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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 %
VNA
1451
Valley National Advisers
Pennsylvania
$712K -$16.6K -417 -2%
BFG
1452
Barber Financial Group
Kansas
$711K -$14.5K -363 -2%
CWAG
1453
Compton Wealth Advisory Group
Virginia
$708K -$147K -3,690 -17%
SKK
1454
Shepherd Kaplan Krochuk
Massachusetts
$707K +$36.2K +906 +5%
BOS
1455
Bingham Osborn & Scarborough
California
$703K -$13.2K -330 -2%
B
1456
Bridgeworth
Alabama
$702K -$12.3K -309 -2%
NCM
1457
Narwhal Capital Management
Georgia
$699K -$234K -5,868 -25%
SSW
1458
Smith Shellnut Wilson
Mississippi
$698K – – –
OFS
1459
Orrstown Financial Services
Pennsylvania
$697K +$35.9K +900 +5%
PIA
1460
Pinion Investment Advisors
Kansas
$694K +$35.5K +888 +5%
RFA
1461
Reilly Financial Advisors
California
$693K +$4.32K +108 +0.6%
SCM
1462
Sterneck Capital Management
Missouri
$692K – – –
ACP
1463
Aviance Capital Partners
Florida
$691K +$4.79K +120 +0.7%
LBC
1464
Lawrence B. Cohen
$689K – – –
CAM
1465
Columbia Asset Management
Michigan
$689K – – –
CHP
1466
Cable Hill Partners
Oregon
$684K -$61.2K -1,533 -8%
TSWM
1467
Triangle Securities Wealth Management
North Carolina
$683K -$61.3K -1,536 -8%
CC
1468
Cadinha & Co
Hawaii
$682K +$124K +3,096 +22%
JIC
1469
Joel Isaacson & Co
New York
$679K +$18.4K +462 +3%
ACG
1470
Allen Capital Group
Nebraska
$677K +$1.56K +39 +0.2%
MWM
1471
MorganRosel Wealth Management
Colorado
$676K -$69.1K -1,731 -9%
WWM
1472
Windsor Wealth Management
Indiana
$676K -$10.1K -252 -1%
ECM
1473
Elgethun Capital Management
South Dakota
$676K +$1.08K +27 +0.2%
FDCC
1474
Foster Dykema Cabot & Co
Massachusetts
$672K +$4.43K +111 +0.7%
PWM
1475
Perigon Wealth Management
California
$671K +$69.5K +1,743 +12%
57 58
59
60 61