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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
WA
2201
Wasatch Advisors
Utah
-$2.68M -70,806 Closed
Voloridge Investment Management
2202
Voloridge Investment Management
Florida
-$2.54M -67,011 Closed
CA
2203
Commerzbank Aktiengesellschaft
Germany
-$2.4M -63,336 Closed
PAA
2204
Peregrine Asset Advisers
Oregon
-$2.33M -61,407 Closed
CC
2205
Cognios Capital
Kansas
-$2.23M -58,776 Closed
CL
2206
CSS LLC
Illinois
-$2.16M -57,018 Closed
Twin Tree Management
2207
Twin Tree Management
Texas
-$2.27M -55,203 Closed
SV
2208
Sturgeon Ventures
United Kingdom
-$1.81M -47,904 Closed
ICOM
2209
Investment Counselors of Maryland
Maryland
-$1.64M -43,350 Closed
QC
2210
Quadrature Capital
United Kingdom
-$1.59M -41,880 Closed
IWA
2211
IBEX Wealth Advisors
New Jersey
-$1.56M -41,301 Closed
IUHSA
2212
Itau Unibanco Holding S.A.
Brazil
-$1.46M -38,595 Closed
GTCM
2213
Gyon Technologies Capital Management
New Jersey
-$1.42M -37,539 Closed
CIM
2214
CenturyLink Investment Management
Colorado
-$1.4M -37,059 Closed
SMFG
2215
Sumitomo Mitsui Financial Group
Japan
-$1.34M -35,322 Closed
PFT
2216
Providence First Trust
Arizona
-$1.33M -35,073 Closed
ZCA
2217
Zeke Capital Advisors
Pennsylvania
-$1.27M -33,615 Closed
BC
2218
Burleson & Co
California
-$1.36M -33,159 Closed
MFS
2219
Mirabella Financial Services
United Kingdom
-$1.13M -29,736 Closed
EP
2220
Edgestream Partners
New Jersey
-$1.12M -29,643 Closed
Eagle Capital Management (New York)
2221
Eagle Capital Management (New York)
New York
-$1.11M -29,400 Closed
TC
2222
Toews Corporation
New Jersey
-$1.11M -29,400 Closed
PD
2223
Planning Directions
Pennsylvania
-$815K -21,510 Closed
LOAMS
2224
Lombard Odier Asset Management (Switzerland)
Switzerland
-$722K -19,065 Closed
Capital Fund Management (CFM)
2225
Capital Fund Management (CFM)
France
-$621K -16,398 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.