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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 %
LM
901
Lincluden Management
Ontario, Canada
$2.5M -$46.7K -1,170 -2%
WPW
902
Waldron Private Wealth
Pennsylvania
$2.49M -$1.02M -25,539 -29%
CG
903
CFO4Life Group
Texas
$2.49M -$32.3K -810 -1%
PCP
904
Proficio Capital Partners
Massachusetts
$2.48M +$47.7K +1,194 +2%
WS
905
Wedbush Securities
California
$2.48M +$146K +4,311 +6%
LNC
906
Lincoln National Corp
Pennsylvania
$2.48M +$400K +10,029 +19%
JWCA
907
J.W. Cole Advisors
Florida
$2.48M +$2.48M +62,010 New
SVWAG
908
Sound View Wealth Advisors Group
Georgia
$2.47M -$1.92K -48 -0.1%
CFGS
909
Concourse Financial Group Securities
Alabama
$2.47M +$267K +6,681 +12%
BAM
910
Blueshift Asset Management
New Jersey
$2.47M +$988K +24,753 +67%
SFA
911
Stewardship Financial Advisors
Georgia
$2.47M +$85.9K +2,151 +4%
HAI
912
Hennessy Advisors Inc
California
$2.47M -$108K -2,700 -4%
UCMOK
913
United Capital Management of KS
Kansas
$2.46M +$93K +2,328 +4%
SIM
914
Sterling Investment Management
Arizona
$2.45M -$609K -15,261 -20%
SMC
915
Smith, Moore & Co
Missouri
$2.44M -$116K -2,916 -5%
SC
916
Savant Capital
Illinois
$2.44M +$108K +2,697 +5%
RA
917
RFG Advisory
Alabama
$2.43M -$14.4K -360 -0.6%
AWA
918
ARS Wealth Advisors
Florida
$2.43M -$839 -21 -0%
RP
919
Riverbridge Partners
Minnesota
$2.43M -$13.9K -348 -0.6%
WP
920
WealthPLAN Partners
Nebraska
$2.42M +$40.3K +918 +2%
GLA
921
Great Lakes Advisors
Illinois
$2.41M -$2.8M -70,170 -54%
SB
922
Strategic Blueprint
Georgia
$2.4M -$426K -10,665 -15%
CIC
923
Carnegie Investment Counsel
Ohio
$2.39M -$54.9K -1,374 -2%
CI
924
Conning Inc
Connecticut
$2.39M -$141K -3,537 -6%
FGP
925
Foyston, Gordon, & Payne
Ontario, Canada
$2.39M – – –
35 36
37
38 39