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
DA
1301
Dillon & Associates
Michigan
$1.04M -$20.9K -507 -2%
FFS
1302
Founders Financial Securities
Maryland
$1.04M +$259K +6,288 +32%
Members Trust
1303
Members Trust
Florida
$1.03M +$1.06M +25,842 New
PG
1304
Proffitt & Goodson
Tennessee
$1.03M -$54.5K -1,326 -5%
SAM
1305
Summit Asset Management
Tennessee
$1.03M
WIS
1306
Wright Investors Service
Connecticut
$1.03M +$1.06M +25,833 New
EIA
1307
Edgemoor Investment Advisors
Maryland
$1.03M
RMA
1308
Roffman Miller Associates
Pennsylvania
$1.03M +$1.06M +25,806 New
WG
1309
Welch Group
Alabama
$1.03M +$219K +5,331 +26%
OSAM
1310
O'Shaughnessy Asset Management
Connecticut
$1.03M +$816K +19,845 +334%
WFMPM
1311
Woodley Farra Manion Portfolio Management
Indiana
$1.03M
IFS
1312
Ifrah Financial Services
Arkansas
$1.03M -$9.5K -231 -0.9%
WSC
1313
Wellington Shields & Co
New York
$1.02M -$27.6K -672 -3%
TWA
1314
TCI Wealth Advisors
Arizona
$1.02M +$99.7K +2,424 +10%
JIM
1315
Jupiter Investment Management
United Kingdom
$1.02M -$6.79M -165,138 -87%
FA
1316
FDx Advisors
Illinois
$1M -$581K -14,118 -36%
WWM
1317
Western Wealth Management
Colorado
$1M +$19.9K +483 +2%
AA
1318
Altman Advisors
Illinois
$992K +$40.4K +981 +4%
PAS
1319
Partnervest Advisory Services
California
$992K +$276K +6,705 +37%
PA
1320
PSI Advisors
Florida
$990K +$128K +3,120 +14%
NRS
1321
Neville Rodie & Shaw
New York
$989K -$7.4K -180 -0.7%
GC
1322
Gilbert & Cook
Iowa
$984K +$25.8K +627 +3%
MAM
1323
Meeder Asset Management
Ohio
$983K -$7.7M -187,242 -88%
DIM
1324
Delta Investment Management
California
$982K +$203K +4,926 +25%
EFSCE
1325
Enterprise Financial Services Corp (EFSC)
Missouri
$980K -$333K -8,106 -25%

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.