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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
LP
1276
LMR Partners
United Kingdom
$1.09M +$1.13M +27,423 New
OC
1277
Oakworth Capital
Alabama
$1.09M +$290K +7,047 +35%
GFPC
1278
Global Financial Private Client
Florida
$1.09M +$21.5K +522 +2%
WP
1279
WMS Partners
Maryland
$1.08M -$8.02K -195 -0.7%
NFC
1280
Northeast Financial Consultants
Connecticut
$1.08M +$132K +3,204 +13%
BJL
1281
Brighton Jones LLC
Washington
$1.08M +$109K +2,640 +11%
GCM
1282
Gibraltar Capital Management
Oklahoma
$1.08M -$109K -2,661 -9%
FBT
1283
First Bankers Trust
Kentucky
$1.08M -$6.17K -150 -0.6%
ICM
1284
IMS Capital Management
Oregon
$1.07M -$27.3K -663 -2%
EH
1285
Equitable Holdings
New York
$1.07M +$82.6K +2,007 +8%
NIT
1286
NumerixS Investment Technologies
British Columbia, Canada
$1.07M +$432K +10,506 +65%
RM
1287
Resource Management
Louisiana
$1.06M +$123K +2,982 +13%
BCP
1288
Blue Chip Partners
Michigan
$1.06M -$77.7K -1,890 -7%
HCM
1289
Hollencrest Capital Management
California
$1.06M +$111K +2,706 +11%
IP
1290
Intellectus Partners
California
$1.05M -$76.8K -1,866 -7%
NEIRG
1291
New England Investment & Retirement Group
Massachusetts
$1.05M +$280K +6,798 +35%
APG
1292
Abacus Planning Group
South Carolina
$1.05M +$26.2K +636 +2%
SCM
1293
Spreng Capital Management
Ohio
$1.05M -$37K -900 -3%
FWM
1294
Focused Wealth Management
New York
$1.05M +$22.5K +546 +2%
BAM
1295
Belpointe Asset Management
Nevada
$1.05M +$34.6K +840 +3%
SC
1296
Sepio Capital
Utah
$1.05M +$1.08M +26,202 New
JAM
1297
JCIC Asset Management
Ontario, Canada
$1.04M +$20.2K +492 +2%
LCM
1298
Logan Capital Management
Pennsylvania
$1.04M -$6.54K -159 -0.6%
DAM
1299
Diamant Asset Management
Connecticut
$1.04M
DFG
1300
Demars Financial Group
Washington
$1.04M +$271K +6,585 +34%

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.