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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
SC
2101
Steph & Co
Wisconsin
$71K -$141K -3,438 -66%
CYG
2102
Clean Yield Group
Vermont
$70K
EIP
2103
Ellis Investment Partners
Pennsylvania
$70K +$12.3K +300 +20%
SIAS
2104
Shine Investment Advisory Services
Colorado
$70K +$16K +390 +29%
CIAS
2105
CBIZ Investment Advisory Services
Ohio
$67K
CMA
2106
Cedar Mountain Advisors
Oregon
$66K +$5.92K +144 +9%
TFGT
2107
TS Financial Group (TSFG)
Illinois
$64K
EAM
2108
Erste Asset Management
Austria
$61.1K
LFG
2109
LifePlan Financial Group
Ohio
$61K
CWM
2110
Campbell Wealth Management
Virginia
$61K +$62.6K +1,521 New
SIA
2111
SeaBridge Investment Advisors
New Jersey
$60K +$61.7K +1,500 New
SL
2112
Savior LLC
Massachusetts
$59K -$2.84K -69 -4%
LWA
2113
Lowe Wealth Advisors
Maryland
$59K +$370 +9 +0.6%
AA
2114
AlphaMark Advisors
Kentucky
$58K
MF
2115
Manchester Financial
California
$58K +$10.4K +252 +21%
FEG
2116
Financial Enhancement Group
Indiana
$58K +$49.9K +1,212 +505%
KC
2117
Knuff & Co
California
$55K +$7.4K +180 +15%
KFS
2118
Kelly Financial Services
Massachusetts
$54.5K
FWM
2119
FSA Wealth Management
Massachusetts
$54K +$617 +15 +1%
TF
2120
TimeScale Financial
Massachusetts
$53K -$4.2K -102 -7%
MIP
2121
Mondrian Investment Partners
United Kingdom
$49K
BHWM
2122
Bay Harbor Wealth Management
Maryland
$49K +$987 +24 +2%
AA
2123
AlphaCentric Advisors
Puerto Rico
$49K +$50.6K +1,230 New
BBA
2124
Braun-Bostich & Associates
Pennsylvania
$47K
RAM
2125
Riggs Asset Management
Pennsylvania
$42K

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.