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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
CP
1551
Camelot Portfolios
Ohio
$593K +$360K +8,751 +144%
EFS
1552
Essex Financial Services
Connecticut
$592K -$64.8K -1,575 -10%
BFA
1553
Beaumont Financial Advisors
Massachusetts
$592K +$19.9K +483 +3%
DDC
1554
DF Dent & Co
Maryland
$592K +$61.3K +1,491 +11%
HFA
1555
Hoover Financial Advisors
Pennsylvania
$590K
CL
1556
CIM LLC
New York
$589K +$27.5K +669 +5%
WP
1557
WealthShield Partners
North Carolina
$588K -$72.8K -1,770 -11%
BBL
1558
Beck Bode LLC
Massachusetts
$588K -$41.6K -1,011 -6%
ECM
1559
ETrade Capital Management
Virginia
$587K -$71K -1,725 -11%
GTAM
1560
Global Trust Asset Management
Florida
$585K +$39.6K +963 +7%
CAC
1561
Certified Advisory Corp
Florida
$583K +$20.1K +489 +3%
AWS
1562
Arkfeld Wealth Strategies
Nebraska
$582K +$30.9K +750 +5%
CA
1563
CapWealth Advisors
Tennessee
$582K +$45K +1,095 +8%
SBL
1564
Sargent Bickham Lagudis
Colorado
$582K +$82.4K +2,004 +16%
BHTS
1565
Bar Harbor Trust Services
Maine
$581K +$599K +14,565 New
AP
1566
Americana Partners
Texas
$579K -$54.7K -1,329 -8%
GC
1567
Grimes & Company
Massachusetts
$578K +$35.8K +870 +6%
MPI
1568
Mairs & Power Inc
Minnesota
$577K
WP
1569
WealthSource Partners
California
$575K -$247K -6,003 -29%
TAM
1570
Tealwood Asset Management
Minnesota
$575K -$33.8K -822 -5%
EWM
1571
Empirical Wealth Management
Washington
$574K -$33.2K -807 -5%
TAM
1572
Trillium Asset Management
Massachusetts
$573K +$8.27K +201 +1%
TWM
1573
Triton Wealth Management
Arizona
$573K +$26.7K +648 +5%
IG
1574
ING Group
Netherlands
$572K -$2.1M -50,955 -78%
HBT
1575
Hills Bank & Trust
Iowa
$572K -$3.08K -75 -0.5%

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.