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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 %
SMH
1726
Sanders Morris Harris
Texas
$419K +$419K +10,500 New
BST
1727
Bath Savings Trust
Maine
$417K +$39.3K +984 +10%
RSVP
1728
Ramsay Stattman Vela & Price
Colorado
$416K -$240 -6 -0.1%
JLBC
1729
J.L. Bainbridge & Co
Florida
$416K +$599 +15 +0.1%
NDSI
1730
Newman Dignan & Sheerar Inc
Rhode Island
$411K +$94.6K +2,181 +30%
MOS
1731
MGO One Seven
Ohio
$409K -$51.7K -1,296 -11%
CWM
1732
Circle Wealth Management
New Jersey
$407K +$9.83K +246 +2%
TIA
1733
Tiemann Investment Advisors
California
$406K +$68.9K +1,725 +20%
HDIM
1734
Hanson & Doremus Investment Management
Vermont
$405K -$673K -16,869 -62%
LF
1735
Lee Financial
Texas
$405K -$29.8K -747 -7%
RCG
1736
Rock Creek Group
District of Columbia
$405K +$405K +10,134 New
CMI
1737
Clare Market Investments
Texas
$405K -$250K -6,261 -38%
HIC
1738
Holderness Investments Company
North Carolina
$404K +$135K +3,390 +50%
BPM
1739
Bowling Portfolio Management
Ohio
$403K -$4.19K -105 -1%
CFS
1740
CRA Financial Services
New Jersey
$403K +$8.98K +225 +2%
PPP
1741
Private Portfolio Partners
New Jersey
$402K -$575K -14,391 -59%
FFC
1742
First Financial Corp
Indiana
$402K -$12.7K -318 -3%
EC
1743
Estate Counselors
Wisconsin
$401K +$401K +10,050 New
EWM
1744
Endurance Wealth Management
Rhode Island
$400K +$4.08K +102 +1%
AIM
1745
Alhambra Investment Management
Florida
$399K -$4.19K -105 -1%
MC
1746
Matisse Capital
Oregon
$398K – – –
H
1747
HoyleCohen
California
$398K +$718 +18 +0.2%
SGCA
1748
Steel Grove Capital Advisors
Tennessee
$397K -$391K -9,777 -50%
THWM
1749
Taylor Hoffman Wealth Management
Virginia
$392K -$25.6K -642 -6%
RPG
1750
Resource Planning Group
Georgia
$392K +$120 +3 +0%
68 69
70
71 72