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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
Jacobs Levy Equity Management
1926
Jacobs Levy Equity Management
New Jersey
$259K -$494K -12,012 -65%
DOA
1927
D'Orazio & Associates
Virginia
$259K +$123 +3 +0%
FBB
1928
Fulton Breakefield Broenniman
Maryland
$258K
CFS
1929
Cannon Financial Strategists
Georgia
$257K -$115K -2,790 -30%
NEPPG
1930
New England Professional Planning Group
Rhode Island
$257K -$53.3K -1,296 -18%
CT
1931
Coastline Trust
Rhode Island
$257K
TC
1932
Tatro Capital
Kentucky
$256K -$49.1K -1,194 -16%
KPCM
1933
Kings Point Capital Management
New York
$256K
OMC
1934
Overbrook Management Corp
New York
$253K +$260K +6,330 New
ACM
1935
AUA Capital Management
Pennsylvania
$252K -$52.4K -1,275 -17%
FBFS
1936
First Business Financial Services
Wisconsin
$252K
PFA
1937
Pure Financial Advisors
California
$252K +$12.5K +303 +5%
MRCM
1938
M&R Capital Management
New Jersey
$251K +$29.6K +720 +13%
IF
1939
IRON Financial
Illinois
$250K +$257K +6,252 New
MCM
1940
McRae Capital Management
New Jersey
$249K
MFW
1941
Meristem Family Wealth
Minnesota
$249K +$19.6K +477 +8%
PFA
1942
Pinnacle Family Advisors
Missouri
$248K -$225K -5,472 -47%
KS
1943
Karpas Strategies
Connecticut
$248K
SRC
1944
Sage Rhino Capital
California
$248K +$10.6K +258 +4%
EW
1945
Evoke Wealth
California
$247K -$199K -4,833 -44%
AAP
1946
Arax Advisory Partners
Colorado
$247K -$10.1K -246 -4%
HFAS
1947
Hummer Financial Advisory Services
Illinois
$246K
SIC
1948
Schwartz Investment Counsel
Michigan
$246K
WCWM
1949
Willow Creek Wealth Management
California
$245K
BCWM
1950
Blue Chip Wealth Management
Florida
$245K +$20.6K +501 +9%

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.