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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
DAM
1001
Deltec Asset Management
New York
$1.96M +$2.02M +49,101 New
WCM
1002
Weld Capital Management
New York
$1.95M +$1.29M +31,368 +179%
TCOT
1003
Trust Company of Toledo
Ohio
$1.95M +$13.8K +336 +0.7%
PRS
1004
Pinkerton Retirement Specialists
Idaho
$1.95M +$750K +18,234 +60%
TCM
1005
Tuttle Capital Management
Connecticut
$1.95M +$2M +48,729 New
MIM
1006
Miller Investment Management
Pennsylvania
$1.94M +$180K +4,380 +10%
WBC
1007
West Branch Capital
Massachusetts
$1.93M +$567K +13,788 +40%
TFS
1008
Thoroughbred Financial Services
Tennessee
$1.92M -$1.57M -38,259 -44%
CFG
1009
Capstone Financial Group
Oklahoma
$1.92M +$145K +3,516 +8%
GFPC
1010
Global Financial Private Capital
Florida
$1.91M -$152K -3,690 -7%
IGGA
1011
Iron Gate Global Advisors
Utah
$1.91M +$781K +18,996 +66%
SOAMC
1012
Spirit of America Management Corp
New York
$1.91M +$216K +5,250 +12%
EP
1013
Eudaimonia Partners
Tennessee
$1.9M +$3.21K +78 +0.2%
RWA
1014
Ropes Wealth Advisors
Massachusetts
$1.9M -$112K -2,733 -5%
GW
1015
GW & Wade
Massachusetts
$1.9M +$2.96K +72 +0.2%
WEC
1016
Winslow Evans & Crocker
Massachusetts
$1.89M -$31K -753 -2%
NG
1017
Northstar Group
New York
$1.88M -$75.4K -1,833 -4%
VAS
1018
Vestmark Advisory Solutions
Massachusetts
$1.88M +$4.81K +117 +0.2%
SCM
1019
Smith Capital Management
Arkansas
$1.87M -$21K -510 -1%
PNC
1020
Park National Corp
Ohio
$1.85M -$105K -2,559 -5%
LFA
1021
Lighthouse Financial Advisors
Maryland
$1.85M +$1.91M +46,320 New
IC
1022
IEQ Capital
California
$1.85M -$910K -22,128 -32%
PCM
1023
Penserra Capital Management
California
$1.84M +$661K +16,080 +53%
CFA
1024
Carroll Financial Associates
North Carolina
$1.84M -$63.8K -1,551 -3%
PHK
1025
Point72 Hong Kong
Hong Kong
$1.84M +$1.89M +46,029 New

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.