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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
BA
1976
Ballast Advisors
Minnesota
$234K +$241K +5,850 New
AMG
1977
Advisors Management Group
Wisconsin
$231K -$123 -3 -0.1%
WC
1978
Whitney & Co
New York
$231K
SB
1979
Sunflower Bank
Texas
$231K +$239K +5,805 New
CFFP
1980
Center for Financial Planning
Michigan
$230K -$38.6K -939 -14%
MWM
1981
MinichMacGregor Wealth Management
New York
$230K +$11K +267 +5%
AOWM
1982
Alpha Omega Wealth Management
Virginia
$229K
HHAA
1983
Henry H. Armstrong Associates
Pennsylvania
$229K
MFT
1984
Moisand Fitzgerald Tamayo
Florida
$229K
RCC
1985
Red Cedar Capital
Nebraska
$229K
CA
1986
Capital Advantage
California
$229K +$247 +6 +0.1%
MW
1987
Marcum Wealth
Ohio
$229K +$5.43K +132 +2%
Financial Engines Advisors
1988
Financial Engines Advisors
California
$228K +$234K +5,700 New
HIS
1989
Horizon Investment Services
Indiana
$228K +$235K +5,706 New
FWM
1990
Fairhaven Wealth Management
Illinois
$227K +$234K +5,685 New
VCM
1991
Versant Capital Management
Arizona
$226K +$247 +6 +0.1%
PAG
1992
Pinnacle Advisory Group
Maryland
$226K +$2.47K +60 +1%
CW
1993
CreativeOne Wealth
Kansas
$224K -$7.77K -189 -3%
DLHL
1994
Donald L. Hagan LLC
Florida
$224K +$4.81K +117 +2%
GAB
1995
German American Bancorp
Indiana
$223K +$987 +24 +0.4%
RWM
1996
Ritholtz Wealth Management
New York
$221K +$4.32K +105 +2%
FSA
1997
Financial Sense Advisors
California
$221K +$228K +5,547 New
ZF
1998
Zhang Financial
Michigan
$220K +$370 +9 +0.2%
GD
1999
Grandfield & Dodd
New York
$220K +$226K +5,484 New
SCA
2000
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$226K +5,499 New

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.