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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
CBOR
1851
Community Bank of Raymore
Missouri
$322K -$5.55K -135 -2%
CCC
1852
Chelsea Counsel Company
California
$322K +$331K +8,055 New
GAM
1853
Gemmer Asset Management
California
$320K -$20K -486 -6%
FBA
1854
Front Barnett Associates
Illinois
$318K -$123 -3 -0%
1IA
1855
1834 Investment Advisors
Wisconsin
$317K
UBG
1856
United Bank (Georgia)
Georgia
$316K +$2.47K +60 +0.8%
ODCM
1857
Old Dominion Capital Management
Virginia
$316K +$64.8K +1,575 +25%
RCA
1858
Resonant Capital Advisors
Wisconsin
$316K +$325K +7,911 New
PWM
1859
Paulson Wealth Management
Illinois
$314K -$150K -3,648 -32%
HFS
1860
HBC Financial Services
Washington
$313K
M
1861
MOTCO
Texas
$312K -$6.66K -162 -2%
PAM
1862
Private Asset Management
California
$312K
WGA
1863
Weather Gauge Advisory
Virginia
$311K -$98.6K -2,397 -24%
SRC
1864
Shufro Rose & Co
New York
$311K -$73.4K -1,785 -19%
KM
1865
Kalos Management
Georgia
$311K -$1.23K -30 -0.4%
SA
1866
Sicart Associates
New York
$311K
YMRC
1867
Yorktown Management & Research Company
Virginia
$311K +$321K +7,800 New
SFG
1868
StrategIQ Financial Group
Indiana
$310K -$72.3K -1,758 -18%
RCA
1869
Ranch Capital Advisors
Florida
$310K -$24.9K -606 -8%
AUB
1870
Atlantic Union Bankshares
Virginia
$309K +$5.43K +132 +2%
MIP
1871
Marietta Investment Partners
Wisconsin
$308K -$12.3K -300 -4%
SIA
1872
Strategic Investment Advisors
Michigan
$307K -$11.4K -276 -3%
ISB
1873
Iowa State Bank
Iowa
$306K -$308K -7,500 -49%
ARG
1874
Advisory Resource Group
Oklahoma
$306K +$15.7K +381 +5%
LWMM
1875
Legacy Wealth Management (Mississippi)
Mississippi
$305K

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.