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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
HI
1826
Hendershot Investments
Virginia
$338K
SIM
1827
Sadoff Investment Management
Wisconsin
$338K
PIM
1828
Penobscot Investment Management
Massachusetts
$338K +$5.68K +138 +2%
PP
1829
PDT Partners
New York
$338K +$348K +8,469 New
SWMG
1830
Signature Wealth Management Group
Georgia
$337K
CRIG
1831
Charter Research & Investment Group
Connecticut
$336K
HSWM
1832
Hubbell Strickland Wealth Management
Louisiana
$336K +$2.96K +72 +0.9%
KPWG
1833
KFA Private Wealth Group
Virginia
$334K +$86.3K +2,097 +33%
BCA
1834
Berman Capital Advisors
Georgia
$332K +$9.99K +243 +3%
MIA
1835
MainStreet Investment Advisors
Illinois
$330K -$701K -17,037 -67%
CIC
1836
Chilton Investment Company
Connecticut
$330K
TSS
1837
Two Sigma Securities
New York
$329K -$835K -20,304 -71%
CC
1838
Colrain Capital
Massachusetts
$329K -$278K -6,750 -45%
RMDI
1839
R.M. Davis Inc
Maine
$328K -$6.05K -147 -2%
NCM
1840
Northside Capital Management
Oregon
$328K
GPA
1841
Garrison Point Advisors
California
$328K +$29.7K +723 +10%
FFIC
1842
First Fiduciary Investment Counsel
Ohio
$327K
IC
1843
Intersect Capital
California
$326K -$17K -414 -5%
EI
1844
Ellevest Inc
New York
$326K -$10.5K -255 -3%
FSA
1845
Fort Sheridan Advisors
Illinois
$326K +$1.23K +30 +0.4%
SA
1846
Strategic Advisors
New York
$326K +$19.1K +465 +7%
FAN
1847
Financial Advisors Network
California
$325K -$133K -3,231 -28%
LWM
1848
Lenox Wealth Management
Ohio
$325K +$14.8K +360 +5%
MWPCG
1849
Measured Wealth Private Client Group
New Hampshire
$325K +$33.3K +810 +11%
AIA
1850
Armor Investment Advisors
North Carolina
$324K +$25.3K +615 +8%

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.