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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 %
MIM
1001
Miller Investment Management
Pennsylvania
$1.94M +$175K +4,380 +10%
WBC
1002
West Branch Capital
Massachusetts
$1.93M +$550K +13,788 +40%
TFS
1003
Thoroughbred Financial Services
Tennessee
$1.92M -$1.53M -38,259 -44%
CFG
1004
Capstone Financial Group
Oklahoma
$1.92M +$149K +3,516 +8%
GFPC
1005
Global Financial Private Capital
Florida
$1.91M -$147K -3,690 -7%
IGGA
1006
Iron Gate Global Advisors
Utah
$1.91M +$758K +18,996 +66%
SOAMC
1007
Spirit of America Management Corp
New York
$1.91M +$210K +5,250 +12%
EP
1008
Eudaimonia Partners
Tennessee
$1.9M +$3.11K +78 +0.2%
RWA
1009
Ropes Wealth Advisors
Massachusetts
$1.9M -$109K -2,733 -5%
GW
1010
GW & Wade
Massachusetts
$1.9M +$2.87K +72 +0.2%
WEC
1011
Winslow Evans & Crocker
Massachusetts
$1.89M -$30.1K -753 -2%
NG
1012
Northstar Group
New York
$1.88M -$73.2K -1,833 -4%
VAS
1013
Vestmark Advisory Solutions
Massachusetts
$1.88M +$4.67K +117 +0.2%
SCM
1014
Smith Capital Management
Arkansas
$1.87M -$20.4K -510 -1%
PNC
1015
Park National Corp
Ohio
$1.85M -$102K -2,559 -5%
LFA
1016
Lighthouse Financial Advisors
Maryland
$1.85M +$1.85M +46,320 New
IC
1017
IEQ Capital
California
$1.85M -$883K -22,128 -32%
PCM
1018
Penserra Capital Management
California
$1.85M +$641K +16,080 +53%
CFA
1019
Carroll Financial Associates
North Carolina
$1.84M -$61.9K -1,551 -3%
PHK
1020
Point72 Hong Kong
Hong Kong
$1.84M +$1.84M +46,029 New
HTHT
1021
Hemenway Trust Hemenway Trust
New Hampshire
$1.84M +$490K +12,270 +36%
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$36.3K +909 +2%
SIAP
1023
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.83M +$1.08K +27 +0.1%
DWA
1024
Douglass Winthrop Advisors
New York
$1.82M +$307K +7,686 +20%
PWA
1025
Providence Wealth Advisors
Illinois
$1.82M -$6.35K -159 -0.3%
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