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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 %
OFS
1526
Oldfather Financial Services
Nebraska
$616K – – –
BBNA
1527
Bremer Bank National Association
Minnesota
$613K -$20.1K -504 -3%
TL
1528
TrueWealth LLC
Georgia
$613K +$16.2K +405 +3%
CMO
1529
Covenant Multifamily Offices
Texas
$612K +$612K +15,321 New
PK
1530
Pflug Koory
Nebraska
$611K +$103K +2,571 +20%
WFG
1531
Wills Financial Group
Virginia
$611K +$255K +6,393 +72%
GC
1532
Grace Capital
Massachusetts
$608K -$597K -14,961 -50%
RWA
1533
Redhawk Wealth Advisors
Minnesota
$607K +$37.1K +930 +7%
22CM
1534
20/20 Capital Management
California
$605K +$37.4K +864 +7%
PWM
1535
Peterson Wealth Management
Nevada
$604K +$317K +7,935 +110%
CT
1536
Chicago Trust
Illinois
$602K +$19.5K +489 +3%
EWM
1537
Evermay Wealth Management
Virginia
$602K +$602K +15,069 New
AWM
1538
Altium Wealth Management
New York
$601K -$84.3K -2,112 -12%
SMM
1539
Stadion Money Management
Georgia
$600K – – –
CNB
1540
Camden National Bank
Maine
$595K – – –
MFG
1541
MidWestOne Financial Group
Iowa
$594K -$615K -15,408 -51%
FMLI
1542
Fukoku Mutual Life Insurance
Japan
$594K -$71.9K -1,800 -11%
FC
1543
Ferris Capital
Massachusetts
$593K +$8.63K +216 +1%
CP
1544
Camelot Portfolios
Ohio
$593K +$350K +8,751 +144%
EFS
1545
Essex Financial Services
Connecticut
$592K -$62.9K -1,575 -10%
BFA
1546
Beaumont Financial Advisors
Massachusetts
$592K +$19.3K +483 +3%
DDC
1547
DF Dent & Co
Maryland
$592K +$59.5K +1,491 +11%
HFA
1548
Hoover Financial Advisors
Pennsylvania
$590K – – –
CL
1549
CIM LLC
New York
$589K +$26.7K +669 +5%
WP
1550
WealthShield Partners
North Carolina
$588K -$70.7K -1,770 -11%
60 61
62
63 64