We are live on ! Find out more
WMT icon

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
Fidelity International
76
Fidelity International
Bermuda
$184M -$198M -4,804,083 -51%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$174M +$15.7M +381,033 +10%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$170M +$7.78M +189,069 +5%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$168M -$10.1M -246,240 -6%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$165M +$38M +924,222 +29%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$162M +$74.4M +1,808,142 +80%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$155M +$8.61M +209,352 +6%
Allianz Asset Management
83
Allianz Asset Management
Germany
$154M +$50.3M +1,222,038 +46%
Jennison Associates
84
Jennison Associates
New York
$150M -$25.3M -614,895 -14%
PAM
85
Panagora Asset Management
Massachusetts
$148M -$30.8M -747,981 -17%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$147M +$16.4M +398,097 +12%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$147M -$12.1M -295,341 -7%
Truist Financial
88
Truist Financial
North Carolina
$146M +$2.69M +65,448 +2%
Millennium Management
89
Millennium Management
New York
$145M +$122M +2,972,943 +452%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$138M -$8.16M -198,459 -5%
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$138M -$227K -5,511 -0.2%
Victory Capital Management
92
Victory Capital Management
Texas
$137M -$300M -7,299,258 -68%
MMH
93
Menora Mivtachim Holdings
Israel
$136M -$11.1M -270,666 -7%
HMP
94
HS Management Partners
New York
$133M -$5.42M -131,820 -4%
UH
95
Unigestion Holding
Switzerland
$133M +$39.4M +958,467 +40%
RPI
96
Railway Pension Investments
United Kingdom
$132M +$31.2M +759,000 +30%
LSV Asset Management
97
LSV Asset Management
Illinois
$129M -$24.3M -590,700 -15%
KBC Group
98
KBC Group
Belgium
$126M +$47.2M +1,147,461 +57%
Caisse de Depot et Placement du Quebec (CDPQ)
99
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$125M -$17.1M -415,989 -12%
Nordea Investment Management
100
Nordea Investment Management
Sweden
$125M +$42.3M +1,029,003 +49%

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.