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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
DC
1651
DeDora Capital
California
$486K +$617 +15 +0.1%
WB
1652
West Bancorporation
Iowa
$485K +$4.2K +102 +0.8%
CFG
1653
Cooper Financial Group
California
$485K +$47.3K +1,149 +10%
TC
1654
Truvestments Capital
Florida
$484K +$9.87K +240 +2%
TCM
1655
Tradewinds Capital Management
Washington
$483K -$21.5K -522 -4%
HIIFS
1656
Harel Insurance Investments & Financial Services
Israel
$483K +$57.9K +1,407 +13%
CAW
1657
Cornerstone Advisors (Washington)
Washington
$483K +$90.3K +2,196 +22%
CCMD
1658
Cypress Capital Management (Delaware)
Delaware
$480K
PGCM
1659
Prescott Group Capital Management
Oklahoma
$479K
IA
1660
Independence Advisors
Pennsylvania
$478K +$3.7K +90 +0.8%
WIA
1661
Westbourne Investment Advisors
Maryland
$476K -$6.17K -150 -1%
KOMWMG
1662
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$476K +$16K +390 +3%
OFG
1663
Oxford Financial Group
Indiana
$476K +$145K +3,531 +42%
BTW
1664
Boston Trust Walden
Massachusetts
$474K
FRM
1665
Foundation Resource Management
Arkansas
$474K
AIA
1666
Arbor Investment Advisors
North Carolina
$473K
BWP
1667
Bernardo Wealth Planning
Pennsylvania
$471K +$1.85K +45 +0.4%
MF
1668
Magnetar Financial
Illinois
$469K +$483K +11,754 New
MCA
1669
Magnolia Capital Advisors
Mississippi
$467K -$47.5K -1,155 -9%
KMWM
1670
Keudell/Morrison Wealth Management
Oregon
$467K +$78.7K +1,914 +20%
APW
1671
Austin Private Wealth
Texas
$466K
WA
1672
Wheatland Advisors
Pennsylvania
$465K -$6.17K -150 -1%
WA1
1673
Wimmer Associates 1
California
$465K +$49.9K +1,212 +13%
JIP
1674
Jaffetilchin Investment Partners
Florida
$465K +$170K +4,134 +55%
CCM
1675
Canal Capital Management
Virginia
$464K -$1.73K -42 -0.4%

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.