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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
ASRS
201
Arizona State Retirement System
Arizona
$39.9M -$4.8M -116,718 -10%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$39.1M +$9.29M +225,753 +30%
CB
203
Commerce Bank
Missouri
$38.9M +$2.37M +57,723 +6%
SRIM
204
Saratoga Research & Investment Management
California
$38.6M -$26.3K -639 -0.1%
Axa
205
Axa
France
$38.1M -$2.85M -69,366 -7%
SFM
206
Stack Financial Management
Montana
$37.3M +$51.7K +1,257 +0.1%
Creative Planning
207
Creative Planning
Kansas
$37.1M +$1.91M +46,494 +5%
BCM
208
Becker Capital Management
Oregon
$36.6M -$4.24M -103,134 -10%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$36.4M +$2.83M +68,787 +8%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.1M +$3.87M +94,023 +12%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$35.3M
IC
212
Inverness Counsel
New York
$34.3M +$903K +21,957 +3%
BHC
213
Bowen Hanes & Co
Florida
$33.6M -$8.23M -200,151 -19%
TAM
214
Tocqueville Asset Management
New York
$33.5M -$1.92M -46,785 -5%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$33.1M -$799K -19,428 -2%
CCM
216
Compass Capital Management
Minnesota
$32.6M +$1.53M +37,182 +5%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$31.9M -$565K -13,746 -2%
URS
218
Utah Retirement Systems
Utah
$31.8M -$197K -4,800 -0.6%
M&T Bank
219
M&T Bank
New York
$31.4M -$424K -10,296 -1%
WorldQuant Millennium Advisors
220
WorldQuant Millennium Advisors
New York
$31.4M -$4.69M -114,015 -13%
MHC
221
Meyer Handelman Company
New York
$30.2M -$549K -13,350 -2%
TPSF
222
Texas Permanent School Fund
Texas
$29.9M -$1.04M -25,401 -3%
UB
223
UMB Bank
Missouri
$29.8M -$653K -15,867 -2%
CAM
224
ClariVest Asset Management
California
$29.6M -$6.32M -153,615 -17%
FIM
225
Frontier Investment Management
Texas
$29.3M +$1.77M +42,993 +6%

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.