We are live on ! Find out more
WMT icon

Walmart Inc
WMT

2,123 hedge funds and large institutions have $97.4B invested in Walmart Inc in 2020 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 847 increasing their positions, 915 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 82 → 123 (+41)

6% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 138

6% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.48B

0.54% less ownership

Funds ownership: 91.38% → 90.84% (-0.54%)

1% less funds holding

Funds holding: 2,142 → 2,123 (-19)

7% less repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 915

5% less capital invested

Capital invested by funds: $103B → $97.4B (-$5.3B)

Holders
2,123
Holders Change
-19
Holders Change %
-0.89%
% of All Funds
46.77%
Holding in Top 10
123
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+50%
% of All Funds
2.71%
New
146
Increased
847
Reduced
915
Closed
138
Calls
$1.57B
Puts
$1.48B
Net Calls
+$84.4M
Net Calls Change
+$581M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$466M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$441M
3
Charles Schwab
Charles Schwab
California
+$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$277M
5
EIP
Epoch Investment Partners
New York
+$206M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$455M
2
CSIA
Charles Schwab Investment Advisory
California
-$377M
3
Goldman Sachs
Goldman Sachs
New York
-$343M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$258M
5
Barclays
Barclays
United Kingdom
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
951
Ropes Wealth Advisors
Massachusetts
$1.91M -$98.2K -2,553 -5%
TCOV
952
Trust Company of Vermont
Vermont
$1.89M +$146K +3,801 +8%
HR
953
Hayden Royal
North Carolina
$1.88M -$65.5K -1,704 -3%
ADL
954
Asset Dedication LLC
California
$1.88M -$189K -4,905 -9%
TG
955
TCW Group
California
$1.88M -$516K -13,410 -21%
AF
956
Alerus Financial
North Dakota
$1.88M +$1.9M +49,500 New
NG
957
Northstar Group
New York
$1.85M -$219K -5,703 -10%
PNC
958
Park National Corp
Ohio
$1.85M -$125K -3,258 -6%
CC
959
Cipher Capital
New York
$1.84M -$1.34M -34,872 -42%
TCOT
960
Trust Company of Toledo
Ohio
$1.84M +$153K +3,981 +9%
SCCM
961
Schafer Cullen Capital Management
New York
$1.84M +$139K +3,621 +8%
DPIM
962
Duff & Phelps Investment Management
Illinois
$1.83M +$31.2K +810 +2%
RCAG
963
Rehmann Capital Advisory Group
Michigan
$1.83M +$1.86M +48,294 New
WEC
964
Winslow Evans & Crocker
Massachusetts
$1.83M +$11.3K +294 +0.6%
SV
965
Sturgeon Ventures
United Kingdom
$1.81M +$1.84M +47,904 New
EP
966
Eudaimonia Partners
Tennessee
$1.8M -$12.5K -324 -0.7%
CFA
967
Carroll Financial Associates
North Carolina
$1.8M +$359K +9,333 +24%
GW
968
GW & Wade
Massachusetts
$1.8M -$1.19M -30,891 -39%
SCM
969
Smith Capital Management
Arkansas
$1.8M +$12.3K +321 +0.7%
FHB
970
First Hawaiian Bank
Hawaii
$1.79M -$195K -5,076 -10%
AT
971
Arden Trust
Delaware
$1.78M -$63.7K -1,656 -3%
TPA
972
Trivium Point Advisory
Connecticut
$1.78M +$12.2K +318 +0.7%
WCM
973
Windsor Capital Management
Arizona
$1.78M +$45.4K +1,179 +3%
VAS
974
Vestmark Advisory Solutions
Massachusetts
$1.77M -$562K -14,598 -24%
TA
975
TCG Advisors
Texas
$1.77M +$708K +18,417 +65%
37 38
39
40 41

WMT Hedge Fund Activity: Q1 2020 in Review

2,123 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2020, worth a combined $97.4B — down 5.2% from $103B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new WMT positions and 138 closed out — a net gain of 8 holders — while 847 added to existing stakes and 915 trimmed.

The largest buyer was Norges Bank, adding an estimated $466M. The largest seller was Fidelity Investments, cutting an estimated $455M.

  • 2,123 institutional investors held Walmart Inc (WMT) as of Q1 2020, down from 2,142 in Q4 2019.
  • Funds reported $97.4B of Walmart Inc stock for Q1 2020, down 5.2% quarter-over-quarter.
  • 146 funds opened new Walmart Inc positions in Q1 2020 and 138 closed out, a net change of +8 holders.
  • The largest Walmart Inc buyer in Q1 2020 was Norges Bank, an estimated $466M added.
  • The largest Walmart Inc seller in Q1 2020 was Fidelity Investments, an estimated $455M sold.

Based on aggregated 13F filings for Q1 2020.