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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
BOH
751
Bank of Hawaii
Hawaii
$3.44M +$163K +3,951 +5%
MCM
752
Murphy Capital Management
New Jersey
$3.44M +$382K +9,282 +12%
DT
753
Diversified Trust
Tennessee
$3.42M +$1.23K +30 +0%
CAL
754
Capital Analysts LLC
Pennsylvania
$3.41M -$69.1K -1,680 -2%
GA
755
Gateway Advisory
New Jersey
$3.41M +$3.51M +85,344 New
EWM
756
Evercore Wealth Management
New York
$3.4M -$113K -2,736 -3%
FMB
757
Field & Main Bank
Kentucky
$3.38M +$3.48M +84,663 New
BP
758
Ballentine Partners
Massachusetts
$3.37M -$37.8K -918 -1%
RMSCM
759
R.M. Sincerbeaux Capital Management
New York
$3.37M
SAM
760
Strategy Asset Managers
California
$3.36M -$44.5K -1,083 -1%
HVIA
761
Hudson Valley Investment Advisors
New York
$3.35M -$72.7K -1,767 -2%
APA
762
American Portfolios Advisors
New York
$3.35M +$657K +15,972 +23%
CWM
763
Cordatus Wealth Management
Pennsylvania
$3.35M +$497K +12,075 +17%
EF
764
Exeter Financial
Arizona
$3.34M -$55.8K -1,356 -2%
Credit Agricole
765
Credit Agricole
France
$3.34M +$1.84M +44,658 +114%
DIS
766
Diversified Investment Strategies
Louisiana
$3.34M -$287K -6,975 -8%
AIP
767
Ameritas Investment Partners
Nebraska
$3.34M -$174K -4,236 -5%
PT
768
Plimoth Trust
Massachusetts
$3.34M +$536K +13,020 +18%
NMIFOAC
769
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.31M
SP
770
Symmetry Partners
Connecticut
$3.29M -$781K -18,975 -19%
MYLI
771
Meiji Yasuda Life Insurance
Japan
$3.29M +$385K +9,351 +13%
KJHP
772
K.J. Harrison & Partners
Ontario, Canada
$3.28M +$2.16M +52,620 +178%
WCM
773
Windward Capital Management
California
$3.27M -$73.3K -1,782 -2%
FCBT
774
First Citizens Bank & Trust
North Carolina
$3.24M -$4.59M -111,702 -58%
AAM
775
AR Asset Management
California
$3.21M

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.