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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
KLI
1526
Kelman-Lazarov Inc
Tennessee
$620K
DHFB
1527
Dixon Hubard Feinour & Brown
Virginia
$620K +$2.35K +57 +0.4%
CPC
1528
Cookson Peirce & Co
Pennsylvania
$619K -$6.17K -150 -1%
SFG
1529
Sunburst Financial Group
Alabama
$619K
TI
1530
Truehand Inc
New Hampshire
$618K
IWS
1531
Insight Wealth Strategies
California
$617K +$120K +2,913 +23%
OFS
1532
Oldfather Financial Services
Nebraska
$616K
BBNA
1533
Bremer Bank National Association
Minnesota
$613K -$20.7K -504 -3%
TL
1534
TrueWealth LLC
Georgia
$613K +$16.7K +405 +3%
CMO
1535
Covenant Multifamily Offices
Texas
$612K +$630K +15,321 New
PK
1536
Pflug Koory
Nebraska
$611K +$106K +2,571 +20%
WFG
1537
Wills Financial Group
Virginia
$611K +$263K +6,393 +72%
GC
1538
Grace Capital
Massachusetts
$608K -$615K -14,961 -50%
RWA
1539
Redhawk Wealth Advisors
Minnesota
$607K +$38.3K +930 +7%
22CM
1540
20/20 Capital Management
California
$605K +$35.5K +864 +7%
PWM
1541
Peterson Wealth Management
Nevada
$604K +$326K +7,935 +110%
CT
1542
Chicago Trust
Illinois
$602K +$20.1K +489 +3%
EWM
1543
Evermay Wealth Management
Virginia
$602K +$620K +15,069 New
AWM
1544
Altium Wealth Management
New York
$601K -$86.9K -2,112 -12%
SMM
1545
Stadion Money Management
Georgia
$600K
KFBMI
1546
Kentucky Farm Bureau Mutual Insurance
Kentucky
$599K +$617K +15,000 New
CNB
1547
Camden National Bank
Maine
$595K
MFG
1548
MidWestOne Financial Group
Iowa
$594K -$634K -15,408 -51%
FMLI
1549
Fukoku Mutual Life Insurance
Japan
$594K -$74K -1,800 -11%
FC
1550
Ferris Capital
Massachusetts
$593K +$8.88K +216 +1%

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.