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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
TA
1801
TFG Advisers
Michigan
$357K +$34.7K +843 +10%
CCB
1802
Cutter & Co Brokerage
Missouri
$356K -$167K -4,050 -31%
MWM
1803
Modera Wealth Management
New Jersey
$356K -$1.97K -48 -0.5%
CC
1804
Capital Counsel
New York
$356K
BWA
1805
Burt Wealth Advisors
Maryland
$354K -$11.4K -276 -3%
SNT
1806
Security National Trust
West Virginia
$354K +$46.3K +1,125 +15%
MIM
1807
Moseley Investment Management
Florida
$353K +$19.6K +477 +6%
LF
1808
Lantz Financial
Illinois
$352K -$44.2K -1,074 -11%
UTC
1809
Unified Trust Company
Kentucky
$351K +$5.06K +123 +1%
CMBA
1810
C.M. Bidwell & Associates
Hawaii
$351K +$28.5K +693 +9%
OCPWS
1811
One Charles Private Wealth Services
Massachusetts
$351K +$329K +7,989 New
FNBSF
1812
First National Bank Sioux Falls
South Dakota
$350K
WA
1813
WealthTrust Axiom
Pennsylvania
$349K +$12.3K +300 +4%
KIC
1814
Keating Investment Counselors
Florida
$349K +$13.9K +339 +4%
JFA
1815
JNBA Financial Advisors
Minnesota
$348K
TC
1816
TradeLink Capital
Illinois
$345K +$355K +8,640 New
SPC
1817
Stewart & Patten Company
California
$344K
TCOK
1818
Trust Company of Kansas
Kansas
$343K -$165K -4,020 -32%
CF
1819
Corrigan Financial
Rhode Island
$342K
TCM
1820
Tufton Capital Management
Maryland
$342K
PFA
1821
Pettinga Financial Advisors
Indiana
$342K +$32.7K +795 +10%
ECM
1822
Evergreen Capital Management
Washington
$342K +$57.5K +1,398 +20%
VCAM
1823
Van Cleef Asset Management
Ohio
$341K
LWA
1824
Lineweaver Wealth Advisors
Ohio
$341K +$67.9K +1,650 +24%
NWP
1825
Northstar Wealth Partners
Connecticut
$340K +$14.8K +360 +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.