WMT icon

Walmart
WMT

Overview Fund Activity

2,172 hedge funds and large institutions have $102B invested in Walmart in 2020 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 991 increasing their positions, 783 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,172
Holders Change
+56
Holders Change %
+2.65%
% of All Funds
44.65%
Holding in Top 10
97
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-20.49%
% of All Funds
1.99%
New
172
Increased
991
Reduced
783
Closed
96
Calls
$1.55B
Puts
$1.61B
Net Calls
-$54.2M
Net Calls Change
-$139M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$839M
2
GQG Partners
GQG Partners
Florida
+$417M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
4
EVM
Eaton Vance Management
Massachusetts
+$159M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$430M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$358M
4
Victory Capital Management
Victory Capital Management
Texas
-$291M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
526
Dorchester Wealth Management
Quebec, Canada
$6.44M -$496K -12,420 -7%
ABC
527
Associated Banc-Corp
Wisconsin
$6.44M +$164K +4,119 +3%
AAM
528
Auxier Asset Management
Oregon
$6.43M +$51.5K +1,290 +0.8%
CBN
529
Cadence Bank NA
Texas
$6.39M +$80.9K +2,025 +1%
Lido Advisors
530
Lido Advisors
California
$6.39M +$3.44M +86,121 +117%
LG
531
Leuthold Group
Minnesota
$6.39M +$5.77M +144,438 +932%
MCM
532
MAI Capital Management
Ohio
$6.39M +$1.19M +29,835 +23%
CB
533
Cadence Bank
Mississippi
$6.36M -$66.2K -1,659 -1%
DAC
534
Dividend Assets Capital
South Carolina
$6.36M -$685K -17,157 -10%
BRCM
535
Bright Rock Capital Management
Massachusetts
$6.35M -$719K -18,000 -10%
AI
536
Atria Investments
North Carolina
$6.3M +$6.3M +157,719 New
VWA
537
Visionary Wealth Advisors
Illinois
$6.28M +$21.1K +528 +0.3%
PTC
538
Petrus Trust Company
Texas
$6.25M -$887K -22,221 -12%
WPC
539
Waters Parkerson & Co
Louisiana
$6.24M -$18K -450 -0.3%
GF
540
Gabelli Funds
New York
$6.23M – – –
MIM
541
Marco Investment Management
Georgia
$6.2M -$237K -5,925 -4%
MM
542
Meridian Management
Arkansas
$6.19M -$30.7K -768 -0.5%
SCA
543
Stonebridge Capital Advisors
Minnesota
$6.14M -$54.5K -1,365 -0.9%
FA
544
Financial Advantage
Maryland
$6.13M +$40.8K +1,023 +0.7%
FIB
545
First Interstate Bank
Montana
$6.09M -$81.7K -2,046 -1%
AAA
546
Adams Asset Advisors
Texas
$6.08M -$426K -10,671 -7%
FFWA
547
FRG Family Wealth Advisors
Washington
$6.08M +$87.4K +2,190 +1%
PC
548
PointState Capital
New York
$6.06M +$6.06M +151,770 New
CIC
549
Crawford Investment Counsel
Georgia
$6.03M -$342K -8,571 -5%
CCG
550
Cypress Capital Group
Florida
$6.01M +$663K +16,605 +12%
20 21
22
23 24