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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
IP
176
Interval Partners
New York
$48.7M +$50.1M +1,218,975 New
Man Group
177
Man Group
United Kingdom
$48.1M +$25.1M +609,357 +102%
Bank of Nova Scotia
178
Bank of Nova Scotia
Ontario, Canada
$47.8M -$7.17M -174,402 -13%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$47.2M -$10.6M -256,911 -18%
MSE
180
MUFG Securities EMEA
United Kingdom
$47.1M -$43.9M -1,067,037 -47%
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$46.2M -$66.4M -1,615,161 -58%
AII
182
AGF Investments Inc
Ontario, Canada
$46M -$3.7M -89,898 -7%
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
$45.9M -$141K -3,417 -0.3%
KeyBank National Association
184
KeyBank National Association
Ohio
$45.2M -$569K -13,830 -1%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$44.7M +$2.69M +65,517 +6%
MIM
186
MetLife Investment Management
New Jersey
$44.4M +$576K +14,013 +1%
IC
187
InterOcean Capital
Illinois
$43.9M -$1.13M -27,519 -2%
EHC
188
Everett Harris & Co
California
$43.5M -$748K -18,180 -2%
SOMRS
189
State of Michigan Retirement System
Michigan
$43.3M +$4.5M +109,371 +11%
MSL
190
Mackay Shields LLC
New York
$43.2M +$3.08M +74,796 +7%
NIPH
191
NN Investment Partners Holdings
Netherlands
$42.9M +$682K +16,587 +2%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$42.6M +$43.8M +1,065,735 New
AA
193
ALPS Advisors
Colorado
$42.2M -$4.16M -101,082 -9%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$41.7M +$2.84M +69,000 +7%
AIMCA
195
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.6M +$4.37M +106,200 +11%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$41.3M +$491K +11,946 +1%
BCM
197
Bridgeway Capital Management
Texas
$40.7M +$24.7K +600 +0.1%
FCIM
198
Fairview Capital Investment Management
California
$40.6M -$543K -13,191 -1%
Mariner
199
Mariner
Kansas
$40.1M +$4.28M +104,088 +12%
Federated Hermes
200
Federated Hermes
Pennsylvania
$39.9M -$32.9M -799,614 -44%

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.