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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
AAM
2001
Augustine Asset Management
Florida
$219K -$10.1K -246 -4%
HCM
2002
HM Capital Management
Missouri
$219K
NC
2003
NewSquare Capital
Pennsylvania
$219K +$11.7K +285 +5%
SFM
2004
Signet Financial Management
New Jersey
$218K -$1.53M -37,164 -88%
BL
2005
Balentine LLC
Georgia
$217K -$5.31K -129 -2%
PWP
2006
Personal Wealth Partners
Minnesota
$216K
RCA
2007
Rowland Carmichael Advisors
Arizona
$216K +$123 +3 +0.1%
PPW
2008
Parcion Private Wealth
Washington
$216K +$4.44K +108 +2%
NFG
2009
Nadler Financial Group
Illinois
$216K +$223K +5,412 New
CPC
2010
Congress Park Capital
New York
$216K +$223K +5,415 New
OAM
2011
Oberweis Asset Management
Illinois
$215K -$2.22K -54 -1%
MWM
2012
Minot Wealth Management
Massachusetts
$214K +$2.35K +57 +1%
AI
2013
Accredited Investors
Minnesota
$213K
FCCM
2014
First City Capital Management
Georgia
$213K +$220K +5,346 New
BWAM
2015
Boyd Watterson Asset Management
Ohio
$212K -$24.7K -600 -10%
MLFP
2016
MPS Loria Financial Planners
Illinois
$212K +$218K +5,310 New
CG
2017
Corundum Group
Colorado
$211K -$31.3K -762 -13%
DI
2018
DFPG Investments
Utah
$211K -$10.2K -249 -5%
DTC
2019
Davidson Trust Company
Washington
$211K +$219K +5,322 New
APW
2020
Aurora Private Wealth
New Jersey
$210K -$186K -4,512 -46%
IMOV
2021
Investment Management of Virginia
Virginia
$210K +$216K +5,250 New
MAA
2022
Matrix Asset Advisors
New York
$210K +$216K +5,250 New
PP
2023
PDS Planning
Ohio
$210K +$217K +5,268 New
RPGK
2024
Retirement Planning Group (Kansas)
Kansas
$210K +$217K +5,268 New
FMTC
2025
Farmers & Merchants Trust Company
California
$209K +$216K +5,241 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.