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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 %
WPC
1201
White Pine Capital
Minnesota
$1.28M +$9.82K +246 +0.8%
BS
1202
Boenning & Scattergood
Pennsylvania
$1.28M +$35.8K +897 +3%
FP
1203
Fiduciary Planning
Florida
$1.27M +$38K +882 +3%
AFA
1204
Abacus FCF Advisors
Florida
$1.27M -$277K -6,966 -18%
PAM
1205
Pegasus Asset Management
New York
$1.26M – – –
IHL
1206
Investment House LLC
California
$1.26M +$82.6K +2,070 +7%
AWA
1207
Arete Wealth Advisors
Illinois
$1.26M +$390K +9,774 +45%
Kayne Anderson Rudnick Investment Management
1208
Kayne Anderson Rudnick Investment Management
California
$1.26M – – –
HIA
1209
Harbor Investment Advisory
Maryland
$1.26M -$56.3K -1,410 -4%
BCM
1210
Breiter Capital Management
Florida
$1.26M -$57.5K -1,440 -4%
MG
1211
Mather Group
Illinois
$1.26M +$750K +18,786 +148%
LOIM
1212
Liberty One Investment Management
Illinois
$1.26M +$8.62K +216 +0.7%
HCM
1213
Highlander Capital Management
New Jersey
$1.25M +$35.9K +900 +3%
CCG
1214
Chatham Capital Group
Georgia
$1.25M +$5.99K +150 +0.5%
SFS
1215
Summit Financial Strategies
Ohio
$1.24M – – –
NNP
1216
Nachman Norwood & Parrott
South Carolina
$1.24M -$72.8K -1,821 -6%
DBRC
1217
D.B. Root & Company
Pennsylvania
$1.24M -$7.18K -180 -0.6%
BEI
1218
Benjamin Edwards Inc
Missouri
$1.23M +$584K +14,643 +90%
CAG
1219
Csenge Advisory Group
Florida
$1.23M +$36.9K +924 +3%
SCM
1220
SOL Capital Management
Maryland
$1.23M -$95.8K -2,400 -7%
DSA
1221
Droms Strauss Advisors
Missouri
$1.23M – – –
FFG
1222
Fortem Financial Group
California
$1.22M +$121K +3,042 +11%
WANY
1223
Wealthspire Advisors (New York)
New York
$1.22M -$1.92M -48,165 -61%
SWK
1224
Stephen W. Kidder
$1.22M -$12K -300 -1%
LW
1225
Linscomb Wealth
Texas
$1.22M +$69K +1,728 +6%
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