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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 %
GWM
1501
Gray Wealth Management
Maine
$645K +$21.8K +546 +3%
JGIA
1502
Jackson Grant Investment Advisers
Connecticut
$644K -$27.2K -681 -4%
CRWM
1503
Castle Rock Wealth Management
California
$644K +$644K +14,682 New
SS
1504
Sunbelt Securities
Texas
$642K -$14.4M -358,593 -96%
PFSC
1505
Peoples Financial Services Corp
Pennsylvania
$640K – – –
DA
1506
Detalus Advisors
Missouri
$638K -$7.19K -180 -1%
B
1507
Bailard
California
$638K +$75.8K +1,896 +13%
Walleye Trading
1508
Walleye Trading
New York
$637K +$637K +15,963 New
IRC
1509
Investors Research Corp
Georgia
$635K -$161K -4,032 -20%
BFPW
1510
BOK Financial Private Wealth
Colorado
$634K -$190K -4,758 -23%
KFP
1511
KMG Fiduciary Partners
Ohio
$630K +$27.7K +693 +5%
OC
1512
Oarsman Capital
Wisconsin
$630K +$245K +6,141 +64%
RMCM
1513
Reynders McVeigh Capital Management
Massachusetts
$629K +$198K +4,968 +46%
GFS
1514
GYL Financial Synergies
Connecticut
$628K -$2.99K -75 -0.5%
PFA
1515
Professional Financial Advisors
Nebraska
$627K +$15.6K +390 +3%
FNFDCM
1516
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$624K +$72.5K +1,815 +13%
FQ
1517
First Quadrant
California
$623K -$137K -3,438 -18%
MECA
1518
Miller Equity Capital Advisors
Texas
$622K +$599 +15 +0.1%
KA
1519
KLCM Advisors
Wisconsin
$622K +$11.7K +294 +2%
KLI
1520
Kelman-Lazarov Inc
Tennessee
$620K – – –
DHFB
1521
Dixon Hubard Feinour & Brown
Virginia
$620K +$2.5K +57 +0.4%
CPC
1522
Cookson Peirce & Co
Pennsylvania
$619K -$5.98K -150 -1%
SFG
1523
Sunburst Financial Group
Alabama
$619K – – –
TI
1524
Truehand Inc
New Hampshire
$618K – – –
IWS
1525
Insight Wealth Strategies
California
$617K +$116K +2,913 +23%
59 60
61
62 63