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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
HTHT
1026
Hemenway Trust Hemenway Trust
New Hampshire
$1.83M +$505K +12,270 +36%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$37.4K +909 +2%
SIAP
1028
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.83M +$1.11K +27 +0.1%
DWA
1029
Douglass Winthrop Advisors
New York
$1.82M +$316K +7,686 +20%
PWA
1030
Providence Wealth Advisors
Illinois
$1.82M -$6.54K -159 -0.3%
NC
1031
NovaPoint Capital
Georgia
$1.82M +$33.6K +816 +2%
NL
1032
NVWM LLC
Pennsylvania
$1.8M +$2.59K +63 +0.1%
RHDIC
1033
R.H. Dinel Investment Counsel
California
$1.8M
BOS
1034
Bank of Stockton
California
$1.8M +$349K +8,481 +23%
PTC
1035
Private Trust Company
Ohio
$1.8M -$4.32K -105 -0.2%
PCC
1036
Park Circle Company
Maryland
$1.8M
NIM
1037
NuWave Investment Management
New Jersey
$1.8M +$543K +13,194 +43%
LBD
1038
Landsberg Bennett & Dubbaneh
Florida
$1.79M +$105K +2,562 +6%
KA
1039
Kovack Advisors
Florida
$1.79M -$333K -8,103 -15%
SWM
1040
SeaCrest Wealth Management
New York
$1.78M +$471K +11,448 +34%
SWM
1041
Sculati Wealth Management
Michigan
$1.78M +$119K +2,892 +7%
SP
1042
Successful Portfolios
Florida
$1.77M -$32.9K -801 -2%
WCM
1043
Windsor Capital Management
Arizona
$1.76M -$113K -2,751 -6%
WAP
1044
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$56.5K +1,374 +3%
TTWM
1045
TCV Trust & Wealth Management
Virginia
$1.76M -$51.8K -1,260 -3%
TPA
1046
Trivium Point Advisory
Connecticut
$1.76M +$26.8K +651 +1%
CIAS
1047
Capital Investment Advisory Services
North Carolina
$1.75M +$167K +4,050 +10%
MC
1048
MRJ Capital
New York
$1.75M -$74K -1,800 -4%
PHIMC
1049
Private Harbour Investment Management & Counsel
Ohio
$1.75M -$5.55K -135 -0.3%
PFBT
1050
Parkside Financial Bank & Trust
Missouri
$1.75M +$155K +3,765 +9%

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.