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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
QCMC
1376
Quantum Capital Management (California)
California
$851K -$231K -5,616 -21%
PWPS
1377
Pinnacle Wealth Planning Services
Ohio
$850K -$37.6K -915 -4%
VVP
1378
Venture Visionary Partners
Ohio
$850K +$20.6K +501 +2%
BP
1379
BBR Partners
New York
$850K +$59.8K +1,455 +7%
CBA
1380
Coastal Bridge Advisors
Connecticut
$849K +$13.5K +327 +2%
LC
1381
Lincoln Capital
Nebraska
$849K +$67K +1,629 +8%
AIC
1382
Archer Investment Corporation
Indiana
$848K +$12.3K +300 +1%
WAG
1383
Winthrop Advisory Group
Massachusetts
$847K +$39.9K +969 +5%
AB
1384
Atlas Brown
Kentucky
$846K +$119K +2,901 +16%
CHJWM
1385
Carlton Hofferkamp & Jenks Wealth Management
Texas
$845K +$50.7K +1,233 +7%
Jones Financial Companies
1386
Jones Financial Companies
Missouri
$841K -$109K -2,655 -11%
BCV
1387
Banque Cantonale Vaudoise
Switzerland
$839K -$643K -15,633 -43%
FNBOH
1388
First National Bank of Hutchinson
Kansas
$838K -$54.5K -1,326 -6%
GAM
1389
Gould Asset Management
California
$838K -$6.17K -150 -0.7%
CC
1390
Cannell & Co
New York
$838K
CA
1391
Calton & Associates
Florida
$837K -$48.5K -1,179 -5%
LCM
1392
Liberty Capital Management
Michigan
$837K
LFA
1393
Landmark Financial Advisors
Kentucky
$835K -$3.46K -84 -0.4%
MMG
1394
Monetary Management Group
Missouri
$834K +$77.1K +1,875 +10%
BAM
1395
Beaumont Asset Management
Texas
$832K +$26.9K +654 +3%
PRC
1396
Pearl River Capital
Michigan
$829K +$854K +20,766 New
PIMG
1397
Patriot Investment Management Group
Tennessee
$829K +$46.5K +1,131 +6%
CWM
1398
Centric Wealth Management
Illinois
$828K +$151K +3,669 +22%
EAM
1399
Evanson Asset Management
California
$827K -$25.8K -627 -3%
PTP
1400
Platform Technology Partners
New York
$827K +$19.1K +465 +2%

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.