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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
GDP
1576
Great Diamond Partners
Maine
$571K -$48.1K -1,170 -8%
FCA
1577
FinTrust Capital Advisors
South Carolina
$570K -$134K -3,246 -19%
I
1578
IberiaBank
Louisiana
$569K -$187K -4,557 -24%
KFC
1579
Klingenstein Fields & Co
New York
$569K +$2.47K +60 +0.4%
AP
1580
Appleton Partners
Massachusetts
$567K -$24.4K -594 -4%
AWM
1581
Avior Wealth Management
Nebraska
$567K +$274K +6,669 +88%
JC
1582
Jacobs & Co
California
$561K -$16.8K -408 -3%
BCCM
1583
Bridge Creek Capital Management
Massachusetts
$561K +$30.9K +750 +6%
LSPW
1584
Lake Street Private Wealth
Illinois
$560K +$170K +4,122 +42%
PWAC
1585
Private Wealth Advisors (California)
California
$558K -$3.21K -78 -0.6%
VFM
1586
Vivid Financial Management
California
$557K +$12.8K +312 +2%
GC
1587
GFG Capital
Florida
$557K +$574K +13,953 New
LWA
1588
Lenox Wealth Advisors
New York
$553K -$8.64K -210 -1%
ESB
1589
Essex Savings Bank
Connecticut
$553K +$38.3K +930 +7%
WEPOG
1590
Wealth Enhancement & Preservation of GA
Georgia
$552K -$329K -7,992 -35%
RIA
1591
Realta Investment Advisors
Delaware
$551K -$987 -24 -0.2%
PPSG
1592
Princeton Portfolio Strategies Group
New Jersey
$551K
CFA
1593
Camarda Financial Advisors
Florida
$551K +$568K +13,812 New
BFO
1594
Biltmore Family Office
North Carolina
$550K -$30K -729 -5%
OFW
1595
Omnia Family Wealth
Florida
$549K +$6.54K +159 +1%
CF
1596
Copperwynd Financial
Arizona
$549K -$61.9K -1,506 -10%
GRQ
1597
Gardner Russo & Quinn
Pennsylvania
$549K -$18.5K -450 -3%
DA
1598
Doliver Advisors
Texas
$549K +$565K +13,743 New
BI
1599
Bramshill Investments
Florida
$546K -$4.44K -108 -0.8%
OAM
1600
Oak Asset Management
California
$545K +$33.9K +825 +6%

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.