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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
1WA
951
180 Wealth Advisors
Washington
$2.21M -$36.9K -897 -2%
EHWM
952
Eads & Heald Wealth Management
Georgia
$2.21M -$21.3K -519 -0.9%
DI
953
Diligent Investors
California
$2.21M +$3.21K +78 +0.1%
CAS
954
Cascadia Advisory Services
Oregon
$2.2M +$2.27M +55,191 New
GAMC
955
Garner Asset Management Corp
Texas
$2.2M +$45.3K +1,101 +2%
BWA
956
BDO Wealth Advisors
Florida
$2.2M -$115K -2,793 -5%
IWM
957
IHT Wealth Management
Illinois
$2.19M +$125K +3,030 +6%
MSAM
958
Moloney Securities Asset Management
Missouri
$2.19M -$168K -4,083 -7%
CC
959
Centiva Capital
New York
$2.19M +$2.25M +54,714 New
SIG
960
Sargent Investment Group
Maryland
$2.18M +$7.9K +192 +0.4%
CCA
961
Checchi Capital Advisers
California
$2.18M -$37.9K -921 -2%
TA
962
TCG Advisors
Texas
$2.17M +$311K +7,560 +16%
DP
963
Dearborn Partners
Illinois
$2.17M -$57.6K -1,401 -3%
DFA
964
Delta Financial Advisors
Louisiana
$2.17M +$47.6K +1,158 +2%
IIC
965
Ironwood Investment Counsel
Arizona
$2.16M -$34.2K -831 -2%
WAM
966
Wealthspire Advisors (Maryland)
Maryland
$2.16M +$18.8K +456 +0.8%
TC
967
Telemus Capital
Michigan
$2.16M -$4.81K -117 -0.2%
CL
968
CPWM LLC
Washington
$2.16M -$55.5K -1,350 -2%
MMHP
969
Murphy Middleton Hinkle & Parker
Georgia
$2.16M +$21.8K +531 +1%
BFM
970
Boothbay Fund Management
New York
$2.16M +$1.86M +45,132 +509%
LNB
971
Ledyard National Bank
$2.15M -$28.1K -684 -1%
RGC
972
Roberts, Glore & Co
Illinois
$2.15M -$217K -5,280 -9%
RCAG
973
Rehmann Capital Advisory Group
Michigan
$2.14M +$218K +5,289 +11%
TVWM
974
Tower View Wealth Management
Wisconsin
$2.14M +$520K +12,633 +31%
WCM
975
Wunderlich Capital Managemnt
Tennessee
$2.13M -$50K -1,215 -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.