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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
AIM
851
Aspen Investment Management
Michigan
$2.75M +$1.14M +27,699 +67%
BPA
852
Beacon Pointe Advisors
California
$2.75M +$1.13M +27,447 +66%
MA
853
Mutual Advisors
Nebraska
$2.75M +$742K +18,030 +35%
MCM
854
Mitchell Capital Management
Kansas
$2.75M +$42.6K +1,035 +2%
AssetMark Inc
855
AssetMark Inc
California
$2.74M +$289K +7,029 +11%
AGM
856
Alpine Global Management
New York
$2.73M +$2.81M +68,397 New
BWM
857
BerganKDV Wealth Management
Minnesota
$2.73M +$35K +852 +1%
Fuller & Thaler Asset Management
858
Fuller & Thaler Asset Management
California
$2.71M
NAM
859
North American Management
Massachusetts
$2.71M
Nomura Holdings
860
Nomura Holdings
Japan
$2.7M +$1.5M +36,480 +117%
IA
861
IFP Advisors
Florida
$2.68M -$119K -2,889 -4%
PA
862
Parallel Advisors
California
$2.68M +$118K +2,871 +4%
HCA
863
Horan Capital Advisors
Ohio
$2.68M +$101K +2,445 +4%
FDS
864
Freedom Day Solutions
Texas
$2.68M -$19K -462 -0.7%
BFC
865
Blue Fin Capital
Rhode Island
$2.68M +$1.13M +27,384 +69%
Tudor Investment Corp
866
Tudor Investment Corp
Connecticut
$2.68M +$1.93M +47,013 +235%
MJRIC
867
Mogy Joel R Investment Counsel
California
$2.67M
PCM
868
Parsons Capital Management
Rhode Island
$2.67M +$72.1K +1,752 +3%
MAFM
869
Mid Atlantic Financial Management
Pennsylvania
$2.67M +$154K +3,735 +6%
CDH
870
Charles D. Hyman
$2.67M -$9.75K -237 -0.4%
1SB
871
1ST Source Bank
Indiana
$2.66M +$47.6K +1,158 +2%
BFA
872
Brendel Financial Advisors
New Hampshire
$2.65M -$85K -2,067 -3%
PG
873
Pendal Group
Australia
$2.65M -$1.03M -25,080 -27%
B
874
Bellecapital
Switzerland
$2.65M +$213K +5,178 +8%
VFA
875
Voya Financial Advisors
Connecticut
$2.64M -$616K -14,976 -18%

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.