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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
GCM
2226
Gladius Capital Management
Illinois
-$538K -14,202 Closed
FMT
2227
First Mercantile Trust
Tennessee
-$522K -13,770 Closed
AIS
2228
Accurate Investment Solutions
Pennsylvania
-$513K -13,533 Closed
SC
2229
SRB Corp
Massachusetts
-$509K -13,431 Closed
CANY
2230
Caxton Associates (New York)
New York
-$488K -12,873 Closed
TH
2231
Timber Hill
Connecticut
-$496K -12,522 Closed
OEP
2232
Ocean Endowment Partners
Illinois
-$414K -10,926 Closed
CG
2233
Cynosure Group
Utah
-$394K -10,410 Closed
IA
2234
IFG Advisors
Missouri
-$379K -10,002 Closed
CAIMH
2235
Central Asset Investments & Management Holdings
Hong Kong
-$374K -9,900 Closed
GH
2236
GAM Holding
Switzerland
-$354K -9,330 Closed
JJ
2237
JDC-JSC
New York
-$352K -9,300 Closed
LI
2238
Leap Investments
Illinois
-$352K -9,300 Closed
TCA
2239
Transcend Capital Advisors
New Jersey
-$327K -8,637 Closed
ACM
2240
Alethea Capital Management
Washington
-$298K -7,857 Closed
SFG
2241
Sather Financial Group
Texas
-$290K -7,683 Closed
HCM
2242
Horan Capital Management
Maryland
-$280K -7,386 Closed
HFM
2243
Harvest Fund Management
China
-$264K -6,984 Closed
RL
2244
Ruffer LLP
United Kingdom
-$264K -6,984 Closed
NWS
2245
Newport Wealth Strategies
California
-$291K -6,771 Closed
WAM
2246
Wakefield Asset Management
Colorado
-$243K -6,414 Closed
SSG
2247
Summit Securities Group
New York
-$239K -6,300 Closed
NPA
2248
Nichols & Pratt Advisers
Massachusetts
-$227K -6,000 Closed
SW
2249
SkyOak Wealth
Michigan
-$225K -5,928 Closed
AC
2250
Avestar Capital
New York
-$225K -5,910 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.