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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
HWA
1176
HCR Wealth Advisors
California
$1.37M +$8.14K +198 +0.6%
KOCAA
1177
Knights of Columbus Asset Advisors
Connecticut
$1.36M -$7.14M -173,538 -84%
FNBTCON
1178
First National Bank & Trust Co of Newtown
Pennsylvania
$1.36M +$4.94K +120 +0.4%
QCM
1179
Quest Capital Management
Texas
$1.36M +$14.8K +360 +1%
RDWM
1180
Red Door Wealth Management
Tennessee
$1.35M +$127K +3,084 +10%
KWM
1181
Keebeck Wealth Management
Illinois
$1.35M
CIA
1182
CSat Investment Advisory
Michigan
$1.35M +$575K +13,977 +71%
FCFC
1183
First Commonwealth Financial Corp
Pennsylvania
$1.34M -$86K -2,091 -6%
GWMIA
1184
Global Wealth Management Investment Advisory
Florida
$1.34M +$67.5K +1,641 +5%
FFA
1185
First Foundation Advisors
California
$1.34M +$19.5K +474 +1%
TI
1186
Tidal Investments
Wisconsin
$1.33M +$577K +14,025 +72%
AIC
1187
Ameritas Investment Company
Nebraska
$1.33M -$272K -6,621 -17%
AIM
1188
AMI Investment Management
Indiana
$1.33M -$124K -3,015 -8%
FHA
1189
Flagship Harbor Advisors
Massachusetts
$1.33M +$6.17K +150 +0.5%
FAIM
1190
Financial Advocates Investment Management
Washington
$1.33M +$300K +7,287 +28%
PCA
1191
Peddock Capital Advisors
Massachusetts
$1.32M -$987 -24 -0.1%
CIM
1192
CIM Investment Management
Pennsylvania
$1.32M +$526K +12,798 +63%
HA
1193
Harbor Advisors
Florida
$1.32M
IP
1194
Investment Partners
Ohio
$1.32M +$3.08K +75 +0.2%
FRA
1195
Front Row Advisors
California
$1.32M +$35.8K +870 +3%
ACA
1196
Atlas Capital Advisors
Wyoming
$1.32M -$99.8K -2,427 -7%
ISWM
1197
Independent Solutions Wealth Management
New York
$1.31M -$171K -4,167 -11%
AWA
1198
Arkadios Wealth Advisors
Georgia
$1.31M +$91.7K +2,229 +8%
MWM
1199
Meridian Wealth Management
Kentucky
$1.31M +$567K +13,788 +72%
CC
1200
Cedar Capital
Illinois
$1.31M -$105K -2,544 -7%

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.