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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 %
SMG
1751
Smart Money Group
Texas
$391K +$2.03K +51 +0.5%
CM
1752
Columbus Macro
Pennsylvania
$390K -$81.4K -2,037 -17%
TC
1753
TAP Consulting
Missouri
$390K +$8.87K +222 +2%
ECG
1754
Edge Capital Group
Georgia
$389K +$94.9K +2,376 +32%
WMA
1755
Wealth Management Associates
New Jersey
$388K -$34.1K -855 -8%
TC
1756
Trust Company
Kansas
$388K -$1.8K -45 -0.5%
CA
1757
Crumly & Associates
Illinois
$388K +$22.6K +567 +6%
ECM
1758
Exchange Capital Management
Michigan
$385K -$9.58K -240 -2%
MC
1759
Middleton & Co
Massachusetts
$384K – – –
KCM
1760
Kanawha Capital Management
Virginia
$383K +$51.5K +1,290 +16%
ACP
1761
Arcus Capital Partners
Georgia
$382K +$1.32K +33 +0.3%
AFAS
1762
Acorn Financial Advisory Services
Virginia
$382K +$3.36K +84 +0.9%
CB
1763
CNB Bank
Pennsylvania
$382K +$4.91K +123 +1%
SDWMA
1764
Schneider Downs Wealth Management Advisors
Pennsylvania
$381K – – –
EIG
1765
Ellenbecker Investment Group
Wisconsin
$381K +$7.55K +189 +2%
IAP
1766
Indie Asset Partners
Indiana
$381K +$29K +660 +8%
FC
1767
Forte Capital
New York
$381K +$381K +9,555 New
SCM
1768
Southport Capital Management
Tennessee
$380K +$15.1K +378 +4%
PMA
1769
Prudent Man Advisors
Illinois
$380K +$380K +9,507 New
SIAM
1770
Sterling Investment Advisors (Missouri)
Missouri
$378K +$359 +9 +0.1%
AIM
1771
AIA Investment Management
Singapore
$378K +$267K +6,690 +241%
OA
1772
Oxbow Advisors
Texas
$374K – – –
CPA
1773
Court Place Advisors
Maryland
$374K – – –
FPGK
1774
Financial Partners Group (Kansas)
Kansas
$374K +$13.9K +348 +4%
DCM
1775
Donaldson Capital Management
Indiana
$374K +$58.4K +1,464 +18%
69 70
71
72 73