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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
RPSA
2251
Richard P. Slaughter Associates
Texas
-$213K -5,637 Closed
RIG
2252
Roosevelt Investment Group
New York
-$202K -5,343 Closed
VI
2253
Versor Investments
New York
-$200K -5,268 Closed
ACA
2254
Affinity Capital Advisors
California
-$207K -4,710 Closed
FGAM
2255
Financial Gravity Asset Management
Texas
-$24.8K -3,618 Closed
CAN
2256
Claraphi Advisory Network
United States
-$129K -3,399 Closed
KFI
2257
Key Financial Inc
Pennsylvania
-$70K -1,818 Closed
PCM
2258
Pinz Capital Management
New York
-$68K -1,800 Closed
PCMK
2259
Paragon Capital Management (Kansas)
Kansas
-$65K -1,728 Closed
MWM
2260
MBE Wealth Management
Wisconsin
-$64K -1,710 Closed
QAM
2261
QCI Asset Management
New York
-$52K -1,362 Closed
GSC
2262
G&S Capital
Colorado
-$46K -1,233 Closed
CIM
2263
Contravisory Investment Management
Massachusetts
-$42K -1,104 Closed
WA
2264
WestEnd Advisors
North Carolina
-$41.6K -1,098 Closed
BII
2265
Bainco International Investors
Massachusetts
-$35K -924 Closed
MCM
2266
McMillion Capital Management
North Carolina
-$34K -900 Closed
ED
2267
Exane Derivatives
France
-$28.7K -759 Closed
LD
2268
Lipe & Dalton
New York
-$25K -660 Closed
LSA
2269
Lion Street Advisors
Texas
-$23K -603 Closed
CCM
2270
Cox Capital Management
Massachusetts
-$24K -600 Closed
AC
2271
AlphaCore Capital
California
-$21K -561 Closed
FA
2272
Fortis Advisors
Pennsylvania
-$20K -525 Closed
VCS
2273
Vaughan & Co Securities
New Jersey
-$14.2K -375 Closed
SL
2274
Salomon & Ludwin
Virginia
-$11K -300 Closed
TJHA
2275
Thomas J. Herzfeld Advisors
Florida
-$11K -297 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.