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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
LC
1876
Lindbrook Capital
California
$305K -$103K -2,514 -25%
ACM
1877
AlphaStar Capital Management
North Carolina
$305K -$3.95K -96 -1%
NERM
1878
New England Research & Management
Illinois
$305K
BBI
1879
Baxter Bros Inc
Connecticut
$304K +$313K +7,602 New
LWP
1880
Legacy Wealth Planning
Nevada
$303K
FRM
1881
Fox Run Management
Connecticut
$302K +$311K +7,554 New
SWRP
1882
Summit Wealth & Retirement Planning
California
$301K -$23.2K -564 -7%
HGWM
1883
Harvest Group Wealth Management
Massachusetts
$301K +$1.23K +30 +0.4%
OWA
1884
Outlook Wealth Advisors
Texas
$298K -$15.9K -387 -5%
SIM
1885
SSI Investment Management
California
$296K -$7.53K -183 -2%
FA
1886
FMA Advisory
Pennsylvania
$296K -$5.8K -141 -2%
FAM
1887
Formidable Asset Management
Ohio
$296K +$1.73K +42 +0.6%
VAG
1888
VisionPoint Advisory Group
Texas
$296K +$279K +6,771 New
FPCP
1889
Fort Point Capital Partners
California
$294K -$1.23K -30 -0.4%
FCMC
1890
Founders Capital Management (Connecticut)
Connecticut
$294K
ESBC
1891
E.S. Barr & Co
Kentucky
$292K
HCM
1892
Howland Capital Management
Massachusetts
$291K +$9.5K +231 +3%
BCM
1893
Bienville Capital Management
New York
$289K +$297K +7,230 New
MWM
1894
Merriman Wealth Management
Washington
$288K -$53.8K -1,308 -15%
OCM
1895
Orser Capital Management
Texas
$287K
SCM
1896
Stonebridge Capital Management
California
$287K
AMIM
1897
Aull & Monroe Investment Management
Alabama
$287K +$5.06K +123 +2%
VFP
1898
Verus Financial Partners
Virginia
$286K +$864 +21 +0.3%
MHR
1899
Matthew Hamilton Rosenberg
$284K +$12.8K +312 +5%
LCM
1900
Leisure Capital Management
California
$282K +$61.7K +1,500 +27%

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.