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 %
RW
1426
REDW Wealth
New Mexico
$754K +$2.16K +54 +0.3%
ANB
1427
Amarillo National Bank
Texas
$752K -$7.31K -183 -1%
VCM
1428
Violich Capital Management
California
$752K – – –
AFG
1429
Arkansas Financial Group
Arkansas
$752K +$23.9K +600 +3%
PCG
1430
Private Capital Group
Connecticut
$750K +$43.3K +1,083 +6%
EDRIA
1431
Edmonds Duncan Registered Investment Advisors
Kansas
$747K – – –
SRAM
1432
Spouting Rock Asset Management
Pennsylvania
$742K -$71.9K -1,800 -9%
AIM
1433
Anchor Investment Management
South Carolina
$740K +$2.04K +51 +0.3%
CA
1434
Claro Advisors
Massachusetts
$740K +$111K +2,790 +18%
AGA
1435
Arkos Global Advisors
Texas
$737K +$737K +18,456 New
LRPA
1436
L. Roy Papp & Associates
Arizona
$735K -$12K -300 -2%
QPWM
1437
Quadrant Private Wealth Management
Pennsylvania
$732K +$79.4K +1,989 +12%
HCM
1438
HMS Capital Management
Tennessee
$731K +$731K +18,300 New
TF
1439
TLWM Financial
Texas
$730K -$5.74K -144 -0.8%
KCPG
1440
Kavar Capital Partners Group
Kansas
$729K +$729K +18,270 New
SAM
1441
Secure Asset Management
Michigan
$725K +$1.32K +33 +0.2%
BAS
1442
Brown Advisory Securities
Maryland
$723K – – –
AF
1443
Allworth Financial
California
$723K +$276K +6,912 +62%
MPAM
1444
Murphy Pohlad Asset Management
Minnesota
$722K – – –
GIA
1445
Gladstone Institutional Advisory
Florida
$719K +$248K +6,225 +53%
HS
1446
Haafor (Singapore)
Singapore
$718K +$388K +9,714 +117%
YWP
1447
YorkBridge Wealth Partners
New York
$715K -$7.67K -192 -1%
ACWM
1448
Adams Chetwood Wealth Management
North Carolina
$714K – – –
LSAG
1449
Lake Street Advisors Group
New Hampshire
$714K +$31.5K +789 +5%
AWM
1450
Affinity Wealth Management
Delaware
$712K -$37K -858 -5%
56 57
58
59 60