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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
KRSITF
676
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.17M -$1.01M -24,528 -19%
SW
677
SlateStone Wealth
Florida
$4.15M -$165K -4,005 -4%
IRF
678
IBM Retirement Fund
New York
$4.15M -$60.1K -1,461 -1%
Cetera Investment Advisers
679
Cetera Investment Advisers
Illinois
$4.15M -$25.7K -624 -0.6%
TLP
680
Trinity Legacy Partners
Texas
$4.14M +$145K +3,531 +3%
LA
681
LVW Advisors
New York
$4.12M +$288K +7,011 +7%
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$4.12M -$555K -13,482 -12%
PA
683
Profund Advisors
Maryland
$4.08M +$403K +9,795 +11%
TNB
684
TCF National Bank
South Dakota
$4.08M +$753K +18,315 +20%
PP
685
Patten & Patten
Tennessee
$4.04M +$24.8K +603 +0.6%
OBGC
686
O'Brien Greene & Co
Pennsylvania
$4.03M +$129K +3,135 +3%
GG
687
Gofen & Glossberg
Illinois
$4.03M +$811K +19,722 +24%
HCM
688
Horrell Capital Management
Arkansas
$4.02M +$32.9K +801 +0.8%
AIC
689
Argus Investors Counsel
New York
$4.02M -$61.7K -1,500 -1%
BSW
690
Buckingham Strategic Wealth
Missouri
$4.02M -$849K -20,631 -17%
CCM
691
Chickasaw Capital Management
Tennessee
$4.01M -$811K -19,725 -16%
SCA
692
Stokes Capital Advisors
South Carolina
$4.01M +$296K +7,203 +8%
BB
693
Busey Bank
Illinois
$3.98M -$92.9K -2,259 -2%
EOJOAM
694
E. Ohman J:or Asset Management
Sweden
$3.96M +$123K +3,000 +3%
IMRF
695
Illinois Municipal Retirement Fund
Illinois
$3.96M +$1M +24,312 +32%
CRB
696
Chad R. Baker
$3.95M
QP
697
Quilter Plc
United Kingdom
$3.93M -$28.3K -687 -0.7%
BA
698
Baugh & Associates
Georgia
$3.92M +$217K +5,265 +6%
CA
699
Cetera Advisors
Colorado
$3.89M +$262K +6,366 +7%
CIP
700
Convergence Investment Partners
Florida
$3.89M -$231K -5,604 -5%

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.