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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
DLA
1126
Douglas Lane & Associates
New York
$1.51M +$54K +1,314 +4%
AA
1127
Argent Advisors
Louisiana
$1.51M -$305K -7,410 -16%
DWT
1128
Dorsey & Whitney Trust
South Dakota
$1.5M -$2.22K -54 -0.1%
FPCM
1129
Financial Partners Capital Management
New York
$1.5M +$4.2K +102 +0.3%
NGA
1130
Naples Global Advisors
Florida
$1.5M +$16.7K +405 +1%
QI
1131
Qtron Investments
Massachusetts
$1.5M -$74.3K -1,806 -5%
DTL
1132
Dynamic Technology Lab
Singapore
$1.5M +$957K +23,259 +162%
IBOK
1133
Independence Bank of Kentucky
Kentucky
$1.5M -$10.5K -255 -0.7%
UOC
1134
UBS O'Connor
Illinois
$1.5M +$1.54M +37,500 New
FMW
1135
Farr Miller & Washington
District of Columbia
$1.5M -$49.4K -1,200 -3%
TIA
1136
Trust Investment Advisors
Indiana
$1.49M -$8.27K -201 -0.5%
PFM
1137
Patton Fund Management
Texas
$1.49M -$386K -9,396 -20%
GI
1138
GAMCO Investors
Connecticut
$1.49M -$90.9K -2,211 -6%
HFM
1139
Hartford Financial Management
Connecticut
$1.49M +$363K +8,832 +31%
Capstone Investment Advisors
1140
Capstone Investment Advisors
New York
$1.48M -$5.23M -127,095 -77%
SFSG
1141
Stearns Financial Services Group
North Carolina
$1.47M +$4.94K +120 +0.3%
SFO
1142
Stokes Family Office
Louisiana
$1.47M -$91.6K -2,226 -6%
MWA
1143
Meridian Wealth Advisors
Texas
$1.47M +$287K +6,966 +23%
DRS
1144
Deane Retirement Strategies
Louisiana
$1.46M -$9.26K -225 -0.6%
FFBTD
1145
First Financial Bank - Trust Division
Ohio
$1.46M +$51K +1,239 +3%
KF
1146
Krilogy Financial
Missouri
$1.46M +$1.22M +29,643 +426%
QCIG
1147
Quad-Cities Investment Group
Iowa
$1.46M +$14.8K +360 +1%
AC
1148
Abbrea Capital
California
$1.46M +$99.1K +2,409 +7%
SNBOSCI
1149
Security National Bank of Sioux City Iowa
Iowa
$1.45M -$17.9K -435 -1%
BWM
1150
Baystate Wealth Management
Massachusetts
$1.44M +$38K +924 +3%

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.