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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
BNP Paribas Asset Management
726
BNP Paribas Asset Management
France
$3.62M +$446K +10,839 +14%
FBC
727
Fairfield, Bush & Co
Connecticut
$3.62M +$384K +9,324 +11%
FM
728
Family Management
New York
$3.6M +$175K +4,266 +5%
ST
729
Spinnaker Trust
Maine
$3.6M -$14.9K -363 -0.4%
OCM
730
One Capital Management
California
$3.6M +$63.2K +1,536 +2%
GIM
731
Grassi Investment Management
California
$3.6M
SLI
732
Sumitomo Life Insurance
Japan
$3.59M -$319K -7,749 -8%
HPIA
733
Hamilton Point Investment Advisors
North Carolina
$3.57M +$75.5K +1,836 +2%
WKWM
734
Walter & Keenan Wealth Management
Indiana
$3.56M +$2.41M +58,599 +192%
HAG
735
HighPoint Advisor Group
Illinois
$3.55M +$131K +3,180 +4%
Wealth Enhancement Advisory Services
736
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$2.85M +69,330 +636%
BIM
737
Bridgecreek Investment Management
Oklahoma
$3.54M
LWCFA
738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.54M -$386K -9,381 -10%
CWS
739
Cypress Wealth Services
California
$3.54M -$17.2K -417 -0.5%
GP
740
Greenline Partners
New York
$3.51M -$177K -4,314 -5%
H
741
Hexavest
Quebec, Canada
$3.5M -$73.6M -1,788,129 -95%
CCT
742
Chemung Canal Trust
New York
$3.5M -$1.38M -33,621 -28%
PMAM
743
Picton Mahoney Asset Management
Ontario, Canada
$3.5M -$142K -3,456 -4%
VFA
744
Valeo Financial Advisors
Indiana
$3.49M -$172K -4,188 -5%
SA
745
Silversage Advisors
California
$3.48M +$1.34M +32,652 +57%
VWA
746
V Wealth Advisors
Kansas
$3.48M -$1.19M -28,824 -25%
VC
747
Veracity Capital
Georgia
$3.46M +$499K +12,129 +16%
CCM
748
Coldstream Capital Management
Washington
$3.46M -$717K -17,430 -17%
ECML
749
Eagle Capital Management (Louisiana)
Louisiana
$3.45M +$127K +3,081 +4%
SAM
750
SignalPoint Asset Management
Missouri
$3.44M +$53.7K +1,305 +2%

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.