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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 %
OCM
726
One Capital Management
California
$3.6M +$61.3K +1,536 +2%
GIM
727
Grassi Investment Management
California
$3.6M – – –
SLI
728
Sumitomo Life Insurance
Japan
$3.59M -$309K -7,749 -8%
HPIA
729
Hamilton Point Investment Advisors
North Carolina
$3.57M +$73.3K +1,836 +2%
WKWM
730
Walter & Keenan Wealth Management
Indiana
$3.56M +$2.34M +58,599 +192%
HAG
731
HighPoint Advisor Group
Illinois
$3.55M +$127K +3,180 +4%
Wealth Enhancement Advisory Services
732
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$3.07M +69,330 +636%
BIM
733
Bridgecreek Investment Management
Oklahoma
$3.54M – – –
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.54M -$375K -9,381 -10%
CWS
735
Cypress Wealth Services
California
$3.54M -$16.7K -417 -0.5%
GP
736
Greenline Partners
New York
$3.51M -$172K -4,314 -5%
H
737
Hexavest
Quebec, Canada
$3.51M -$71.4M -1,788,129 -95%
CCT
738
Chemung Canal Trust
New York
$3.5M -$1.34M -33,621 -28%
PMAM
739
Picton Mahoney Asset Management
Ontario, Canada
$3.5M -$138K -3,456 -4%
VFA
740
Valeo Financial Advisors
Indiana
$3.49M -$167K -4,188 -5%
SA
741
Silversage Advisors
California
$3.48M +$1.26M +32,652 +57%
VWA
742
V Wealth Advisors
Kansas
$3.48M -$1.15M -28,824 -25%
VC
743
Veracity Capital
Georgia
$3.46M +$484K +12,129 +16%
CCM
744
Coldstream Capital Management
Washington
$3.46M -$696K -17,430 -17%
ECML
745
Eagle Capital Management (Louisiana)
Louisiana
$3.45M +$123K +3,081 +4%
SAM
746
SignalPoint Asset Management
Missouri
$3.44M +$52.1K +1,305 +2%
BOH
747
Bank of Hawaii
Hawaii
$3.44M +$158K +3,951 +5%
MCM
748
Murphy Capital Management
New Jersey
$3.44M +$371K +9,282 +12%
DT
749
Diversified Trust
Tennessee
$3.43M +$1.2K +30 +0%
CAL
750
Capital Analysts LLC
Pennsylvania
$3.41M -$67.1K -1,680 -2%
28 29
30
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