WMT icon

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 %
HWMG
1351
Hurlow Wealth Management Group
Indiana
$897K -$1.04K -24 -0.1%
KFS
1352
Kurt F. Somerville
$885K -$598 -15 -0.1%
ARMT
1353
Amica Retiree Medical Trust
Rhode Island
$885K – – –
TW
1354
TrinityPoint Wealth
Connecticut
$883K -$62.9K -1,575 -7%
CAM
1355
Cozad Asset Management
Illinois
$881K – – –
DI
1356
Disciplined Investments
Oklahoma
$880K -$14K -351 -2%
Fiera Capital (Canada)
1357
Fiera Capital (Canada)
Quebec, Canada
$870K -$208K -5,208 -19%
SSWM
1358
Sheets Smith Wealth Management
North Carolina
$869K +$16.3K +408 +2%
IPW
1359
Inlet Private Wealth
Florida
$868K +$5.99K +150 +0.7%
FTI
1360
Fiduciary Trust International
Massachusetts
$867K -$88.3K -2,211 -9%
EWA
1361
Exencial Wealth Advisors
Oklahoma
$861K +$8.02K +201 +0.9%
BEAM
1362
Baker Ellis Asset Management
Washington
$861K +$210K +5,250 +32%
GAM
1363
Grandview Asset Management
Pennsylvania
$861K +$861K +21,555 New
WPP
1364
Whalerock Point Partners
Rhode Island
$860K -$479K -12,000 -36%
CCM
1365
Cribstone Capital Management
Maine
$858K +$66.3K +1,659 +8%
TCM
1366
Tributary Capital Management
Nebraska
$856K -$29.9K -750 -3%
EGA
1367
Eagle Global Advisors
Texas
$856K – – –
WWM
1368
WT Wealth Management
Arizona
$854K +$50K +1,254 +6%
MCM
1369
MV Capital Management
Maryland
$854K +$165K +4,143 +24%
QCMC
1370
Quantum Capital Management (California)
California
$851K -$224K -5,616 -21%
PWPS
1371
Pinnacle Wealth Planning Services
Ohio
$850K -$36.5K -915 -4%
VVP
1372
Venture Visionary Partners
Ohio
$850K +$20K +501 +2%
BP
1373
BBR Partners
New York
$850K +$58.1K +1,455 +7%
CBA
1374
Coastal Bridge Advisors
Connecticut
$849K +$13.1K +327 +2%
LC
1375
Lincoln Capital
Nebraska
$849K +$65K +1,629 +8%
53 54
55
56 57