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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
BFO
1426
Boston Family Office
Massachusetts
$776K
Rafferty Asset Management
1427
Rafferty Asset Management
New York
$776K +$284K +6,906 +55%
TCM
1428
TD Capital Management
Tennessee
$765K +$278K +6,753 +54%
ONST
1429
Old North State Trust
North Carolina
$762K
LA
1430
LexAurum Advisors
Kansas
$760K -$2.22K -54 -0.3%
FANJ
1431
Financial Architects (New Jersey)
New Jersey
$755K +$98K +2,382 +14%
RW
1432
REDW Wealth
New Mexico
$754K +$2.22K +54 +0.3%
ANB
1433
Amarillo National Bank
Texas
$752K -$7.53K -183 -1%
VCM
1434
Violich Capital Management
California
$752K
AFG
1435
Arkansas Financial Group
Arkansas
$752K +$24.7K +600 +3%
PCG
1436
Private Capital Group
Connecticut
$750K +$44.5K +1,083 +6%
EDRIA
1437
Edmonds Duncan Registered Investment Advisors
Kansas
$747K
SRAM
1438
Spouting Rock Asset Management
Pennsylvania
$742K -$74K -1,800 -9%
AIM
1439
Anchor Investment Management
South Carolina
$740K +$2.1K +51 +0.3%
CA
1440
Claro Advisors
Massachusetts
$740K +$115K +2,790 +18%
AGA
1441
Arkos Global Advisors
Texas
$737K +$759K +18,456 New
LRPA
1442
L. Roy Papp & Associates
Arizona
$735K -$12.3K -300 -2%
QPWM
1443
Quadrant Private Wealth Management
Pennsylvania
$732K +$81.8K +1,989 +12%
HCM
1444
HMS Capital Management
Tennessee
$731K +$753K +18,300 New
TF
1445
TLWM Financial
Texas
$730K -$5.92K -144 -0.8%
KCPG
1446
Kavar Capital Partners Group
Kansas
$729K +$752K +18,270 New
SAM
1447
Secure Asset Management
Michigan
$725K +$1.36K +33 +0.2%
BAS
1448
Brown Advisory Securities
Maryland
$723K
AF
1449
Allworth Financial
California
$723K +$284K +6,912 +62%
MPAM
1450
Murphy Pohlad Asset Management
Minnesota
$722K

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.