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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
MCM
1201
Manchester Capital Management
Vermont
$1.31M
ACM
1202
Argent Capital Management
Missouri
$1.31M
WHG
1203
Westwood Holdings Group
Texas
$1.29M
FPB
1204
First PREMIER Bank
South Dakota
$1.28M +$70K +1,701 +6%
RG
1205
Rathbones Group
United Kingdom
$1.28M -$73.7K -1,791 -5%
WPC
1206
White Pine Capital
Minnesota
$1.28M +$10.1K +246 +0.8%
BS
1207
Boenning & Scattergood
Pennsylvania
$1.27M +$36.9K +897 +3%
FP
1208
Fiduciary Planning
Florida
$1.27M +$36.3K +882 +3%
AFA
1209
Abacus FCF Advisors
Florida
$1.27M -$287K -6,966 -18%
PAM
1210
Pegasus Asset Management
New York
$1.26M
IHL
1211
Investment House LLC
California
$1.26M +$85.1K +2,070 +7%
AWA
1212
Arete Wealth Advisors
Illinois
$1.26M +$402K +9,774 +45%
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$1.26M
HIA
1214
Harbor Investment Advisory
Maryland
$1.26M -$58K -1,410 -4%
BCM
1215
Breiter Capital Management
Florida
$1.26M -$59.2K -1,440 -4%
MG
1216
Mather Group
Illinois
$1.26M +$773K +18,786 +148%
LOIM
1217
Liberty One Investment Management
Illinois
$1.25M +$8.88K +216 +0.7%
HCM
1218
Highlander Capital Management
New Jersey
$1.25M +$37K +900 +3%
CCG
1219
Chatham Capital Group
Georgia
$1.25M +$6.17K +150 +0.5%
SFS
1220
Summit Financial Strategies
Ohio
$1.24M
NNP
1221
Nachman Norwood & Parrott
South Carolina
$1.24M -$74.9K -1,821 -6%
DBRC
1222
D.B. Root & Company
Pennsylvania
$1.24M -$7.4K -180 -0.6%
BEI
1223
Benjamin Edwards Inc
Missouri
$1.23M +$602K +14,643 +90%
CAG
1224
Csenge Advisory Group
Florida
$1.23M +$38K +924 +3%
SCM
1225
SOL Capital Management
Maryland
$1.23M -$98.7K -2,400 -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.