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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
EW
1951
Element Wealth
Mississippi
$245K +$32K +777 +14%
CWM
1952
CCG Wealth Management
California
$244K -$24.9K -606 -9%
MGAM
1953
McGowan Group Asset Management
Texas
$244K +$987 +24 +0.4%
HIM
1954
HawsGoodwin Investment Management
Tennessee
$243K
MAM
1955
Magellan Asset Management
Australia
$242K -$203K -4,926 -45%
ACM
1956
Armbruster Capital Management
New York
$242K +$249K +6,060 New
NWM
1957
Northwest Wealth Management
Iowa
$241K -$7.16K -174 -3%
OWP
1958
Obermeyer Wealth Partners
Colorado
$241K +$12.5K +303 +5%
CA
1959
Centerpoint Advisors
Massachusetts
$240K -$247K -6,000 -50%
BIM
1960
Baldwin Investment Management
Pennsylvania
$240K
CWM
1961
Concentric Wealth Management
California
$240K
RVPG
1962
Relative Value Partners Group
$240K
SCI
1963
S&CO Inc
Massachusetts
$240K
VST
1964
Van Strum & Towne
California
$240K
OC
1965
Oppenheimer & Close
New York
$239K
CSPIA
1966
Cary Street Partners Investment Advisory
Virginia
$239K +$22.2K +540 +10%
PVH
1967
Psagot Value Holdings
Israel
$239K +$61.5K +1,494 +33%
CCFM
1968
Clear Creek Financial Management
Washington
$237K +$29K +705 +13%
SWA
1969
Sutton Wealth Advisors
Florida
$236K +$7.77K +189 +3%
DWM
1970
Darwin Wealth Management
Florida
$236K -$3.14M -76,374 -93%
SW
1971
StrongBox Wealth
Missouri
$236K -$9.87K -240 -4%
AIFAIM
1972
American Institute for Advanced Investment Management
Arizona
$235K +$16K +390 +7%
CQS
1973
Credential Qtrade Securities
$235K +$77.1K +1,875 +47%
GFP
1974
Gryphon Financial Partners
Ohio
$234K -$77.1K -1,875 -24%
DSN
1975
D. Scott Neal
Kentucky
$234K +$1.85K +45 +0.8%

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.