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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 %
MSA
1701
Marino Stram & Associates
Massachusetts
$436K +$151K +3,780 +53%
GG
1702
Gleason Group
Kentucky
$435K -$20.3K -507 -4%
CCA
1703
Catalyst Capital Advisors
New York
$435K – – –
HAS
1704
HBW Advisory Services
California
$434K +$434K +10,866 New
IAMOG
1705
Investors Asset Management of Georgia
Georgia
$433K +$27K +675 +7%
WTB
1706
Washington Trust Bank
Washington
$432K +$129K +3,231 +43%
SJL
1707
Shayne & Jacobs LLC
Tennessee
$429K – – –
PFG
1708
PAX Financial Group
Texas
$429K +$51.6K +1,293 +14%
OPCM
1709
Osborne Partners Capital Management
California
$427K -$167K -4,173 -28%
FCFC
1710
First Citizens Financial Corp
Iowa
$427K +$427K +10,686 New
SAM
1711
S.A. Mason
Michigan
$426K +$240 +6 +0.1%
UF
1712
Univest Financial
Pennsylvania
$425K -$106K -2,667 -20%
GWI
1713
Grace & White Inc
New York
$425K – – –
TCWM
1714
Total Clarity Wealth Management
Illinois
$425K +$1.8K +45 +0.4%
GAM
1715
Garrison Asset Management
Arkansas
$425K +$74.9K +1,875 +21%
CT
1716
Columbia Trust
Oregon
$421K -$196K -4,941 -32%
RCM
1717
RNC Capital Management
California
$421K – – –
CS
1718
Capital Square
Tennessee
$420K -$5.75K -144 -1%
PWA
1719
Physician Wealth Advisors
Utah
$420K +$9.37K +213 +2%
PCS
1720
Personal CFO Solutions
New Jersey
$420K +$172K +4,302 +69%
GCP
1721
GSA Capital Partners
United Kingdom
$420K +$420K +10,515 New
SFG
1722
Summit Financial Group
West Virginia
$419K -$5.99K -150 -1%
UFG
1723
United Fire Group
Iowa
$419K – – –
ITIM
1724
Indiana Trust & Investment Management
Indiana
$419K – – –
LC
1725
Lavaca Capital
Texas
$419K +$55.8K +1,398 +15%
67 68
69
70 71