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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 %
CPC
1626
Consolidated Planning Corp
Georgia
$501K +$12.9K +324 +3%
ZIC
1627
ZWJ Investment Counsel
Georgia
$500K -$851K -21,309 -63%
MCWS
1628
McKinley Carter Wealth Services
West Virginia
$500K +$34.8K +870 +7%
AIP
1629
Almanack Investment Partners
Pennsylvania
$498K +$48.1K +1,206 +11%
PCMC
1630
Paragon Capital Management (Colorado)
Colorado
$497K +$5.99K +150 +1%
FPS
1631
Fieldpoint Private Securities
Connecticut
$497K +$497K +12,438 New
BCM
1632
BTR Capital Management
California
$496K +$24K +600 +5%
XWM
1633
Xcel Wealth Management
Florida
$496K +$29.4K +738 +6%
PI
1634
PFS Investments
Georgia
$496K +$196K +4,914 +65%
RPWA
1635
Regent Peak Wealth Advisors
Georgia
$494K +$78.8K +1,974 +19%
LCS
1636
Levin Capital Strategies
New York
$493K -$59.8K -1,500 -11%
VA
1637
Valmark Advisers
Ohio
$493K -$24.1K -603 -5%
CFMC
1638
Curbstone Financial Management Corp
New Hampshire
$493K -$18K -450 -4%
SWMG
1639
Strategic Wealth Management Group
Maryland
$492K +$29.2K +732 +6%
AIA
1640
Avalon Investment & Advisory
Texas
$491K -$167K -4,179 -25%
EGM
1641
Engineers Gate Manager
New York
$491K -$8.86K -222 -2%
RHJA
1642
Rice Hall James & Associates
California
$487K – – –
PLFAM
1643
Pineno Levin & Ford Asset Management
Virginia
$487K +$6.23K +156 +1%
DC
1644
DeDora Capital
California
$486K +$599 +15 +0.1%
WB
1645
West Bancorporation
Iowa
$485K +$4.07K +102 +0.8%
CFG
1646
Cooper Financial Group
California
$485K +$45.9K +1,149 +10%
TC
1647
Truvestments Capital
Florida
$484K +$9.56K +240 +2%
TCM
1648
Tradewinds Capital Management
Washington
$483K -$20.9K -522 -4%
HIIFS
1649
Harel Insurance Investments & Financial Services
Israel
$483K +$56.2K +1,407 +13%
CAW
1650
Cornerstone Advisors (Washington)
Washington
$483K +$87.8K +2,196 +22%
64 65
66
67 68