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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 %
CCMD
1651
Cypress Capital Management (Delaware)
Delaware
$480K – – –
PGCM
1652
Prescott Group Capital Management
Oklahoma
$479K – – –
IA
1653
Independence Advisors
Pennsylvania
$478K +$3.59K +90 +0.8%
WIA
1654
Westbourne Investment Advisors
Maryland
$476K -$5.98K -150 -1%
KOMWMG
1655
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$476K +$15.6K +390 +3%
OFG
1656
Oxford Financial Group
Indiana
$476K +$141K +3,531 +42%
BTW
1657
Boston Trust Walden
Massachusetts
$474K – – –
FRM
1658
Foundation Resource Management
Arkansas
$474K – – –
AIA
1659
Arbor Investment Advisors
North Carolina
$473K – – –
BWP
1660
Bernardo Wealth Planning
Pennsylvania
$471K +$1.79K +45 +0.4%
MF
1661
Magnetar Financial
Illinois
$469K +$469K +11,754 New
MCA
1662
Magnolia Capital Advisors
Mississippi
$467K -$46.1K -1,155 -9%
KMWM
1663
Keudell/Morrison Wealth Management
Oregon
$467K +$76.4K +1,914 +20%
APW
1664
Austin Private Wealth
Texas
$466K – – –
WA
1665
Wheatland Advisors
Pennsylvania
$465K -$5.99K -150 -1%
WA1
1666
Wimmer Associates 1
California
$465K +$53.2K +1,212 +13%
JIP
1667
Jaffetilchin Investment Partners
Florida
$465K +$165K +4,134 +55%
CCM
1668
Canal Capital Management
Virginia
$464K -$1.68K -42 -0.4%
MA
1669
MCF Advisors
Kentucky
$463K +$52.1K +1,305 +13%
VCM
1670
Vivaldi Capital Management
Illinois
$460K +$102K +2,313 +28%
MS
1671
Madden Securities
Texas
$460K +$460K +11,526 New
RHBC
1672
R.H. Bluestein & Co
Michigan
$458K -$18K -450 -4%
MIM
1673
Montgomery Investment Management
Maryland
$456K – – –
FVWA
1674
Foster Victor Wealth Advisors
South Carolina
$456K +$252K +6,327 +124%
NJBEST
1675
New Jersey Better Educational Savings Trust
New Jersey
$455K – – –
65 66
67
68 69