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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 %
MSFP
1076
Mark Sheptoff Financial Planning
Connecticut
$1.66M +$1.47M +36,900 +800%
MC
1077
Martin & Co
Tennessee
$1.66M -$28.7K -720 -2%
ACM
1078
Allred Capital Management
Texas
$1.65M +$84.8K +2,124 +5%
Loomis, Sayles & Company
1079
Loomis, Sayles & Company
Massachusetts
$1.65M +$432K +10,812 +35%
IIA
1080
ICW Investment Advisors
Arizona
$1.64M -$2.88K -72 -0.2%
SWP
1081
Strategic Wealth Partners
Ohio
$1.64M +$196K +4,899 +14%
LTI
1082
Laffer Tengler Investments
Tennessee
$1.64M +$215K +5,385 +15%
GI
1083
Glovista Investments
New Jersey
$1.63M +$1.4M +35,025 +594%
MFWM
1084
Motley Fool Wealth Management
Virginia
$1.63M -$60.5K -1,515 -4%
CIA
1085
Choate Investment Advisors
Massachusetts
$1.62M -$8.99K -225 -0.6%
SIS
1086
Sound Income Strategies
Florida
$1.62M -$1.39M -34,926 -46%
LWAC
1087
Laurel Wealth Advisors (California)
California
$1.62M +$105K +2,640 +7%
BW
1088
Bison Wealth
Georgia
$1.61M -$79.8K -1,998 -5%
BCM
1089
Boltwood Capital Management
California
$1.61M -$57.5K -1,440 -3%
GGI
1090
Godsey & Gibb Inc
Virginia
$1.61M +$50.9K +1,275 +3%
NAS
1091
Nicolet Advisory Services
Wisconsin
$1.6M +$179K +4,479 +13%
EDRH
1092
Edmond de Rothschild Holding
Switzerland
$1.59M +$242K +6,048 +18%
QWM
1093
QP Wealth Management
New Jersey
$1.59M +$2.4K +60 +0.2%
TFS
1094
TrustCore Financial Services
Tennessee
$1.59M -$69.3K -1,737 -4%
CWP
1095
CFM Wealth Partners
Texas
$1.59M – – –
TMAM
1096
Tokio Marine Asset Management
Japan
$1.59M +$800K +20,034 +101%
WAM
1097
Weatherly Asset Management
California
$1.59M +$4.91K +123 +0.3%
GCA
1098
Genesee Capital Advisors
New York
$1.59M +$63.6K +1,593 +4%
CCG
1099
Ceeto Capital Group
Florida
$1.58M +$136K +3,411 +9%
BO
1100
Bank OZK
Arkansas
$1.58M -$95.8K -2,400 -6%
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