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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
LWM
2076
Liberty Wealth Management
California
$108K +$4.81K +117 +5%
APC
2077
Aspire Private Capital
North Carolina
$107K -$3.83K -93 -3%
Cohen & Steers
2078
Cohen & Steers
New York
$107K
RG
2079
Retirement Group
California
$103K +$106K +2,580 New
TFO
2080
Tarbox Family Office
California
$102K +$22.6K +549 +27%
SLF
2081
Sun Life Financial
Ontario, Canada
$101K -$3.33K -81 -3%
FMP
2082
Financial Management Professionals
Texas
$100K +$11.2K +273 +12%
KTC
2083
Kistler-Tiffany Companies
Pennsylvania
$98K +$14.7K +357 +17%
WAS
2084
Winch Advisory Services
Wisconsin
$95K +$4.07K +99 +4%
SFPG
2085
Stonebridge Financial Planning Group
Florida
$95K +$24.8K +603 +34%
HR
2086
Howe & Rusling
New York
$93K +$61.8K +1,503 +180%
PP
2087
PrairieView Partners
Minnesota
$92K +$123 +3 +0.1%
PGAM
2088
Princeton Global Asset Management
New Jersey
$89K
LWS
2089
Lucia Wealth Services
California
$89K +$11.7K +285 +15%
SFG
2090
Sowa Financial Group
Rhode Island
$85K
EARNEST Partners
2091
EARNEST Partners
Georgia
$82K
CCA
2092
Column Capital Advisors
Indiana
$82K +$9.63K +234 +13%
PWP
2093
Principle Wealth Partners
Connecticut
$82K +$84.8K +2,061 New
BWP
2094
Baldwin Wealth Partners
Massachusetts
$79K
APWM
2095
Atlas Private Wealth Management
New York
$78K -$247 -6 -0.3%
CWM
2096
Cranbrook Wealth Management
Michigan
$77K +$123 +3 +0.2%
AW
2097
Avion Wealth
Texas
$75K -$26.9K -654 -26%
BCM
2098
Bourgeon Capital Management
Connecticut
$75K
MAWCM
2099
Mine & Arao Wealth Creation & Management
California
$75K
PCTC
2100
Perkins Coie Trust Company
Washington
$72K

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.