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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 %
SG Americas Securities
576
SG Americas Securities
New York
$5.63M -$4.15M -104,022 -42%
SCP
577
Silverleafe Capital Partners
Tennessee
$5.6M +$343K +8,598 +7%
SS
578
Simplicity Solutions
Minnesota
$5.59M +$870K +21,801 +18%
SWM
579
SVA Wealth Management
Wisconsin
$5.58M +$248K +6,213 +5%
CI
580
Cigna Investments
Connecticut
$5.56M +$780K +19,536 +16%
CTA
581
Carillon Tower Advisers
Florida
$5.56M -$347K -8,700 -6%
GIM
582
Goelzer Investment Management
Indiana
$5.53M -$677K -16,950 -11%
CCM
583
Covington Capital Management
California
$5.52M +$164K +4,119 +3%
IAA
584
Independent Advisor Alliance
North Carolina
$5.51M -$109K -2,721 -2%
PFS
585
Physicians Financial Services
North Carolina
$5.51M +$194K +4,863 +4%
GWM
586
Geneos Wealth Management
Colorado
$5.5M +$5.21K +132 +0.1%
HKIM
587
Hayek Kallen Investment Management
Alabama
$5.46M -$66.5K -1,665 -1%
CCMINC
588
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.43M -$23.2K -582 -0.4%
FI
589
FormulaFolio Investments
Michigan
$5.42M +$685K +17,148 +14%
SCM
590
Sitrin Capital Management
California
$5.4M -$2.33M -58,431 -30%
MPM
591
Meritage Portfolio Management
Kansas
$5.4M +$4.31K +108 +0.1%
RC
592
Roundview Capital
New Jersey
$5.4M +$49K +1,227 +0.9%
HL
593
HeadInvest LLC
Maine
$5.37M -$71.5K -1,791 -1%
CS
594
Comerica Securities
Michigan
$5.3M +$1.2M +30,009 +29%
SCA
595
Spearhead Capital Advisors
Florida
$5.3M +$213K +5,346 +4%
GAM
596
Griffin Asset Management
New York
$5.26M -$16.2K -405 -0.3%
MSWM
597
Mader & Shannon Wealth Management
Missouri
$5.23M +$157K +3,939 +3%
AAM
598
Advisors Asset Management
Colorado
$5.2M +$1.35M +33,786 +35%
TFA
599
Toth Financial Advisory
Virginia
$5.19M +$387K +9,699 +8%
V
600
Veritable
Delaware
$5.19M -$410K -10,266 -7%
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