ohio
$4.9M +$303K +7,362 +6%
VV
624
Verity & Verity
South Carolina
$4.88M -$3.04M -73,806 -40%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$4.86M +$4.48M +108,987 +853%

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.