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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
MA
1676
MCF Advisors
Kentucky
$463K +$53.7K +1,305 +13%
VCM
1677
Vivaldi Capital Management
Illinois
$460K +$95.1K +2,313 +28%
MS
1678
Madden Securities
Texas
$460K +$474K +11,526 New
RHBC
1679
R.H. Bluestein & Co
Michigan
$458K -$18.5K -450 -4%
MIM
1680
Montgomery Investment Management
Maryland
$456K
FVWA
1681
Foster Victor Wealth Advisors
South Carolina
$456K +$260K +6,327 +124%
NJBEST
1682
New Jersey Better Educational Savings Trust
New Jersey
$455K
RCM
1683
RB Capital Management
Nevada
$455K +$61.2K +1,488 +15%
EVC
1684
Eidelman Virant Capital
Missouri
$455K +$469K +11,400 New
AW
1685
Alpha Windward
Massachusetts
$454K -$41.1K -999 -8%
VC
1686
Vicus Capital
Pennsylvania
$454K +$140K +3,405 +43%
HPWM
1687
Highland Private Wealth Management
Washington
$453K +$133K +3,228 +40%
BWA
1688
Beam Wealth Advisors
Louisiana
$450K -$3.83K -93 -0.8%
LCM
1689
Laurion Capital Management
New York
$450K +$463K +11,262 New
CRC
1690
Curi RMB Capital
Illinois
$449K -$15.7K -381 -3%
CCM
1691
Chilton Capital Management
Texas
$449K
ZB
1692
Zions Bancorporation
Utah
$449K +$29.5K +717 +7%
PWS
1693
Private Wealth Strategies
Ohio
$447K +$864 +21 +0.2%
FL
1694
Fort LP
Maryland
$446K -$391K -9,516 -46%
SFSG
1695
Sound Financial Strategies Group
Mississippi
$446K -$123 -3 -0%
PG
1696
Patten Group
Tennessee
$446K
SFA
1697
Souders Financial Advisors
Ohio
$446K +$76.1K +1,851 +20%
EM
1698
Excalibur Management
Massachusetts
$445K -$247 -6 -0.1%
RHP
1699
Royal Harbor Partners
Texas
$445K +$1.85K +45 +0.4%
TWM
1700
Titus Wealth Management
California
$444K -$12.8K -312 -3%

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.