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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 %
JWM
1476
Jackson Wealth Management
Florida
$668K -$29.6K -741 -4%
CPIG
1477
Chicago Partners Investment Group
Illinois
$668K +$141K +3,228 +27%
KPW
1478
Kore Private Wealth
New York
$666K +$21.4K +537 +3%
BDWM
1479
Brewin Dolphin Wealth Management
Ireland
$665K – – –
BCA
1480
Bay Colony Advisors
Massachusetts
$664K -$27.3K -684 -4%
CHA
1481
Carmichael Hill & Associates
Maryland
$664K -$17.7K -444 -3%
EH
1482
Employers Holdings
Nevada
$664K – – –
FFN
1483
Focus Financial Network
Minnesota
$662K +$7.07K +177 +1%
DIM
1484
DC Investments Management
Virginia
$660K +$5.03K +126 +0.8%
FSCP
1485
Franklin Street Capital Partners
New York
$659K -$780K -19,530 -54%
HB
1486
Horizon Bancorp
Indiana
$659K -$113K -2,826 -15%
SBSB
1487
Sullivan, Bruyette, Speros & Blaney
Virginia
$659K -$77.7K -1,944 -11%
LB
1488
Legacy Bridge
Iowa
$659K +$6.71K +168 +1%
W
1489
WealthStone
Ohio
$657K +$657K +16,467 New
MGIM
1490
M&G Investment Management
United Kingdom
$657K -$297K -7,419 -31%
TF
1491
Trek Financial
Arizona
$656K +$656K +16,431 New
TAM
1492
Townsend Asset Management
North Carolina
$655K -$5.99K -150 -0.9%
AIP
1493
Ahrens Investment Partners
Louisiana
$655K +$142K +3,543 +28%
CFO
1494
CVA Family Office
Colorado
$649K +$20.5K +513 +3%
FAG
1495
Financial Advisory Group
Texas
$648K +$240 +6 +0%
AWM
1496
Argent Wealth Management
Massachusetts
$647K – – –
EMG
1497
ETF Managers Group
New Jersey
$647K +$156K +3,921 +32%
MLL
1498
Moody Lynn & Lieberson
Massachusetts
$646K +$30K +750 +5%
EBSAM
1499
Eubel Brady & Suttman Asset Management
Ohio
$645K -$40.5K -1,014 -6%
SWM
1500
Sugarloaf Wealth Management
Georgia
$645K +$5.63K +141 +0.9%
58 59
60
61 62