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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
BCM
626
Bayesian Capital Management
New York
$4.85M +$2.78M +67,500 +125%
CK
627
Cohen Klingenstein
New York
$4.83M
NSEDCP
628
NJ State Employees Deferred Compensation Plan
New Jersey
$4.79M
PWW
629
Pettyjohn Wood & White
Virginia
$4.79M -$135K -3,270 -3%
AIA
630
Allied Investment Advisors
Montana
$4.78M -$357K -8,673 -7%
WCM
631
Weik Capital Management
Pennsylvania
$4.78M -$328K -7,980 -6%
BRWA
632
B. Riley Wealth Advisors
Florida
$4.75M +$582K +14,148 +13%
CIA
633
Covington Investment Advisors
Pennsylvania
$4.75M +$102K +2,475 +2%
AAS
634
Annex Advisory Services
Wisconsin
$4.74M +$228K +5,550 +5%
CB
635
Community Bank
New York
$4.73M +$374K +9,096 +8%
BIM
636
Bridges Investment Management
Nebraska
$4.72M -$352K -8,550 -7%
AWP
637
Ascent Wealth Partners
New York
$4.69M +$328K +7,968 +7%
WTC
638
WhitTier Trust Company
Nevada
$4.68M -$7.77K -189 -0.2%
BG
639
Bahl & Gaynor
Ohio
$4.68M +$10.9K +264 +0.2%
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.68M -$8.88K -216 -0.2%
HZ
641
Hixon Zuercher
Ohio
$4.67M +$350K +8,517 +8%
CAM
642
Cresset Asset Management
Illinois
$4.66M +$769K +18,693 +19%
ECM
643
Everence Capital Management
Indiana
$4.63M +$312K +7,590 +7%
AAMA
644
Advanced Asset Management Advisors
Ohio
$4.62M +$844K +20,523 +22%
MWM
645
Marietta Wealth Management
Georgia
$4.61M -$45.7K -1,110 -1%
AM
646
Atwater Malick
Pennsylvania
$4.6M +$144K +3,504 +3%
USAA
647
United Services Automobile Association
Texas
$4.59M -$5.07M -123,228 -52%
MCM
648
Mattern Capital Management
Colorado
$4.57M -$67.1K -1,632 -1%
EWM
649
Executive Wealth Management
Michigan
$4.57M +$201K +4,884 +4%
BOTW
650
Bank of the West
California
$4.56M +$2.24M +54,561 +92%

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.