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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
EWM
2151
Elmwood Wealth Management
California
$21K +$3.08K +75 +17%
CWA
2152
Carolina Wealth Advisors
South Carolina
$20K -$7.77K -189 -28%
SFFS
2153
Stonehage Fleming Financial Services
Jersey
$19K -$1.07M -26,100 -98%
IAS
2154
IMA Advisory Services
Colorado
$19K
HWM
2155
HighMark Wealth Management
Minnesota
$19K +$11.2K +273 +136%
SFA
2156
Semmax Financial Advisors
North Carolina
$18K
RIM
2157
Rockbridge Investment Management
New York
$16K +$16.3K +396 New
MA
2158
Modus Advisors
Minnesota
$16K +$16.4K +399 New
CP
2159
Corbenic Partners
Pennsylvania
$15K
SIA
2160
Sit Investment Associates
Minnesota
$14K
RFWA
2161
RPg Family Wealth Advisory
Massachusetts
$13.8K
JWM
2162
Janiczek Wealth Management
Colorado
$13K
PCFFS
2163
Pacific Center for Financial Services
California
$13K
SSWG
2164
Seven Springs Wealth Group
Tennessee
$12K
VEA
2165
Virtus ETF Advisers
New York
$12K
PFO
2166
Pathstone Family Office
New Jersey
$9K -$88.2K -2,145 -91%
HS
2167
Horan Securities
United States
$9K +$9.5K +231 New
IWP
2168
IAG Wealth Partners
Wisconsin
$8K
LAM
2169
Lountzis Asset Management
Pennsylvania
$8K +$8.39K +204 New
CH
2170
Canton Hathaway
Rhode Island
$7K +$7.4K +180 New
CDIA
2171
Capital Directions Investment Advisors
Georgia
$6K -$12.8K -312 -68%
MIM
2172
Macroview Investment Management
Maryland
$6K
HI
2173
Human Investing
Oregon
$6K +$5.92K +144 +960%
LGWM
2174
Litman Gregory Wealth Management
California
$4K
FCH
2175
Freestone Capital Holdings
Washington
$3.5K +$1.68M +40,839 +87%

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.