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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
CCFCSB
2026
Cape Cod Five Cents Savings Bank
Massachusetts
$208K -$38.7K -942 -15%
CPSC
2027
Carl P. Sherr & Co
Massachusetts
$208K +$214K +5,208 New
LP
2028
LGL Partners
Pennsylvania
$208K +$214K +5,211 New
GLLW
2029
Graves Light Lenhart Wealth
Virginia
$207K +$214K +5,196 New
SQA
2030
Simon Quick Advisors
New Jersey
$206K +$119K +2,895 +128%
IWA
2031
Intercontinental Wealth Advisors
Texas
$206K +$212K +5,148 New
SFC
2032
SYM Financial Corp
Indiana
$206K +$212K +5,163 New
SAG
2033
Spotlight Asset Group
Illinois
$205K -$33.9K -825 -14%
FSG
2034
Financial Strategies Group
Michigan
$204K +$210K +5,097 New
CAM
2035
Crestone Asset Management
Colorado
$203K +$209K +5,073 New
IIC
2036
Integrated Investment Consultants
Michigan
$203K +$209K +5,076 New
RIG
2037
Renaissance Investment Group
Massachusetts
$202K +$208K +5,058 New
EWP
2038
Engrave Wealth Partners
Texas
$201K +$50.1K +1,218 +32%
PP
2039
Pegasus Partners
Wisconsin
$200K +$206K +5,004 New
ME
2040
McIlrath & Eck
Washington
$199K +$28.6K +696 +16%
NSB
2041
Norway Savings Bank
Maine
$196K
VCM
2042
Vigilant Capital Management
Maine
$195K -$13.1K -318 -6%
ICM
2043
Islay Capital Management
Texas
$192K +$55.5K +1,350 +39%
FP
2044
Financial Perspectives
Minnesota
$189K
FCM
2045
Firestone Capital Management
Florida
$187K
WCG
2046
Weaver Consulting Group
California
$186K +$88.7K +2,157 +86%
PC
2047
Permanens Capital
New York
$183K +$188K +4,572 New
HIM
2048
Hillsdale Investment Management
Ontario, Canada
$182K +$80.2K +1,950 +75%
WAM
2049
Wolverine Asset Management
Illinois
$175K +$9.99K +243 +6%
BC
2050
Barnett & Company
Tennessee
$175K +$19.9K +483 +12%

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.