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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
RMC
876
Resources Management Corp
Connecticut
$2.62M +$90.3K +2,196 +3%
EWA
877
EP Wealth Advisors
California
$2.62M -$90K -2,187 -3%
FMTCOCP
878
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.62M +$557K +13,536 +26%
GVAG
879
Great Valley Advisor Group
Delaware
$2.62M +$319K +7,752 +13%
Koshinski Asset Management
880
Koshinski Asset Management
Illinois
$2.61M +$110K +2,673 +4%
FWM
881
Frontier Wealth Management
Missouri
$2.61M +$170K +4,122 +7%
PAM
882
Palisade Asset Management
Minnesota
$2.6M -$13K -315 -0.5%
MIC
883
Meridian Investment Counsel
California
$2.6M
BFA
884
Benedict Financial Advisors
Georgia
$2.6M -$25.2K -612 -0.9%
WF
885
WoodTrust Financial
Wisconsin
$2.59M +$243K +5,901 +10%
RIA
886
Regal Investment Advisors
Michigan
$2.58M +$2.66M +64,737 New
CCM
887
Crossvault Capital Management
Texas
$2.58M -$18.5K -450 -0.7%
WIC
888
Woodmont Investment Counsel
Tennessee
$2.58M -$72.3K -1,758 -3%
PHS
889
Pekin Hardy Strauss
Illinois
$2.58M -$71K -1,725 -3%
CS
890
Candriam SCA
Luxembourg
$2.58M -$2.38M -57,753 -47%
CCP
891
Corient Capital Partners
California
$2.57M +$59.7K +1,452 +2%
CA
892
Clearstead Advisors
Ohio
$2.57M +$99K +2,406 +4%
FPCG
893
Fort Pitt Capital Group
Pennsylvania
$2.57M -$2.59K -63 -0.1%
SAM
894
Sompo Asset Management
Japan
$2.57M +$1.95M +47,430 +281%
IA
895
IFG Advisory
Georgia
$2.56M -$601K -14,619 -19%
SXL
896
Summit X LLC
Missouri
$2.56M +$74.2K +1,803 +3%
ETI
897
Enterprise Trust & Investment
California
$2.53M -$30.9K -750 -1%
QSS
898
Quantitative Systematic Strategies
Florida
$2.52M +$2.15M +52,230 +481%
AF
899
Alerus Financial
North Dakota
$2.51M +$553K +13,452 +27%
AIL
900
AGF Investments LLC
Ontario, Canada
$2.51M +$5.06K +123 +0.2%

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.