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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
AF
1351
Aldebaran Financial
$912K +$24.8K +603 +3%
NFG
1352
Norris Financial Group
South Carolina
$905K -$688K -16,716 -42%
PF
1353
Phoenix Financial
Israel
$905K -$321K -7,806 -25%
IF
1354
Intrua Financial
Texas
$904K +$846K +20,559 New
MWM
1355
Madison Wealth Management
Ohio
$902K +$15.4K +375 +2%
AWE
1356
Avidian Wealth Enterprises
Texas
$901K +$148K +3,609 +19%
HWMG
1357
Hurlow Wealth Management Group
Indiana
$897K -$987 -24 -0.1%
KFS
1358
Kurt F. Somerville
$885K -$617 -15 -0.1%
ARMT
1359
Amica Retiree Medical Trust
Rhode Island
$885K
TW
1360
TrinityPoint Wealth
Connecticut
$883K -$64.8K -1,575 -7%
CAM
1361
Cozad Asset Management
Illinois
$881K
DI
1362
Disciplined Investments
Oklahoma
$880K -$14.4K -351 -2%
Fiera Capital (Canada)
1363
Fiera Capital (Canada)
Quebec, Canada
$870K -$214K -5,208 -19%
SSWM
1364
Sheets Smith Wealth Management
North Carolina
$869K +$16.8K +408 +2%
IPW
1365
Inlet Private Wealth
Florida
$868K +$6.17K +150 +0.7%
FTI
1366
Fiduciary Trust International
Massachusetts
$867K -$90.9K -2,211 -9%
EWA
1367
Exencial Wealth Advisors
Oklahoma
$861K +$8.27K +201 +0.9%
BEAM
1368
Baker Ellis Asset Management
Washington
$861K +$216K +5,250 +32%
GAM
1369
Grandview Asset Management
Pennsylvania
$861K +$887K +21,555 New
WPP
1370
Whalerock Point Partners
Rhode Island
$860K -$494K -12,000 -36%
CCM
1371
Cribstone Capital Management
Maine
$858K +$68.2K +1,659 +8%
TCM
1372
Tributary Capital Management
Nebraska
$856K -$30.9K -750 -3%
EGA
1373
Eagle Global Advisors
Texas
$856K
WWM
1374
WT Wealth Management
Arizona
$854K +$51.6K +1,254 +6%
MCM
1375
MV Capital Management
Maryland
$854K +$170K +4,143 +24%

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.