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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 %
LCAM
1601
London & Capital Asset Management
United Kingdom
$533K +$293K +7,350 +123%
GWCM
1602
Godshalk Welsh Capital Management
Pennsylvania
$532K – – –
JSC
1603
Jackson Square Capital
California
$531K -$17.7K -444 -3%
JWA
1604
JFS Wealth Advisors
Pennsylvania
$527K – – –
RWP
1605
RWA Wealth Partners
Massachusetts
$527K +$5.75K +144 +1%
IFWM
1606
Institute for Wealth Management
Colorado
$527K +$7.07K +177 +1%
I
1607
INVST
Indiana
$527K +$300K +7,521 +132%
GSWM
1608
Golden State Wealth Management
California
$526K +$216K +5,403 +70%
FEM
1609
Fulcrum Equity Management
Texas
$525K +$4.43K +111 +0.9%
NAM
1610
NTV Asset Management
West Virginia
$524K +$9.59K +240 +2%
IWP
1611
Icon Wealth Partners
Texas
$523K -$9.11K -228 -2%
CA
1612
Cornerstone Advisory
Maryland
$523K +$108K +2,700 +26%
CCA
1613
Cobblestone Capital Advisors
New York
$519K -$1.15M -28,785 -69%
BI
1614
Ballast Inc
Kentucky
$519K +$56.1K +1,407 +12%
FBT
1615
First Bank & Trust
South Dakota
$517K -$17K -426 -3%
COF
1616
Capital One Financial
Virginia
$515K -$11.4K -285 -2%
AG
1617
AlphaSimPlex Group
Massachusetts
$514K +$514K +12,864 New
SBF
1618
Sara-Bay Financial
Florida
$513K +$513K +12,900 New
PMFA
1619
Plante Moran Financial Advisors
Michigan
$512K -$60.6K -1,518 -11%
HCMNY
1620
Howard Capital Management (New York)
New York
$512K +$30.7K +768 +6%
PV
1621
Private Vista
Illinois
$511K -$120K -3,021 -19%
PR
1622
Payden & Rygel
California
$505K – – –
AWS
1623
AJ Wealth Strategies
New York
$504K +$504K +12,618 New
CPA
1624
Capital Planning Advisors
California
$502K +$5.51K +138 +1%
BOPW
1625
Brandywine Oak Private Wealth
Pennsylvania
$501K -$57K -1,428 -10%
63 64
65
66 67