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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
GIA
1451
Gladstone Institutional Advisory
Florida
$719K +$256K +6,225 +53%
HS
1452
Haafor (Singapore)
Singapore
$718K +$400K +9,714 +117%
YWP
1453
YorkBridge Wealth Partners
New York
$715K -$7.9K -192 -1%
ACWM
1454
Adams Chetwood Wealth Management
North Carolina
$714K
LSAG
1455
Lake Street Advisors Group
New Hampshire
$714K +$32.5K +789 +5%
AWM
1456
Affinity Wealth Management
Delaware
$712K -$35.3K -858 -5%
VNA
1457
Valley National Advisers
Pennsylvania
$712K -$17.2K -417 -2%
BFG
1458
Barber Financial Group
Kansas
$711K -$14.9K -363 -2%
CWAG
1459
Compton Wealth Advisory Group
Virginia
$708K -$152K -3,690 -17%
SKK
1460
Shepherd Kaplan Krochuk
Massachusetts
$707K +$37.3K +906 +5%
BOS
1461
Bingham Osborn & Scarborough
California
$703K -$13.6K -330 -2%
B
1462
Bridgeworth
Alabama
$702K -$12.7K -309 -2%
NCM
1463
Narwhal Capital Management
Georgia
$699K -$241K -5,868 -25%
SSW
1464
Smith Shellnut Wilson
Mississippi
$698K
OFS
1465
Orrstown Financial Services
Pennsylvania
$697K +$37K +900 +5%
PIA
1466
Pinion Investment Advisors
Kansas
$694K +$36.5K +888 +5%
RFA
1467
Reilly Financial Advisors
California
$693K +$4.44K +108 +0.6%
SCM
1468
Sterneck Capital Management
Missouri
$692K
ACP
1469
Aviance Capital Partners
Florida
$691K +$4.94K +120 +0.7%
CAM
1470
Columbia Asset Management
Michigan
$689K
LBC
1471
Lawrence B. Cohen
$689K
CHP
1472
Cable Hill Partners
Oregon
$684K -$63.1K -1,533 -8%
TSWM
1473
Triangle Securities Wealth Management
North Carolina
$683K -$63.2K -1,536 -8%
CC
1474
Cadinha & Co
Hawaii
$682K +$127K +3,096 +22%
JIC
1475
Joel Isaacson & Co
New York
$679K +$19K +462 +3%

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.