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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
KWM
901
Kingsview Wealth Management
Oregon
$2.5M +$130K +3,153 +5%
TNB
902
Thomasville National Bank
Georgia
$2.5M -$2.57M -62,586 -50%
ATFA
903
All Terrain Financial Advisors
Minnesota
$2.5M +$2.31M +56,067 +865%
PH
904
Pinnacle Holdings
Oklahoma
$2.5M +$40.1K +975 +2%
LM
905
Lincluden Management
Ontario, Canada
$2.5M -$48.1K -1,170 -2%
WPW
906
Waldron Private Wealth
Pennsylvania
$2.49M -$1.05M -25,539 -29%
CG
907
CFO4Life Group
Texas
$2.49M -$33.3K -810 -1%
PCP
908
Proficio Capital Partners
Massachusetts
$2.48M +$49.1K +1,194 +2%
WS
909
Wedbush Securities
California
$2.48M +$177K +4,311 +6%
LNC
910
Lincoln National Corp
Pennsylvania
$2.48M +$413K +10,029 +19%
JWCA
911
J.W. Cole Advisors
Florida
$2.48M +$2.55M +62,010 New
SVWAG
912
Sound View Wealth Advisors Group
Georgia
$2.47M -$1.97K -48 -0.1%
CFGS
913
Concourse Financial Group Securities
Alabama
$2.47M +$275K +6,681 +12%
BAM
914
Blueshift Asset Management
New Jersey
$2.47M +$1.02M +24,753 +67%
SFA
915
Stewardship Financial Advisors
Georgia
$2.47M +$88.5K +2,151 +4%
HAI
916
Hennessy Advisors Inc
California
$2.47M -$111K -2,700 -4%
UCMOK
917
United Capital Management of KS
Kansas
$2.46M +$95.8K +2,328 +4%
SIM
918
Sterling Investment Management
Arizona
$2.45M -$628K -15,261 -20%
SMC
919
Smith, Moore & Co
Missouri
$2.44M -$120K -2,916 -5%
SC
920
Savant Capital
Illinois
$2.44M +$111K +2,697 +5%
RA
921
RFG Advisory
Alabama
$2.43M -$14.8K -360 -0.6%
AWA
922
ARS Wealth Advisors
Florida
$2.43M -$864 -21 -0%
RP
923
Riverbridge Partners
Minnesota
$2.43M -$14.3K -348 -0.6%
WP
924
WealthPLAN Partners
Nebraska
$2.42M +$37.8K +918 +2%
GLA
925
Great Lakes Advisors
Illinois
$2.41M -$2.89M -70,170 -54%

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.