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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
PWA
1726
Physician Wealth Advisors
Utah
$420K +$8.76K +213 +2%
PCS
1727
Personal CFO Solutions
New Jersey
$420K +$177K +4,302 +69%
GCP
1728
GSA Capital Partners
United Kingdom
$420K +$433K +10,515 New
SFG
1729
Summit Financial Group
West Virginia
$419K -$6.17K -150 -1%
ITIM
1730
Indiana Trust & Investment Management
Indiana
$419K
UFG
1731
United Fire Group
Iowa
$419K
LC
1732
Lavaca Capital
Texas
$419K +$57.5K +1,398 +15%
SMH
1733
Sanders Morris Harris
Texas
$419K +$432K +10,500 New
BST
1734
Bath Savings Trust
Maine
$417K +$40.5K +984 +10%
RSVP
1735
Ramsay Stattman Vela & Price
Colorado
$416K -$247 -6 -0.1%
JLBC
1736
J.L. Bainbridge & Co
Florida
$416K +$617 +15 +0.1%
NDSI
1737
Newman Dignan & Sheerar Inc
Rhode Island
$411K +$89.7K +2,181 +30%
MOS
1738
MGO One Seven
Ohio
$409K -$53.3K -1,296 -11%
CWM
1739
Circle Wealth Management
New Jersey
$407K +$10.1K +246 +2%
TIA
1740
Tiemann Investment Advisors
California
$406K +$71K +1,725 +20%
HDIM
1741
Hanson & Doremus Investment Management
Vermont
$405K -$694K -16,869 -62%
LF
1742
Lee Financial
Texas
$405K -$30.7K -747 -7%
RCG
1743
Rock Creek Group
District of Columbia
$405K +$417K +10,134 New
CMI
1744
Clare Market Investments
Texas
$405K -$258K -6,261 -38%
HIC
1745
Holderness Investments Company
North Carolina
$404K +$139K +3,390 +50%
BPM
1746
Bowling Portfolio Management
Ohio
$403K -$4.32K -105 -1%
CFS
1747
CRA Financial Services
New Jersey
$403K +$9.26K +225 +2%
PPP
1748
Private Portfolio Partners
New Jersey
$402K -$592K -14,391 -59%
FFC
1749
First Financial Corp
Indiana
$402K -$13.1K -318 -3%
EC
1750
Estate Counselors
Wisconsin
$401K +$413K +10,050 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.