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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
TWP
1901
TFO Wealth Partners
Ohio
$281K
WOSD
1902
WFA of San Diego
California
$280K +$297K +7,209 New
SC
1903
Sawyer & Company
Massachusetts
$278K -$58K -1,410 -17%
BMM
1904
Buffington Mohr McNeal
Idaho
$278K +$5.55K +135 +2%
AWM
1905
Aprio Wealth Management
Georgia
$277K
WI
1906
Wedgewood Investors
Pennsylvania
$277K
NEWAS
1907
N.E.W. Advisory Services
Wisconsin
$277K +$286K +6,945 New
AWM
1908
Apollon Wealth Management
South Carolina
$273K +$281K +6,840 New
EWM
1909
EPG Wealth Management
Georgia
$272K -$46.2K -1,122 -14%
SLWS
1910
Swaine & Leidel Wealth Services
Florida
$272K
MS
1911
Maven Securities
Jersey
$272K +$281K +6,822 New
HHGA
1912
Halbert Hargrove Global Advisors
California
$271K +$24.3K +591 +10%
PA
1913
Probity Advisors
Texas
$270K -$13.3K -324 -5%
UWPG
1914
Ullmann Wealth Partners Group
Florida
$270K
PIA
1915
Perennial Investment Advisors
California
$269K -$5.06K -123 -2%
GIA
1916
Guyasuta Investment Advisors
Pennsylvania
$266K +$274K +6,660 New
SIG
1917
Sky Investment Group
Connecticut
$265K +$32.8K +798 +14%
RGIA
1918
Rainier Group Investment Advisory
Washington
$265K +$273K +6,639 New
CWA
1919
Clarus Wealth Advisors
Arizona
$264K -$655K -15,912 -72%
BWP
1920
BSW Wealth Partners
Colorado
$264K +$9.5K +231 +4%
GM
1921
GeoWealth Management
Illinois
$264K +$272K +6,618 New
PCM
1922
Prelude Capital Management
New York
$263K +$75.4K +1,833 +39%
LFG
1923
Larson Financial Group
Missouri
$262K +$199K +4,839 +282%
FIA
1924
Foundations Investment Advisors
Arizona
$261K +$52.3K +1,272 +24%
NA
1925
Navellier & Associates
Nevada
$260K -$33.6K -816 -11%

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.