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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
CWM
776
Cornerstone Wealth Management
Missouri
$3.21M +$171K +4,164 +5%
CIA
777
Capital Investment Advisors
Georgia
$3.21M +$19K +462 +0.6%
IC
778
Inscription Capital
Texas
$3.2M +$164K +3,990 +5%
RIM
779
Reliant Investment Management
Tennessee
$3.19M +$247K +6,000 +8%
NAM
780
NorthCoast Asset Management
Connecticut
$3.19M +$1.41M +34,317 +75%
SMG
781
Spectrum Management Group
Indiana
$3.19M +$160K +3,888 +5%
SCM
782
Schnieders Capital Management
California
$3.19M -$164K -3,993 -5%
HCM
783
Hall Capital Management
Rhode Island
$3.19M +$597K +14,505 +22%
MHS
784
M Holdings Securities
Oregon
$3.18M -$1.03M -24,951 -24%
F
785
F3Logic
Minnesota
$3.17M +$424K +10,320 +15%
CFSG
786
Community Financial Services Group
Vermont
$3.17M -$121K -2,934 -4%
JFL
787
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.17M +$186K +4,515 +6%
AIM
788
Acropolis Investment Management
Missouri
$3.14M +$69.6K +1,692 +2%
WIA
789
World Investment Advisors
California
$3.14M +$2.94M +71,424 New
RIM
790
Rampart Investment Management
Connecticut
$3.13M +$1.84M +44,814 +133%
AHC
791
Adell Harriman & Carpenter
Texas
$3.13M +$205K +4,995 +7%
RCM
792
Radnor Capital Management
Pennsylvania
$3.13M
IC
793
Investment Counsel
Michigan
$3.12M +$34.2K +831 +1%
CAI
794
Capital Advisors Inc
Oklahoma
$3.11M +$191K +4,635 +7%
HW
795
Hancock Whitney
Mississippi
$3.11M +$1.72M +41,865 +116%
VPIM
796
Vanguard Personalized Indexing Management
California
$3.1M -$743K -18,066 -19%
SM
797
Sciencast Management
New Jersey
$3.1M +$1.37M +33,396 +89%
PAMG
798
Patton Albertson Miller Group
Tennessee
$3.1M -$52.8K -1,284 -2%
ECM
799
ExodusPoint Capital Management
New York
$3.09M +$111K +2,688 +4%
HIP
800
Harrell Investment Partners
Texas
$3.08M -$195K -4,731 -6%

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.