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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
FAG
1501
Financial Advisory Group
Texas
$648K +$247 +6 +0%
AWM
1502
Argent Wealth Management
Massachusetts
$647K
EMG
1503
ETF Managers Group
New Jersey
$647K +$161K +3,921 +32%
MLL
1504
Moody Lynn & Lieberson
Massachusetts
$646K +$30.9K +750 +5%
EBSAM
1505
Eubel Brady & Suttman Asset Management
Ohio
$645K -$41.7K -1,014 -6%
SWM
1506
Sugarloaf Wealth Management
Georgia
$645K +$5.8K +141 +0.9%
GWM
1507
Gray Wealth Management
Maine
$645K +$22.5K +546 +3%
JGIA
1508
Jackson Grant Investment Advisers
Connecticut
$644K -$28K -681 -4%
CRWM
1509
Castle Rock Wealth Management
California
$644K +$604K +14,682 New
SS
1510
Sunbelt Securities
Texas
$642K -$14.8M -358,593 -96%
PFSC
1511
Peoples Financial Services Corp
Pennsylvania
$640K
DA
1512
Detalus Advisors
Missouri
$638K -$7.4K -180 -1%
B
1513
Bailard
California
$638K +$78K +1,896 +13%
Walleye Trading
1514
Walleye Trading
New York
$637K +$657K +15,963 New
IRC
1515
Investors Research Corp
Georgia
$635K -$166K -4,032 -20%
BFPW
1516
BOK Financial Private Wealth
Colorado
$634K -$196K -4,758 -23%
KFP
1517
KMG Fiduciary Partners
Ohio
$630K +$28.5K +693 +5%
OC
1518
Oarsman Capital
Wisconsin
$630K +$253K +6,141 +64%
RMCM
1519
Reynders McVeigh Capital Management
Massachusetts
$629K +$204K +4,968 +46%
GFS
1520
GYL Financial Synergies
Connecticut
$628K -$3.08K -75 -0.5%
PFA
1521
Professional Financial Advisors
Nebraska
$627K +$16K +390 +3%
FNFDCM
1522
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$624K +$74.7K +1,815 +13%
FQ
1523
First Quadrant
California
$623K -$141K -3,438 -18%
MECA
1524
Miller Equity Capital Advisors
Texas
$622K +$617 +15 +0.1%
KA
1525
KLCM Advisors
Wisconsin
$622K +$12.1K +294 +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.