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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 %
BWA
951
BDO Wealth Advisors
Florida
$2.2M -$112K -2,793 -5%
IWM
952
IHT Wealth Management
Illinois
$2.19M +$121K +3,030 +6%
MSAM
953
Moloney Securities Asset Management
Missouri
$2.19M -$163K -4,083 -7%
CC
954
Centiva Capital
New York
$2.19M +$2.19M +54,714 New
SIG
955
Sargent Investment Group
Maryland
$2.18M +$7.66K +192 +0.4%
CCA
956
Checchi Capital Advisers
California
$2.18M -$36.8K -921 -2%
TA
957
TCG Advisors
Texas
$2.17M +$302K +7,560 +16%
DP
958
Dearborn Partners
Illinois
$2.17M -$55.9K -1,401 -3%
DFA
959
Delta Financial Advisors
Louisiana
$2.17M +$46.2K +1,158 +2%
IIC
960
Ironwood Investment Counsel
Arizona
$2.16M -$33.2K -831 -2%
WAM
961
Wealthspire Advisors (Maryland)
Maryland
$2.16M +$18.2K +456 +0.8%
TC
962
Telemus Capital
Michigan
$2.16M -$5.1K -117 -0.2%
CL
963
CPWM LLC
Washington
$2.16M -$53.9K -1,350 -2%
MMHP
964
Murphy Middleton Hinkle & Parker
Georgia
$2.16M +$21.2K +531 +1%
BFM
965
Boothbay Fund Management
New York
$2.16M +$1.8M +45,132 +509%
LNB
966
Ledyard National Bank
$2.15M -$27.3K -684 -1%
RGC
967
Roberts, Glore & Co
Illinois
$2.15M -$211K -5,280 -9%
RCAG
968
Rehmann Capital Advisory Group
Michigan
$2.14M +$211K +5,289 +11%
TVWM
969
Tower View Wealth Management
Wisconsin
$2.14M +$504K +12,633 +31%
WCM
970
Wunderlich Capital Managemnt
Tennessee
$2.13M -$48.5K -1,215 -2%
ADL
971
Asset Dedication LLC
California
$2.13M +$137K +3,438 +7%
SCCM
972
Schafer Cullen Capital Management
New York
$2.12M +$183K +4,575 +9%
SLG
973
Stanley-Laman Group
Pennsylvania
$2.12M -$513K -12,843 -19%
DBIA
974
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$50.4K -1,263 -2%
IIA
975
IPG Investment Advisors
California
$2.1M +$1.69M +42,345 +417%
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