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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
SB
926
Strategic Blueprint
Georgia
$2.4M -$439K -10,665 -15%
CIC
927
Carnegie Investment Counsel
Ohio
$2.39M -$56.5K -1,374 -2%
CI
928
Conning Inc
Connecticut
$2.39M -$145K -3,537 -6%
FGP
929
Foyston, Gordon, & Payne
Ontario, Canada
$2.39M
FLI
930
Family Legacy Inc
South Carolina
$2.39M -$13K -315 -0.5%
AMCA
931
Arthur M. Cohen & Associates
Illinois
$2.38M +$1.19M +29,022 +95%
GP
932
Girard Partners
Pennsylvania
$2.36M -$131K -3,189 -5%
MWM
933
Mattern Wealth Management
Kansas
$2.35M +$100K +2,430 +4%
IFG
934
Independent Financial Group
California
$2.34M +$703K +17,091 +41%
SW
935
SteelPeak Wealth
California
$2.33M +$684K +16,617 +40%
TA
936
Tiedemann Advisors
New York
$2.33M -$23.4K -570 -1%
O
937
Ossiam
France
$2.32M +$594K +14,439 +33%
HTC
938
Haverford Trust Company
Pennsylvania
$2.31M +$30.9K +750 +1%
YIA
939
YHB Investment Advisors
Connecticut
$2.31M +$93.7K +2,277 +4%
TF
940
TRH Financial
Iowa
$2.3M +$2.28M +55,344 New
GEA
941
Glen Eagle Advisors
New Jersey
$2.28M +$455K +11,058 +24%
SBIA
942
Sheaff Brock Investment Advisors
Indiana
$2.28M -$2.63M -64,038 -53%
HCM
943
Hudson Capital Management
New Jersey
$2.27M -$181K -4,407 -7%
OIA
944
Optimum Investment Advisors
Illinois
$2.26M -$14.4K -351 -0.6%
PCAP
945
Pratt Collard Advisory Partners
New York
$2.25M -$208K -5,055 -8%
WSFS
946
Wilmington Savings Fund Society
Delaware
$2.25M -$56K -1,362 -2%
SA
947
SRH Advisors
Kansas
$2.25M +$1.23K +30 +0.1%
VCM
948
Virtue Capital Management
Tennessee
$2.23M +$2.3M +55,836 New
AF
949
Advisornet Financial
Minnesota
$2.23M -$236K -5,730 -9%
AIA
950
AIMZ Investment Advisors
California
$2.22M -$42.9K -1,044 -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.