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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
CF
1151
Centaurus Financial
California
$1.43M +$414K +10,053 +39%
KP
1152
Keel Point
Alabama
$1.43M +$47.6K +1,158 +3%
SIP
1153
Stoneridge Investment Partners
Pennsylvania
$1.43M +$480K +11,658 +48%
PP
1154
Professional Planning
California
$1.43M +$206K +5,013 +16%
PCM
1155
Pennsylvania Capital Management
Pennsylvania
$1.43M +$1.47M +35,826 New
IAIM
1156
International Assets Investment Management
Florida
$1.43M -$381K -9,261 -21%
DAS
1157
Dynamic Advisor Solutions
Arizona
$1.42M +$447K +10,857 +44%
TNA
1158
True North Advisors
Texas
$1.42M +$1.09M +26,583 +292%
OSIA
1159
O'Shares Investment Advisers
Massachusetts
$1.42M +$1.47M +35,658 New
ABP
1160
Arthur B. Page
$1.42M +$47.8K +1,161 +3%
9WM
1161
9258 Wealth Management
Ohio
$1.42M +$15.1K +366 +1%
CA
1162
Continuum Advisory
Idaho
$1.42M +$374K +9,099 +34%
NFG
1163
Nations Financial Group
Iowa
$1.41M -$31.5K -765 -2%
RPC
1164
Rossmore Private Capital
Connecticut
$1.41M +$215K +5,223 +17%
AS
1165
Altshuler Shaham
Israel
$1.41M +$454K +11,028 +45%
IAN
1166
Integrated Advisors Network
Texas
$1.41M +$169K +4,119 +13%
OPA
1167
Old Port Advisors
Maine
$1.41M +$56.4K +1,371 +4%
P
1168
Pitcairn
Pennsylvania
$1.4M -$76.9K -1,869 -5%
WA
1169
WBH Advisory
Maryland
$1.4M -$4.44K -108 -0.3%
VF
1170
Virtu Financial
New York
$1.39M +$1.44M +34,905 New
WI
1171
Wintrust Investments
Illinois
$1.39M -$14.3K -348 -1%
SG
1172
StoneX Group
New York
$1.38M +$83.5K +2,031 +6%
GC
1173
Gratus Capital
Georgia
$1.38M -$86.1K -2,094 -6%
BFM
1174
Boston Financial Management
Massachusetts
$1.38M -$27.1K -660 -2%
RA
1175
Rational Advisors
New York
$1.37M +$1.41M +34,332 New

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.