WMT icon

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 %
RCM
1676
RB Capital Management
Nevada
$455K +$59.4K +1,488 +15%
EVC
1677
Eidelman Virant Capital
Missouri
$455K +$455K +11,400 New
AW
1678
Alpha Windward
Massachusetts
$454K -$39.9K -999 -8%
VC
1679
Vicus Capital
Pennsylvania
$454K +$136K +3,405 +43%
HPWM
1680
Highland Private Wealth Management
Washington
$453K +$129K +3,228 +40%
BWA
1681
Beam Wealth Advisors
Louisiana
$450K -$3.69K -93 -0.8%
LCM
1682
Laurion Capital Management
New York
$450K +$450K +11,262 New
CRC
1683
Curi RMB Capital
Illinois
$449K -$15.2K -381 -3%
CCM
1684
Chilton Capital Management
Texas
$449K – – –
ZB
1685
Zions Bancorporation
Utah
$449K +$28.6K +717 +7%
PWS
1686
Private Wealth Strategies
Ohio
$447K +$838 +21 +0.2%
FL
1687
Fort LP
Maryland
$446K -$380K -9,516 -46%
SFSG
1688
Sound Financial Strategies Group
Mississippi
$446K -$120 -3 -0%
PG
1689
Patten Group
Tennessee
$446K – – –
SFA
1690
Souders Financial Advisors
Ohio
$446K +$73.9K +1,851 +20%
EM
1691
Excalibur Management
Massachusetts
$445K -$240 -6 -0.1%
RHP
1692
Royal Harbor Partners
Texas
$445K +$1.8K +45 +0.4%
TWM
1693
Titus Wealth Management
California
$444K -$12.4K -312 -3%
SC
1694
Solstein Capital
California
$443K +$200K +5,025 +82%
LDFR
1695
Lehman & Derafelo Financial Resources
Pennsylvania
$441K +$50.7K +1,269 +13%
HI
1696
Hudock Inc
Pennsylvania
$440K +$12.3K +309 +3%
AL
1697
Aspiriant LLC
California
$439K +$1.93K +48 +0.4%
HCA
1698
Heck Capital Advisors
Wisconsin
$439K +$229K +5,745 +109%
MFG
1699
Merit Financial Group
Georgia
$437K +$49.7K +1,245 +13%
ERIM
1700
Eagle Ridge Investment Management
Connecticut
$436K -$1.2K -30 -0.3%
66 67
68
69 70