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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
PMFA
1626
Plante Moran Financial Advisors
Michigan
$512K -$62.4K -1,518 -11%
HCMNY
1627
Howard Capital Management (New York)
New York
$512K +$31.6K +768 +6%
PV
1628
Private Vista
Illinois
$511K -$124K -3,021 -19%
PR
1629
Payden & Rygel
California
$505K
AWS
1630
AJ Wealth Strategies
New York
$504K +$519K +12,618 New
CPA
1631
Capital Planning Advisors
California
$502K +$5.68K +138 +1%
BOPW
1632
Brandywine Oak Private Wealth
Pennsylvania
$501K -$58.7K -1,428 -10%
CPC
1633
Consolidated Planning Corp
Georgia
$501K +$13.3K +324 +3%
ZIC
1634
ZWJ Investment Counsel
Georgia
$500K -$877K -21,309 -63%
MCWS
1635
McKinley Carter Wealth Services
West Virginia
$500K +$35.8K +870 +7%
AIP
1636
Almanack Investment Partners
Pennsylvania
$498K +$49.6K +1,206 +11%
PCMC
1637
Paragon Capital Management (Colorado)
Colorado
$497K +$6.17K +150 +1%
FPS
1638
Fieldpoint Private Securities
Connecticut
$497K +$512K +12,438 New
BCM
1639
BTR Capital Management
California
$496K +$24.7K +600 +5%
XWM
1640
Xcel Wealth Management
Florida
$496K +$30.4K +738 +6%
PI
1641
PFS Investments
Georgia
$496K +$202K +4,914 +65%
RPWA
1642
Regent Peak Wealth Advisors
Georgia
$494K +$81.2K +1,974 +19%
LCS
1643
Levin Capital Strategies
New York
$493K -$61.7K -1,500 -11%
VA
1644
Valmark Advisers
Ohio
$493K -$24.8K -603 -5%
CFMC
1645
Curbstone Financial Management Corp
New Hampshire
$493K -$18.5K -450 -4%
SWMG
1646
Strategic Wealth Management Group
Maryland
$492K +$30.1K +732 +6%
AIA
1647
Avalon Investment & Advisory
Texas
$491K -$172K -4,179 -25%
EGM
1648
Engineers Gate Manager
New York
$491K -$9.13K -222 -2%
RHJA
1649
Rice Hall James & Associates
California
$487K
PLFAM
1650
Pineno Levin & Ford Asset Management
Virginia
$487K +$6.42K +156 +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.