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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 %
SFWA
1251
Summit Financial Wealth Advisors
Louisiana
$1.15M -$80.2K -1,935 -7%
MPIA
1252
Mountain Pacific Investment Advisers
Idaho
$1.14M – – –
FHC
1253
First Heartland Consultants
Missouri
$1.14M +$45K +1,128 +4%
FIM
1254
Freedom Investment Management
Connecticut
$1.14M -$206K -5,154 -15%
SYBT
1255
Stock Yards Bank & Trust
Kentucky
$1.14M +$27.4K +687 +2%
TCM
1256
Telos Capital Management
California
$1.14M +$709K +17,739 +165%
EF
1257
Empirical Finance
Pennsylvania
$1.13M +$140K +3,513 +14%
FCFS
1258
First Command Financial Services
Texas
$1.13M -$12K -300 -1%
FCB
1259
First Command Bank
Texas
$1.13M -$12K -300 -1%
MWM
1260
Mission Wealth Management
California
$1.13M +$226K +5,658 +25%
ATPW
1261
Ashton Thomas Private Wealth
Arizona
$1.12M +$190K +4,752 +20%
GSBTD
1262
Glenview State Bank Trust Department
Illinois
$1.12M +$12.2K +306 +1%
FWP
1263
FAS Wealth Partners
Kansas
$1.11M -$10.7K -267 -1%
AW
1264
ACG Wealth
Georgia
$1.11M -$24.1K -603 -2%
BFIM
1265
Beese Fulmer Investment Management
Ohio
$1.1M – – –
MGIA
1266
Moneta Group Investment Advisors
Missouri
$1.1M +$262K +6,555 +31%
CCM
1267
Carlson Capital Management
Minnesota
$1.1M +$167K +3,831 +18%
SBWM
1268
Sunflower Bank Wealth Management
Arizona
$1.1M – – –
CPO
1269
Cerity Partners OCIO
New York
$1.1M +$74.2K +1,857 +7%
SWA
1270
Stratos Wealth Advisors
Ohio
$1.1M +$683K +17,106 +166%
LP
1271
LMR Partners
United Kingdom
$1.1M +$1.1M +27,423 New
OC
1272
Oakworth Capital
Alabama
$1.09M +$281K +7,047 +35%
GFPC
1273
Global Financial Private Client
Florida
$1.09M +$20.8K +522 +2%
WP
1274
WMS Partners
Maryland
$1.08M -$7.79K -195 -0.7%
NFC
1275
Northeast Financial Consultants
Connecticut
$1.08M +$128K +3,204 +13%
49 50
51
52 53