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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
PMA
1776
Prudent Man Advisors
Illinois
$380K +$391K +9,507 New
SIAM
1777
Sterling Investment Advisors (Missouri)
Missouri
$378K +$370 +9 +0.1%
AIM
1778
AIA Investment Management
Singapore
$378K +$275K +6,690 +241%
CPA
1779
Court Place Advisors
Maryland
$374K
OA
1780
Oxbow Advisors
Texas
$374K
FPGK
1781
Financial Partners Group (Kansas)
Kansas
$374K +$14.3K +348 +4%
DCM
1782
Donaldson Capital Management
Indiana
$374K +$60.2K +1,464 +18%
NB
1783
Nicolet Bankshares
Wisconsin
$373K +$7.4K +180 +2%
NP
1784
NorthRock Partners
Minnesota
$372K +$154K +3,738 +67%
PB
1785
Pinnacle Bancorp
Nebraska
$371K -$12.3K -300 -3%
LWM
1786
Laidlaw Wealth Management
New York
$370K +$80.2K +1,950 +27%
TIA
1787
Tandem Investment Advisors
South Carolina
$369K +$110K +2,673 +41%
BBA
1788
BLB&B Advisors
Pennsylvania
$367K +$12.6K +306 +3%
AWCI
1789
Alpine Woods Capital Investors
New York
$367K +$378K +9,192 New
PWP
1790
Private Wealth Partners
California
$365K +$6.79K +165 +2%
AFS
1791
Axiom Financial Strategies
Indiana
$364K -$24.6K -597 -6%
CAM
1792
Congress Asset Management
Massachusetts
$364K -$8.64K -210 -2%
NP
1793
Ninepoint Partners
Ontario, Canada
$364K +$18.1K +441 +5%
CRCM
1794
Corbett Road Capital Management
Virginia
$364K +$375K +9,126 New
LC
1795
LCNB Corp
Ohio
$361K -$6.05K -147 -2%
JHP
1796
James Hambro & Partners
United Kingdom
$359K
PFA
1797
Paradigm Financial Advisors
Missouri
$358K
RTC
1798
Riverview Trust Company
Washington
$358K
SIC
1799
Samalin Investment Counsel
New York
$358K +$864 +21 +0.2%
XSC
1800
X-Square Capital
Puerto Rico
$358K +$9.5K +231 +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.