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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
TAIM
1326
TD Ameritrade Investment Management
Nebraska
$979K -$500K -12,144 -33%
CWM
1327
Chesapeake Wealth Management
Virginia
$978K +$370K +9,000 +58%
SFSIG
1328
San Francisco Sentry Investment Group
California
$974K +$245K +5,961 +32%
SLT
1329
St Louis Trust
Missouri
$973K
CIP
1330
Cornerstone Investment Partners
Georgia
$971K -$1.73K -42 -0.2%
NHC
1331
Nicholas Hoffman & Company
Georgia
$970K +$23.6K +573 +2%
HCMT
1332
Highland Capital Management (Tennessee)
Tennessee
$970K +$185K +4,500 +23%
MIH
1333
Meitav Investment House
Israel
$968K -$1.93M -46,929 -66%
WLIM
1334
White Lighthouse Investment Management
Massachusetts
$968K +$227K +5,517 +29%
MFG
1335
Menard Financial Group
Texas
$964K +$994K +24,159 New
PI
1336
Pettee Investors
Connecticut
$963K
AMG
1337
Asset Management Group
Connecticut
$963K +$8.64K +210 +0.9%
POIA
1338
Pin Oak Investment Advisors
Texas
$961K -$62.6K -1,521 -6%
CC
1339
Clearline Capital
New York
$958K +$987K +24,000 New
PWMG
1340
Prestige Wealth Management Group
New Jersey
$957K +$272K +6,621 +38%
SCP
1341
Syntal Capital Partners
Texas
$952K -$192K -4,671 -16%
VFPI
1342
Vantage Financial Partners (Illinois)
Illinois
$950K -$120K -2,910 -11%
PL
1343
Perpetual Ltd
Australia
$941K +$969K +23,556 New
CBT
1344
Central Bank & Trust
Kentucky
$940K +$318K +7,734 +49%
OPS
1345
Orion Portfolio Solutions
Nebraska
$939K +$201K +4,875 +26%
AFP
1346
Ausdal Financial Partners
Iowa
$936K -$104K -2,520 -10%
BCM
1347
Birmingham Capital Management
Alabama
$935K -$59.8K -1,455 -6%
HFBOT
1348
Home Federal Bank of Tennessee
Tennessee
$931K -$26.5K -645 -3%
RG
1349
Renaissance Group
Kentucky
$918K -$96.1K -2,337 -9%
CAGAS
1350
Capital Advisory Group Advisory Services
Minnesota
$917K +$554K +13,473 +142%

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.