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 %
VRM
601
Vectors Research Management
New York
$5.18M -$20.7K -519 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
602
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.17M -$6.48M -162,270 -56%
HC
603
HNP Capital
New York
$5.17M +$4.33M +108,924 +518%
SGK
604
Steigerwald Gordon & Koch
Virginia
$5.13M +$4.19M +104,913 +444%
JCM
605
Jacobi Capital Management
Pennsylvania
$5.1M -$42.3K -1,059 -0.8%
OIM
606
Opus Investment Management
Massachusetts
$5.03M -$599K -15,000 -11%
TW
607
Transform Wealth
Colorado
$5.03M +$462K +11,571 +10%
JWM
608
JGP Wealth Management
Oregon
$5.01M -$82.2K -1,983 -2%
RBA
609
Richard Bernstein Advisors
New York
$5.01M -$2.51M -62,877 -33%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$5M +$42K +1,053 +0.8%
BDF
611
Balasa Dinverno & Foltz
$4.99M -$151K -3,777 -3%
MCA
612
Mercer Capital Advisers
New Jersey
$4.99M -$5.75K -144 -0.1%
AC
613
Allstate Corporation
Illinois
$4.97M -$521K -13,050 -9%
RP
614
Rice Partnership
Hawaii
$4.94M +$2.44M +61,203 +98%
NB
615
Northwest Bancshares
Pennsylvania
$4.93M +$608K +15,228 +14%
CTA
616
Colonial Trust Advisors
South Carolina
$4.92M +$303K +7,593 +7%
ACS
617
Archford Capital Strategies
Illinois
$4.91M -$7.31K -183 -0.1%
BHWM
618
Bar Harbor Wealth Management
New Hampshire
$4.91M -$236K -5,916 -5%
SWP
619
Stratos Wealth Partners
Ohio
$4.9M +$294K +7,362 +6%
VV
620
Verity & Verity
South Carolina
$4.88M -$3.19M -73,806 -40%
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$4.86M +$4.35M +108,987 +853%
BCM
622
Bayesian Capital Management
New York
$4.85M +$2.69M +67,500 +125%
CK
623
Cohen Klingenstein
New York
$4.83M – – –
NSEDCP
624
NJ State Employees Deferred Compensation Plan
New Jersey
$4.79M – – –
PWW
625
Pettyjohn Wood & White
Virginia
$4.79M -$131K -3,270 -3%
23 24
25
26 27