We are live on ! Find out more
WMT icon

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
EWM
1751
Endurance Wealth Management
Rhode Island
$400K +$4.2K +102 +1%
AIM
1752
Alhambra Investment Management
Florida
$399K -$4.32K -105 -1%
MC
1753
Matisse Capital
Oregon
$398K
H
1754
HoyleCohen
California
$398K +$740 +18 +0.2%
SGCA
1755
Steel Grove Capital Advisors
Tennessee
$397K -$402K -9,777 -50%
THWM
1756
Taylor Hoffman Wealth Management
Virginia
$392K -$26.4K -642 -6%
RPG
1757
Resource Planning Group
Georgia
$392K +$123 +3 +0%
SMG
1758
Smart Money Group
Texas
$391K +$2.1K +51 +0.5%
CM
1759
Columbus Macro
Pennsylvania
$390K -$83.8K -2,037 -17%
TC
1760
TAP Consulting
Missouri
$390K +$9.13K +222 +2%
ECG
1761
Edge Capital Group
Georgia
$389K +$97.7K +2,376 +32%
WMA
1762
Wealth Management Associates
New Jersey
$388K -$35.2K -855 -8%
TC
1763
Trust Company
Kansas
$388K -$1.85K -45 -0.5%
CA
1764
Crumly & Associates
Illinois
$388K +$23.3K +567 +6%
ECM
1765
Exchange Capital Management
Michigan
$385K -$9.87K -240 -2%
MC
1766
Middleton & Co
Massachusetts
$384K
KCM
1767
Kanawha Capital Management
Virginia
$383K +$53.1K +1,290 +16%
ACP
1768
Arcus Capital Partners
Georgia
$382K +$1.36K +33 +0.3%
AFAS
1769
Acorn Financial Advisory Services
Virginia
$382K +$3.46K +84 +0.9%
CB
1770
CNB Bank
Pennsylvania
$382K +$5.06K +123 +1%
SDWMA
1771
Schneider Downs Wealth Management Advisors
Pennsylvania
$381K
EIG
1772
Ellenbecker Investment Group
Wisconsin
$381K +$7.77K +189 +2%
IAP
1773
Indie Asset Partners
Indiana
$381K +$27.1K +660 +8%
FC
1774
Forte Capital
New York
$381K +$393K +9,555 New
SCM
1775
Southport Capital Management
Tennessee
$380K +$15.5K +378 +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.