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
HCM
1076
Hengehold Capital Management
Ohio
$1.67M -$32.3K -786 -2%
CG
1077
Caprock Group
Idaho
$1.67M +$14.2K +345 +0.8%
BUB
1078
BBVA USA Bancshares
Texas
$1.66M -$9.87K -240 -0.6%
QCG
1079
Quadrant Capital Group
Ohio
$1.66M -$702K -17,073 -29%
HA
1080
HYA Advisors
Missouri
$1.66M +$27.8K +675 +2%
MSFP
1081
Mark Sheptoff Financial Planning
Connecticut
$1.66M +$1.52M +36,900 +800%
MC
1082
Martin & Co
Tennessee
$1.66M -$29.6K -720 -2%
ACM
1083
Allred Capital Management
Texas
$1.65M +$87.4K +2,124 +5%
Loomis, Sayles & Company
1084
Loomis, Sayles & Company
Massachusetts
$1.65M +$445K +10,812 +35%
IIA
1085
ICW Investment Advisors
Arizona
$1.64M -$2.96K -72 -0.2%
SWP
1086
Strategic Wealth Partners
Ohio
$1.64M +$202K +4,899 +14%
LTI
1087
Laffer Tengler Investments
Tennessee
$1.64M +$222K +5,385 +15%
GI
1088
Glovista Investments
New Jersey
$1.63M +$1.44M +35,025 +594%
MFWM
1089
Motley Fool Wealth Management
Virginia
$1.63M -$62.3K -1,515 -4%
CIA
1090
Choate Investment Advisors
Massachusetts
$1.62M -$9.26K -225 -0.6%
SIS
1091
Sound Income Strategies
Florida
$1.62M -$1.44M -34,926 -46%
LWAC
1092
Laurel Wealth Advisors (California)
California
$1.62M +$109K +2,640 +7%
BW
1093
Bison Wealth
Georgia
$1.6M -$82.2K -1,998 -5%
BCM
1094
Boltwood Capital Management
California
$1.6M -$59.2K -1,440 -3%
GGI
1095
Godsey & Gibb Inc
Virginia
$1.6M +$52.4K +1,275 +3%
NAS
1096
Nicolet Advisory Services
Wisconsin
$1.6M +$184K +4,479 +13%
EDRH
1097
Edmond de Rothschild Holding
Switzerland
$1.59M +$249K +6,048 +18%
QWM
1098
QP Wealth Management
New Jersey
$1.59M +$2.47K +60 +0.2%
TFS
1099
TrustCore Financial Services
Tennessee
$1.59M -$71.4K -1,737 -4%
CWP
1100
CFM Wealth Partners
Texas
$1.59M

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.