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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
JWCA
826
J.W. Coons Advisors
Ohio
$2.91M +$66.6K +1,620 +2%
CCT
827
Capital City Trust
Florida
$2.9M +$62.1K +1,509 +2%
BCFS
828
Butensky & Cohen Financial Security
Florida
$2.9M -$86K -2,091 -3%
RMAM
829
Raab & Moskowitz Asset Management
New Jersey
$2.9M +$255K +6,195 +9%
SFG
830
SevenBridge Financial Group
Pennsylvania
$2.9M -$22.8K -555 -0.8%
BA
831
Birinyi Associates
Connecticut
$2.89M -$80.2K -1,950 -3%
CNBTD
832
Citizens National Bank Trust Department
Mississippi
$2.89M
HCM
833
Hutner Capital Management
Vermont
$2.89M +$102K +2,472 +4%
AC
834
Alexandria Capital
Virginia
$2.88M +$24.1K +585 +0.8%
RWM
835
RBA Wealth Management
California
$2.88M +$35.5K +864 +1%
ANTB
836
AMG National Trust Bank
Colorado
$2.87M +$2.95M +71,811 New
APP
837
Avantax Planning Partners
Iowa
$2.86M +$54K +1,314 +2%
HC
838
Hourglass Capital
Texas
$2.86M +$247 +6 +0%
BL
839
BFSG LLC
California
$2.86M +$154K +3,735 +6%
WCA
840
Westover Capital Advisors
Delaware
$2.86M +$55.2K +1,341 +2%
TGAM
841
TBH Global Asset Management
Tennessee
$2.85M +$513K +12,462 +21%
HSA
842
HBK Sorce Advisory
Pennsylvania
$2.85M +$746K +18,129 +34%
APSI
843
Asset Planning Services Inc
Louisiana
$2.84M +$2.93M +71,130 New
ST
844
Somerset Trust
Pennsylvania
$2.84M +$141K +3,435 +5%
PJSIMP
845
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.83M +$2.92M +70,995 New
TRCT
846
Tower Research Capital (TRC)
New York
$2.83M +$2.08M +50,529 +248%
BAMF
847
BI Asset Management Fondsmaeglerselskab
Denmark
$2.83M +$787K +19,128 +37%
OSNBOA
848
Old Second National Bank of Aurora
Illinois
$2.8M -$149K -3,630 -5%
S
849
SignatureFD
Georgia
$2.77M -$12.5K -303 -0.4%
NIC
850
Northwest Investment Counselors
Oregon
$2.77M -$28.8K -699 -1%

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.