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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
IF
2126
Ironwood Financial
Arizona
$42K +$8.14K +198 +23%
FWM
2127
Filbrandt Wealth Management
Wisconsin
$41K +$42.7K +1,038 New
WR
2128
Watson Rebecca
$39K +$40K +972 New
MWC
2129
MBM Wealth Consultants
Missouri
$38K
ARMC
2130
American Research & Management Company
Massachusetts
$38K +$2.1K +51 +6%
CAM
2131
Costello Asset Management
Pennsylvania
$38K +$38.7K +942 New
HFA
2132
HC Financial Advisors
California
$36K
SWM
2133
Selective Wealth Management
Virginia
$36K +$37K +900 New
CT
2134
Clearstead Trust
Maine
$34K +$10.4K +252 +42%
MAM
2135
Marquette Asset Management
Minnesota
$34K +$35.2K +855 New
CA
2136
Crewe Advisors
Utah
$32K
LAS
2137
Lloyd Advisory Services
Georgia
$31K -$5.43K -132 -15%
NCM
2138
New Capital Management
Texas
$31K
JPLA
2139
Joseph P. Lucia & Associates
New York
$30K +$2.47K +60 +9%
NIMC
2140
NWQ Investment Management Company
California
$29.5K -$4.11M -99,801 -12%
EWA
2141
Evolution Wealth Advisors
Florida
$28K +$25.3K +615 +641%
CWM
2142
Cedar Wealth Management
California
$27K
OAJ
2143
Ogorek Anthony Joseph
New York
$27K
PA
2144
Perennial Advisors
New York
$27K +$28.3K +687 New
WIM
2145
Westside Investment Management
California
$24.1K +$24.8K +603 +16%
RWG
2146
Regal Wealth Group
California
$24K -$123 -3 -0.5%
RBC
2147
Roble Belko & Company
Pennsylvania
$24K
RWB
2148
RMR Wealth Builders
New Jersey
$24K +$24.7K +600 New
RIA
2149
RPG Investment Advisory
California
$23K +$11.4K +276 +92%
PW
2150
Price Wealth
Texas
$22K +$1.85K +45 +9%

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.