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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
PFPT
801
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.08M +$209K +5,082 +7%
HB
802
Homrich & Berg
Georgia
$3.08M +$659K +16,014 +26%
RFM
803
Royal Fund Management
Florida
$3.07M -$1.82M -44,184 -36%
PAS
804
Park Avenue Securities
New York
$3.07M +$3.16M +76,818 New
IFAM
805
Institutional & Family Asset Management
Colorado
$3.06M +$170K +4,125 +6%
Wolverine Trading
806
Wolverine Trading
Illinois
$3.06M +$738K +17,940 +30%
CBB
807
Citizens Business Bank
California
$3.04M -$99.7K -2,424 -3%
NB
808
NBT Bank
New York
$3.04M -$61.7K -1,500 -2%
AFM
809
Andesa Financial Management
Pennsylvania
$3.02M +$49.4K +1,200 +2%
TFA
810
Transamerica Financial Advisors
Florida
$3.02M +$3.11M +75,729 +504,860%
SAM
811
Silvercrest Asset Management
New York
$3.02M -$17.5K -426 -0.6%
SC
812
Slow Capital
California
$3.02M +$13.1K +318 +0.4%
SCM
813
Shelton Capital Management
Colorado
$3.01M +$124K +3,003 +4%
MIAN
814
Mariner Independent Advisor Network
Kansas
$3.01M -$305K -7,410 -9%
ACM
815
Alpha Capital Management
Texas
$3M +$27.4K +666 +0.9%
MERSOM
816
Municipal Employees' Retirement System of Michigan
Michigan
$2.99M -$3.05M -74,130 -50%
TYCC
817
Texas Yale Capital Corp
Florida
$2.95M -$729K -17,721 -19%
SIM
818
Stratos Investment Management
Ohio
$2.94M +$529K +12,858 +21%
BRWM
819
B. Riley Wealth Management
Tennessee
$2.93M -$668K -16,233 -18%
VIA
820
Vident Investment Advisory
Georgia
$2.92M +$431K +10,485 +17%
JSL
821
JT Stratford LLC
Georgia
$2.92M +$648K +15,765 +28%
WSTAM
822
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M +$147K +3,564 +5%
RG
823
Rikoon Group
New Mexico
$2.92M +$549K +13,338 +22%
QIM
824
Quest Investment Management
Oregon
$2.91M
LHC
825
Little House Capital
Massachusetts
$2.91M -$176K -4,284 -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.