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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
MNG
151
Manning & Napier Group
New York
$65.1M +$969K +23,556 +1%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$64.5M +$54.8M +1,332,294 +468%
MWNA
153
Marshall Wace North America
New York
$64.5M +$46.7M +1,136,313 +237%
Comerica Bank
154
Comerica Bank
Texas
$64.2M +$718K +17,460 +1%
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$63.9M -$2.4M -58,383 -4%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$63.4M -$27.4M -665,085 -30%
Calamos Advisors
157
Calamos Advisors
Illinois
$62.2M +$5.44M +132,207 +9%
UCFA
158
United Capital Financial Advisors
Texas
$61.2M -$7.57M -183,996 -11%
Aviva
159
Aviva
United Kingdom
$60.8M -$2.35M -57,054 -4%
PCA
160
Personal Capital Advisors
California
$59.3M +$1.94M +47,046 +3%
HNB
161
Huntington National Bank
Ohio
$58.6M -$1.68M -40,890 -3%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$57.8M +$5.18M +125,871 +10%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$57.8M +$5.19M +126,093 +10%
Nomura Asset Management
164
Nomura Asset Management
Japan
$56.9M -$454K -11,028 -0.8%
MSV
165
MN Services Vermogensbeheer
Netherlands
$56.4M +$58.1M +1,412,100 New
GT
166
Glenmede Trust
Pennsylvania
$55.9M -$1.91M -46,500 -3%
AIG
167
American International Group
New York
$55.6M +$565K +13,734 +1%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$55.5M +$11.9M +289,515 +26%
SEI Investments
169
SEI Investments
Pennsylvania
$55.5M +$1.12M +27,228 +2%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$55.4M +$10.6M +257,520 +23%
SOADOR
171
State of Alaska Department of Revenue
Alaska
$55.2M +$11.9M +290,025 +27%
PWLP
172
Prio Wealth Limited Partnership
Massachusetts
$54.7M +$370K +8,988 +0.7%
GC
173
Gobi Capital
California
$54.5M +$56.1M +1,364,496 New
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.7M -$9.83M -239,100 -16%
SI
175
Stephens Inc
Arkansas
$50M +$4.54M +110,310 +10%

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.