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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
CC
1601
Callan Capital
California
$544K
CAG
1602
Crestwood Advisors Group
Massachusetts
$544K +$40.7K +990 +8%
HKAM
1603
Horizon Kinetics Asset Management
New York
$540K +$90K +2,187 +19%
VCA
1604
Verdence Capital Advisors
Maryland
$539K -$4.07K -99 -0.7%
EIM
1605
Essex Investment Management
Massachusetts
$539K
TPWA
1606
TRUE Private Wealth Advisors
Oregon
$538K +$93.5K +2,274 +20%
GBT
1607
Grove Bank & Trust
Florida
$537K +$18.5K +450 +3%
LCAM
1608
London & Capital Asset Management
United Kingdom
$533K +$302K +7,350 +123%
GWCM
1609
Godshalk Welsh Capital Management
Pennsylvania
$532K
JSC
1610
Jackson Square Capital
California
$531K -$18.3K -444 -3%
JWA
1611
JFS Wealth Advisors
Pennsylvania
$527K
RWP
1612
RWA Wealth Partners
Massachusetts
$527K +$5.92K +144 +1%
IFWM
1613
Institute for Wealth Management
Colorado
$527K +$7.28K +177 +1%
I
1614
INVST
Indiana
$527K +$309K +7,521 +132%
GSWM
1615
Golden State Wealth Management
California
$526K +$222K +5,403 +70%
FEM
1616
Fulcrum Equity Management
Texas
$525K +$4.57K +111 +0.9%
NAM
1617
NTV Asset Management
West Virginia
$524K +$9.87K +240 +2%
IWP
1618
Icon Wealth Partners
Texas
$523K -$9.38K -228 -2%
CA
1619
Cornerstone Advisory
Maryland
$523K +$111K +2,700 +26%
CCA
1620
Cobblestone Capital Advisors
New York
$519K -$1.18M -28,785 -69%
BI
1621
Ballast Inc
Kentucky
$519K +$57.9K +1,407 +12%
FBT
1622
First Bank & Trust
South Dakota
$517K -$17.5K -426 -3%
COF
1623
Capital One Financial
Virginia
$515K -$11.7K -285 -2%
AG
1624
AlphaSimPlex Group
Massachusetts
$514K +$529K +12,864 New
SBF
1625
Sara-Bay Financial
Florida
$513K +$531K +12,900 New

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.