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Walmart Inc
WMT

2,123 hedge funds and large institutions have $97.4B invested in Walmart Inc in 2020 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 847 increasing their positions, 915 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 82 → 123 (+41)

6% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 138

6% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.48B

0.54% less ownership

Funds ownership: 91.38% → 90.84% (-0.54%)

1% less funds holding

Funds holding: 2,142 → 2,123 (-19)

7% less repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 915

5% less capital invested

Capital invested by funds: $103B → $97.4B (-$5.3B)

Holders
2,123
Holders Change
-19
Holders Change %
-0.89%
% of All Funds
46.77%
Holding in Top 10
123
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+50%
% of All Funds
2.71%
New
146
Increased
847
Reduced
915
Closed
138
Calls
$1.57B
Puts
$1.48B
Net Calls
+$84.4M
Net Calls Change
+$581M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$466M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$441M
3
Charles Schwab
Charles Schwab
California
+$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$277M
5
EIP
Epoch Investment Partners
New York
+$206M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$455M
2
CSIA
Charles Schwab Investment Advisory
California
-$377M
3
Goldman Sachs
Goldman Sachs
New York
-$343M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$258M
5
Barclays
Barclays
United Kingdom
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
826
Freedom Day Solutions
Texas
$2.56M +$288K +7,497 +12%
CDH
827
Charles D. Hyman
$2.54M +$192K +4,980 +8%
Voloridge Investment Management
828
Voloridge Investment Management
Florida
$2.54M +$2.58M +67,011 New
MJRIC
829
Mogy Joel R Investment Counsel
California
$2.54M – – –
WIC
830
Woodmont Investment Counsel
Tennessee
$2.51M +$83.7K +2,175 +3%
PHS
831
Pekin Hardy Strauss
Illinois
$2.51M -$28.3K -735 -1%
RMAM
832
Raab & Moskowitz Asset Management
New Jersey
$2.51M +$42.2K +1,098 +2%
SLG
833
Stanley-Laman Group
Pennsylvania
$2.5M +$36.1K +939 +1%
BFA
834
Benedict Financial Advisors
Georgia
$2.49M -$28.3K -735 -1%
PAM
835
Palisade Asset Management
Minnesota
$2.48M -$118K -3,063 -4%
1SB
836
1ST Source Bank
Indiana
$2.48M +$468K +12,168 +23%
IG
837
ING Group
Netherlands
$2.47M -$9.01M -234,111 -78%
MIC
838
Meridian Investment Counsel
California
$2.47M -$25.4K -660 -1%
HCM
839
Hall Capital Management
Rhode Island
$2.47M +$637K +16,551 +34%
CCM
840
Crossvault Capital Management
Texas
$2.47M -$98.1K -2,550 -4%
PCM
841
Parsons Capital Management
Rhode Island
$2.46M +$23.3K +606 +0.9%
HCA
842
Horan Capital Advisors
Ohio
$2.45M +$6.69K +174 +0.3%
HAI
843
Hennessy Advisors Inc
California
$2.44M +$2.48M +64,500 New
CM
844
Capula Management
Cayman Islands
$2.44M +$2.48M +64,458 New
FPCG
845
Fort Pitt Capital Group
Pennsylvania
$2.44M +$325K +8,439 +15%
PA
846
Parallel Advisors
California
$2.43M +$127K +3,312 +5%
ETI
847
Enterprise Trust & Investment
California
$2.43M -$46.2K -1,200 -2%
SMC
848
Smith, Moore & Co
Missouri
$2.43M +$711K +18,483 +41%
LM
849
Lincluden Management
Ontario, Canada
$2.41M +$106K +2,760 +5%
RMC
850
Resources Management Corp
Connecticut
$2.41M +$73.5K +1,911 +3%
32 33
34
35 36

WMT Hedge Fund Activity: Q1 2020 in Review

2,123 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2020, worth a combined $97.4B — down 5.2% from $103B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new WMT positions and 138 closed out — a net gain of 8 holders — while 847 added to existing stakes and 915 trimmed.

The largest buyer was Norges Bank, adding an estimated $466M. The largest seller was Fidelity Investments, cutting an estimated $455M.

  • 2,123 institutional investors held Walmart Inc (WMT) as of Q1 2020, down from 2,142 in Q4 2019.
  • Funds reported $97.4B of Walmart Inc stock for Q1 2020, down 5.2% quarter-over-quarter.
  • 146 funds opened new Walmart Inc positions in Q1 2020 and 138 closed out, a net change of +8 holders.
  • The largest Walmart Inc buyer in Q1 2020 was Norges Bank, an estimated $466M added.
  • The largest Walmart Inc seller in Q1 2020 was Fidelity Investments, an estimated $455M sold.

Based on aggregated 13F filings for Q1 2020.