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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
1W
2051
1776 Wealth
Georgia
$171K -$174K -4,224 -50%
WPA
2052
West Paces Advisors
Georgia
$171K
AIM
2053
Arcadia Investment Management
Michigan
$169K
APW
2054
Acima Private Wealth
Virginia
$164K
BAM
2055
Barrett Asset Management
New York
$162K
GWS
2056
Glassman Wealth Services
Virginia
$161K +$17.3K +420 +12%
AC
2057
Asio Capital
Kentucky
$160K +$165K +4,008 New
PO
2058
Private Ocean
California
$156K -$37K -900 -19%
HWA
2059
HHM Wealth Advisors
Tennessee
$155K +$8.02K +195 +5%
ST
2060
Sageworth Trust
Pennsylvania
$135K -$60.6K -1,473 -30%
CWAF
2061
Core Wealth Advisors (Florida)
Florida
$135K +$6.17K +150 +5%
WLPWM
2062
Walled Lake Planning & Wealth Management
Illinois
$134K -$11.4K -276 -8%
CAM
2063
CenterStar Asset Management
Illinois
$133K
BWL
2064
Bogart Wealth LLC
Virginia
$133K +$7.65K +186 +6%
AWM
2065
AllSquare Wealth Management
New York
$129K -$60.6K -1,473 -31%
C
2066
Cerebellum
California
$127K +$159K +3,873 New
CAL
2067
Capital Advisors Ltd
Ohio
$126K
APWA
2068
Atlas Private Wealth Advisors
New Jersey
$123K +$127K +3,093 New
MWP
2069
Meridian Wealth Partners
Pennsylvania
$121K -$740 -18 -0.6%
CFN
2070
Cordasco Financial Network
Florida
$120K
AWM
2071
Atticus Wealth Management
Florida
$120K +$1.85K +45 +2%
FIA
2072
FNY Investment Advisers
New York
$119K +$123K +3,000 New
CWC
2073
Carolinas Wealth Consulting
North Carolina
$112K +$116K +2,811 New
CFD
2074
Creative Financial Designs
Indiana
$110K +$36.3K +882 +47%
BCM
2075
Blume Capital Management
California
$108K

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.