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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
TMAM
1101
Tokio Marine Asset Management
Japan
$1.59M +$824K +20,034 +101%
WAM
1102
Weatherly Asset Management
California
$1.59M +$5.06K +123 +0.3%
GCA
1103
Genesee Capital Advisors
New York
$1.59M +$65.5K +1,593 +4%
CCG
1104
Ceeto Capital Group
Florida
$1.58M +$140K +3,411 +9%
BO
1105
Bank OZK
Arkansas
$1.58M -$98.7K -2,400 -6%
TC
1106
TownSquare Capital
Utah
$1.58M +$175K +4,254 +13%
PWMAG
1107
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M +$169K +4,110 +12%
JFA
1108
Johanson Financial Advisors
California
$1.57M +$37K +900 +2%
VWM
1109
Vigilare Wealth Management
Arizona
$1.56M -$210K -5,109 -12%
NSIM
1110
North Star Investment Management
Illinois
$1.56M -$63.4K -1,542 -4%
PL
1111
Plancorp LLC
Missouri
$1.56M +$79.7K +1,938 +5%
SACTSONJ
1112
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.56M
HCP
1113
Holt Capital Partners
Texas
$1.55M
TCOV
1114
Trust Company of Vermont
Vermont
$1.55M -$453K -11,025 -22%
CGL
1115
Clarius Group LLC
Washington
$1.55M +$137K +3,321 +9%
LCP
1116
Legacy Capital Partners
Wisconsin
$1.55M +$284K +6,894 +22%
QT
1117
Quantbot Technologies
New York
$1.55M +$1.43M +34,752 +871%
MCM
1118
Maryland Capital Management
Maryland
$1.54M -$1.73K -42 -0.1%
GIM
1119
Guardian Investment Management
California
$1.54M
FCA
1120
FLC Capital Advisors
California
$1.53M -$22.5K -546 -1%
PP
1121
Pacifica Partners
Canada
$1.53M -$106K -2,568 -6%
JHCP
1122
Jackson Hole Capital Partners
Oklahoma
$1.53M -$602K -14,637 -28%
IWC
1123
Integrated Wealth Concepts
Massachusetts
$1.53M +$473K +11,499 +43%
RBFC
1124
Roman Butler Fullerton & Co
Missouri
$1.53M +$28.4K +690 +2%
WJWM
1125
Williams Jones Wealth Management
New York
$1.52M +$715K +17,385 +84%

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.