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
CC
1401
Courier Capital
New York
$825K -$11.7K -285 -1%
PWM
1402
PBMares Wealth Management
Virginia
$824K
FNBOSM
1403
First National Bank of South Miami
Florida
$816K +$21K +510 +3%
ATC
1404
Adirondack Trust Company
New York
$814K -$18K -438 -2%
SDAM
1405
Shulman DeMeo Asset Management
New York
$814K -$494 -12 -0.1%
AA
1406
Ancora Advisors
Ohio
$813K +$60.5K +1,470 +8%
CL
1407
Choreo LLC
Illinois
$810K -$40.6K -987 -5%
LOPW
1408
Live Oak Private Wealth
North Carolina
$810K +$86.4K +2,100 +12%
BMA
1409
Brooks Moore & Associates
Tennessee
$809K
CST
1410
Charles Schwab Trust
Nevada
$806K +$527K +12,807 +174%
MFW
1411
Mosaic Family Wealth
Missouri
$805K +$864 +21 +0.1%
SMFS
1412
Squar Milner Financial Services
California
$805K +$63.2K +1,536 +8%
BFC
1413
Bedel Financial Consulting
Indiana
$801K -$5.92K -144 -0.7%
AL
1414
Arnhold LLC
New York
$801K
WA
1415
Waverly Advisors
Alabama
$800K +$18.1K +441 +2%
KFGK
1416
Keystone Financial Group (Kentucky)
Kentucky
$799K +$98.7K +2,400 +14%
DE
1417
Day & Ennis
Georgia
$796K -$25.2K -612 -3%
PA
1418
Procyon Advisors
Connecticut
$793K +$32K +777 +4%
PTB
1419
Pioneer Trust Bank
Oregon
$788K
PA
1420
PFG Advisors
Arizona
$786K +$105K +2,556 +16%
HPC
1421
Hobart Private Capital
North Carolina
$784K -$19.6K -477 -2%
BMC
1422
Beaton Management Company
Massachusetts
$782K
TCM
1423
Teza Capital Management
Illinois
$782K +$806K +19,584 New
FS
1424
Ferguson Shapiro
Georgia
$778K +$771K +18,753 New
LPIC
1425
LeJeune Puetz Investment Counsel
Michigan
$777K -$6.17K -150 -0.8%

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.