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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
BO
1051
BRR OpCo
Ohio
$1.74M -$27.9K -678 -2%
MMPW
1052
Mitchell McLeod Pugh & Williams
Alabama
$1.74M +$527K +12,801 +41%
HW
1053
Hedeker Wealth
Illinois
$1.74M +$1.79M +43,524 New
SNBOSD
1054
Security National Bank of So Dak
Iowa
$1.74M -$1.23K -30 -0.1%
NFG
1055
Next Financial Group
Texas
$1.74M +$356K +8,643 +25%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73M +$320K +7,773 +22%
S
1057
SimplyRich
California
$1.73M +$3.33K +81 +0.2%
WPA
1058
Winning Points Advisors
Florida
$1.72M -$123K -3,000 -7%
WAAG
1059
Wealth Alliance Advisory Group
Kansas
$1.72M +$24.1K +585 +1%
CG
1060
Colony Group
Massachusetts
$1.71M -$450K -10,935 -20%
MBT
1061
Montecito Bank & Trust
California
$1.71M -$26.9K -654 -2%
BSB
1062
Bangor Savings Bank
Maine
$1.71M +$1.23K +30 +0.1%
SWA
1063
SFMG Wealth Advisors
Texas
$1.71M +$869K +21,135 +98%
RE
1064
RBC Europe
United Kingdom
$1.7M +$8.64K +210 +0.5%
ANRIA
1065
American National Registered Investment Advisor
Texas
$1.7M
KLCM
1066
KG&L Capital Management
Louisiana
$1.7M +$83.8K +2,037 +5%
GRP
1067
Global Retirement Partners
California
$1.7M +$1M +24,366 +134%
ST
1068
Smithfield Trust
Pennsylvania
$1.69M +$132K +3,201 +8%
AT
1069
Arden Trust
Delaware
$1.68M -$197K -4,779 -10%
TG
1070
TCW Group
California
$1.68M -$311K -7,572 -15%
CNC
1071
Canandaigua National Corp
New York
$1.68M +$1.73M +42,030 New
BBWA
1072
Bell & Brown Wealth Advisors
California
$1.68M -$6.79K -165 -0.4%
PMG
1073
ProVise Management Group
Florida
$1.68M -$112K -2,724 -6%
QFA
1074
Quattro Financial Advisors
Texas
$1.67M -$1.03M -25,101 -39%
N
1075
Natixis
France
$1.67M -$30.4M -739,665 -95%

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.