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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
HH
1251
Hilltop Holdings
Texas
$1.16M -$228K -5,544 -16%
AMC
1252
Asset Management Corp
Illinois
$1.16M +$145K +3,525 +14%
CFA
1253
CWS Financial Advisors
Michigan
$1.15M +$605K +14,700 +104%
OAM
1254
Occidental Asset Management
California
$1.15M +$18.9K +459 +2%
MLM
1255
Mount Lucas Management
Pennsylvania
$1.15M +$1.18M +28,722 New
SFWA
1256
Summit Financial Wealth Advisors
Louisiana
$1.15M -$79.6K -1,935 -7%
MPIA
1257
Mountain Pacific Investment Advisers
Idaho
$1.14M
FHC
1258
First Heartland Consultants
Missouri
$1.14M +$46.4K +1,128 +4%
FIM
1259
Freedom Investment Management
Connecticut
$1.14M -$212K -5,154 -15%
SYBT
1260
Stock Yards Bank & Trust
Kentucky
$1.14M +$28.3K +687 +2%
TCM
1261
Telos Capital Management
California
$1.14M +$730K +17,739 +165%
EF
1262
Empirical Finance
Pennsylvania
$1.13M +$145K +3,513 +14%
FCB
1263
First Command Bank
Texas
$1.13M -$12.3K -300 -1%
FCFS
1264
First Command Financial Services
Texas
$1.13M -$12.3K -300 -1%
MWM
1265
Mission Wealth Management
California
$1.13M +$233K +5,658 +25%
ATPW
1266
Ashton Thomas Private Wealth
Arizona
$1.12M +$195K +4,752 +20%
GSBTD
1267
Glenview State Bank Trust Department
Illinois
$1.12M +$12.6K +306 +1%
FWP
1268
FAS Wealth Partners
Kansas
$1.11M -$11K -267 -1%
AW
1269
ACG Wealth
Georgia
$1.11M -$24.8K -603 -2%
BFIM
1270
Beese Fulmer Investment Management
Ohio
$1.1M
MGIA
1271
Moneta Group Investment Advisors
Missouri
$1.1M +$270K +6,555 +31%
CCM
1272
Carlson Capital Management
Minnesota
$1.1M +$158K +3,831 +18%
SBWM
1273
Sunflower Bank Wealth Management
Arizona
$1.1M
CPO
1274
Cerity Partners OCIO
New York
$1.1M +$76.4K +1,857 +7%
SWA
1275
Stratos Wealth Advisors
Ohio
$1.09M +$704K +17,106 +166%

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.