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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
Citadel Advisors
126
Citadel Advisors
Florida
$85M +$72.7M +1,768,521 +489%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$83.7M -$24.1M -586,095 -22%
CWP
128
Capital Wealth Planning
Florida
$82.4M +$19.5M +473,091 +30%
ACI
129
AMP Capital Investors
Australia
$82.3M +$5.51M +133,905 +7%
William Blair & Company
130
William Blair & Company
Illinois
$81.5M +$2.4M +58,290 +3%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$81.4M -$25.1M -609,915 -23%
FMI
132
Factory Mutual Insurance
Massachusetts
$80.8M -$1.52M -36,900 -2%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$80.5M +$10.6M +258,045 +15%
LBA
134
Letko, Brosseau & Associates
Quebec, Canada
$77.7M -$2.44M -59,232 -3%
MAM
135
Martingale Asset Management
Massachusetts
$75.5M +$1.18M +28,683 +2%
Marshall Wace
136
Marshall Wace
United Kingdom
$74.4M +$58.1M +1,413,081 +313%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$74.4M +$984K +23,919 +1%
HighTower Advisors
138
HighTower Advisors
Illinois
$74.3M +$945K +22,986 +1%
Osaic Holdings
139
Osaic Holdings
Arizona
$72.7M -$105M -2,556,357 -58%
GIA
140
Gateway Investment Advisers
Ohio
$71.2M -$12.8M -311,025 -15%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$69.8M -$10.7M -260,280 -13%
SSM
142
Sound Shore Management
Connecticut
$68.4M -$28.9M -703,512 -29%
EIP
143
Easterly Investment Partners
Massachusetts
$67.8M -$17.5M -425,433 -20%
VRS
144
Virginia Retirement Systems
Virginia
$67.7M +$47M +1,142,400 +207%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$67.4M +$68.8M +1,672,689 +200,562%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$67.3M +$13.6M +330,867 +24%
Westfield Capital Management
147
Westfield Capital Management
Massachusetts
$66.7M -$2.84M -69,150 -4%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$66.1M +$5.86M +142,515 +9%
Lazard Asset Management
149
Lazard Asset Management
New York
$65.7M +$19.2M +466,821 +40%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$65.4M +$2.04M +49,653 +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.