We are live on ! Find out more
WMT icon

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
DSA
1226
Droms Strauss Advisors
Missouri
$1.23M
FFG
1227
Fortem Financial Group
California
$1.22M +$125K +3,042 +11%
WANY
1228
Wealthspire Advisors (New York)
New York
$1.22M -$1.98M -48,165 -61%
SWK
1229
Stephen W. Kidder
$1.22M -$12.3K -300 -1%
LW
1230
Linscomb Wealth
Texas
$1.22M +$71.1K +1,728 +6%
WQ
1231
Wealth Quarterback
New Jersey
$1.22M +$173K +4,212 +16%
DCM
1232
Davis Capital Management
Florida
$1.21M -$18.1K -441 -1%
TFCP
1233
Twin Focus Capital Partners
Massachusetts
$1.21M +$8.14K +198 +0.7%
AP
1234
Arlington Partners
Alabama
$1.21M +$86.8K +2,109 +7%
SAMC
1235
Spectrum Asset Management (California)
California
$1.21M -$136K -3,315 -10%
CC
1236
Chicago Capital
Illinois
$1.2M +$550K +13,377 +80%
BHIA
1237
Birch Hill Investment Advisors
Massachusetts
$1.2M -$24.7K -600 -2%
SJIM
1238
St. Johns Investment Management
Florida
$1.2M +$52.6K +1,278 +4%
OGC
1239
Oak Grove Capital
New Hampshire
$1.2M -$374K -9,081 -23%
AWM
1240
Aberdeen Wealth Management
Illinois
$1.2M +$81.9K +1,992 +7%
LJAC
1241
L.J. Altfest & Co
New York
$1.2M +$238K +5,781 +24%
IB
1242
Intrust Bank
Kansas
$1.19M +$156K +3,789 +15%
MFG
1243
Magnus Financial Group
New York
$1.19M -$24.7K -600 -2%
VHAM
1244
Van Hulzen Asset Management
California
$1.18M +$67.7K +1,647 +6%
VAM
1245
Verity Asset Management
North Carolina
$1.18M +$23.3K +567 +2%
WA
1246
Wambolt & Associates
Colorado
$1.18M +$180K +4,377 +17%
BCM
1247
Brookstone Capital Management
Illinois
$1.17M -$188K -4,572 -13%
TBNY
1248
Trustco Bank (New York)
New York
$1.17M -$6.17K -150 -0.5%
GCC
1249
Guardian Capital (Canada)
Ontario, Canada
$1.17M -$1.21M -29,394 -50%
VDI
1250
Vaughan David Investments
Illinois
$1.16M -$17.3K -420 -1%

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.