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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 %
CL
1401
Choreo LLC
Illinois
$810K -$39.4K -987 -5%
LOPW
1402
Live Oak Private Wealth
North Carolina
$810K +$83.8K +2,100 +12%
BMA
1403
Brooks Moore & Associates
Tennessee
$809K – – –
CST
1404
Charles Schwab Trust
Nevada
$806K +$512K +12,807 +174%
MFW
1405
Mosaic Family Wealth
Missouri
$805K +$839 +21 +0.1%
SMFS
1406
Squar Milner Financial Services
California
$805K +$61.4K +1,536 +8%
BFC
1407
Bedel Financial Consulting
Indiana
$801K -$5.75K -144 -0.7%
AL
1408
Arnhold LLC
New York
$801K – – –
WA
1409
Waverly Advisors
Alabama
$800K +$19.4K +441 +2%
KFGK
1410
Keystone Financial Group (Kentucky)
Kentucky
$799K +$95.8K +2,400 +14%
DE
1411
Day & Ennis
Georgia
$796K -$24.4K -612 -3%
PA
1412
Procyon Advisors
Connecticut
$793K +$31K +777 +4%
PTB
1413
Pioneer Trust Bank
Oregon
$788K – – –
PA
1414
PFG Advisors
Arizona
$786K +$111K +2,556 +16%
HPC
1415
Hobart Private Capital
North Carolina
$784K -$19K -477 -2%
BMC
1416
Beaton Management Company
Massachusetts
$782K – – –
TCM
1417
Teza Capital Management
Illinois
$782K +$782K +19,584 New
FS
1418
Ferguson Shapiro
Georgia
$778K +$778K +18,753 New
LPIC
1419
LeJeune Puetz Investment Counsel
Michigan
$777K -$5.99K -150 -0.8%
BFO
1420
Boston Family Office
Massachusetts
$776K – – –
Rafferty Asset Management
1421
Rafferty Asset Management
New York
$776K +$276K +6,906 +55%
TCM
1422
TD Capital Management
Tennessee
$765K +$270K +6,753 +54%
ONST
1423
Old North State Trust
North Carolina
$762K – – –
LA
1424
LexAurum Advisors
Kansas
$760K -$2.16K -54 -0.3%
FANJ
1425
Financial Architects (New Jersey)
New Jersey
$755K +$95.1K +2,382 +14%
55 56
57
58 59