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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 %
BCCM
1576
Bridge Creek Capital Management
Massachusetts
$561K +$30K +750 +6%
LSPW
1577
Lake Street Private Wealth
Illinois
$560K +$164K +4,122 +42%
PWAC
1578
Private Wealth Advisors (California)
California
$558K -$3.11K -78 -0.6%
VFM
1579
Vivid Financial Management
California
$557K +$12.5K +312 +2%
GC
1580
GFG Capital
Florida
$557K +$557K +13,953 New
LWA
1581
Lenox Wealth Advisors
New York
$553K -$8.39K -210 -1%
ESB
1582
Essex Savings Bank
Connecticut
$553K +$37.1K +930 +7%
WEPOG
1583
Wealth Enhancement & Preservation of GA
Georgia
$552K -$300K -7,992 -35%
RIA
1584
Realta Investment Advisors
Delaware
$551K -$959 -24 -0.2%
PPSG
1585
Princeton Portfolio Strategies Group
New Jersey
$551K – – –
CFA
1586
Camarda Financial Advisors
Florida
$551K +$551K +13,812 New
BFO
1587
Biltmore Family Office
North Carolina
$550K -$29.1K -729 -5%
OFW
1588
Omnia Family Wealth
Florida
$549K +$6.35K +159 +1%
CF
1589
Copperwynd Financial
Arizona
$549K -$60.2K -1,506 -10%
GRQ
1590
Gardner Russo & Quinn
Pennsylvania
$549K -$18K -450 -3%
DA
1591
Doliver Advisors
Texas
$549K +$549K +13,743 New
BI
1592
Bramshill Investments
Florida
$546K -$4.31K -108 -0.8%
OAM
1593
Oak Asset Management
California
$545K +$33K +825 +6%
CC
1594
Callan Capital
California
$544K – – –
CAG
1595
Crestwood Advisors Group
Massachusetts
$544K +$39.5K +990 +8%
HKAM
1596
Horizon Kinetics Asset Management
New York
$540K +$87.2K +2,187 +19%
VCA
1597
Verdence Capital Advisors
Maryland
$539K -$3.95K -99 -0.7%
EIM
1598
Essex Investment Management
Massachusetts
$539K – – –
TPWA
1599
TRUE Private Wealth Advisors
Oregon
$538K +$90.7K +2,274 +20%
GBT
1600
Grove Bank & Trust
Florida
$537K +$18K +450 +3%
62 63
64
65 66