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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
JG
2176
Jefferies Group
New York
$3.36K -$1.83M -44,382 -35%
DTIM
2177
Danda Trouve Investment Management
Kansas
$3K +$123 +3 +4%
PCA
2178
Providence Capital Advisors
North Carolina
$1K -$3.08K -75 -83%
WAMC
2179
Western Asset Management Company
California
$1K +$987 +24 New
UFF
2180
USA Financial Formulas
Michigan
$1K +$1.11K +27 New
TI
2181
tru Independence
Oregon
$167 -$16K -390 -9%
Balyasny Asset Management
2182
Balyasny Asset Management
Illinois
-$18.3M -483,954 Closed
Pzena Investment Management
2183
Pzena Investment Management
New York
-$17.6M -464,136 Closed
PIA
2184
Piedmont Investment Advisors
North Carolina
-$14.3M -378,561 Closed
CA
2185
Cornerstone Advisors
North Carolina
-$14.1M -372,000 Closed
SC
2186
Shellback Capital
Massachusetts
-$10.8M -285,000 Closed
JGC
2187
J. Goldman & Co
New York
-$8.6M -226,974 Closed
CGM
2188
Capital Growth Management
Massachusetts
-$6.82M -180,000 Closed
BCM
2189
Barometer Capital Management
Ontario, Canada
-$6.19M -164,100 Closed
FA
2190
Fagan Associates
New York
-$5.87M -155,100 Closed
FFM
2191
Fullerton Fund Management
Singapore
-$5.83M -153,915 Closed
LGP
2192
Leonard Green & Partners
California
-$6.17M -150,000 Closed
EI
2193
EDMP Inc
Florida
-$3.23M -141,288 Closed
Ninety One (UK)
2194
Ninety One (UK)
United Kingdom
-$5.26M -138,780 Closed
MWVC
2195
Morgens Waterfall Vintiadis & Co
New York
-$4.32M -114,000 Closed
MC
2196
Maverick Capital
Texas
-$3.33M -88,026 Closed
RI
2197
RWWM Inc
California
-$3.29M -86,871 Closed
TI
2198
Trexquant Investment
Connecticut
-$3.18M -83,988 Closed
EMG
2199
Ellington Management Group
Connecticut
-$2.75M -72,600 Closed
BAC
2200
Boys Arnold & Co
North Carolina
-$2.74M -72,234 Closed

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.