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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
Principal Financial Group
51
Principal Financial Group
Iowa
$290M +$25.9M +629,799 +9%
US Bancorp
52
US Bancorp
Minnesota
$285M -$4.5M -109,467 -2%
Capital World Investors
53
Capital World Investors
California
$284M -$77.8M -1,892,346 -21%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$284M +$13.7M +332,928 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$284M +$21.7M +526,632 +8%
EIP
56
Epoch Investment Partners
New York
$272M +$36.4M +884,892 +15%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$263M -$36.1M -877,587 -12%
CS
58
Credit Suisse
Switzerland
$258M -$14M -339,810 -5%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$255M -$13.1M -318,540 -5%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$253M +$247M +5,994,225 +1,777%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$253M -$1.73M -42,066 -0.7%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$249M -$46.2M -1,122,498 -15%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$236M +$7.01M +170,367 +3%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$236M +$9.12M +221,802 +4%
AG
65
Aperio Group
California
$228M -$2.49M -60,534 -1%
Massachusetts Financial Services
66
Massachusetts Financial Services
Massachusetts
$225M +$72.2M +1,756,287 +45%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$222M -$3.1M -75,270 -1%
WRF
68
Waddell & Reed Financial
Kansas
$210M -$82.6M -2,007,099 -28%
EVM
69
Eaton Vance Management
Massachusetts
$202M +$163M +3,974,391 +365%
National Pension Service
70
National Pension Service
South Korea
$202M +$4.74M +115,218 +2%
Canada Life
71
Canada Life
Manitoba, Canada
$196M -$2.63M -64,032 -1%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$193M -$56.3M -1,369,188 -22%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$192M +$1.49M +36,267 +0.8%
CGI
74
Comgest Global Investors
France
$188M +$8.88M +215,973 +5%
Citigroup
75
Citigroup
New York
$186M +$30M +729,345 +19%

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.