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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 %
NB
1776
Nicolet Bankshares
Wisconsin
$373K +$7.19K +180 +2%
NP
1777
NorthRock Partners
Minnesota
$372K +$149K +3,738 +67%
PB
1778
Pinnacle Bancorp
Nebraska
$371K -$12K -300 -3%
LWM
1779
Laidlaw Wealth Management
New York
$370K +$77.9K +1,950 +27%
TIA
1780
Tandem Investment Advisors
South Carolina
$369K +$107K +2,673 +41%
BBA
1781
BLB&B Advisors
Pennsylvania
$367K +$12.2K +306 +3%
AWCI
1782
Alpine Woods Capital Investors
New York
$367K +$367K +9,192 New
PWP
1783
Private Wealth Partners
California
$365K +$6.58K +165 +2%
AFS
1784
Axiom Financial Strategies
Indiana
$364K -$23.8K -597 -6%
CAM
1785
Congress Asset Management
Massachusetts
$364K -$8.39K -210 -2%
NP
1786
Ninepoint Partners
Ontario, Canada
$364K +$17.6K +441 +5%
CRCM
1787
Corbett Road Capital Management
Virginia
$364K +$364K +9,126 New
LC
1788
LCNB Corp
Ohio
$361K -$5.87K -147 -2%
JHP
1789
James Hambro & Partners
United Kingdom
$359K – – –
PFA
1790
Paradigm Financial Advisors
Missouri
$358K – – –
RTC
1791
Riverview Trust Company
Washington
$358K – – –
SIC
1792
Samalin Investment Counsel
New York
$358K +$837 +21 +0.2%
XSC
1793
X-Square Capital
Puerto Rico
$358K +$9.22K +231 +3%
TA
1794
TFG Advisers
Michigan
$357K +$33.6K +843 +10%
CCB
1795
Cutter & Co Brokerage
Missouri
$356K -$162K -4,050 -31%
MWM
1796
Modera Wealth Management
New Jersey
$356K -$1.92K -48 -0.5%
CC
1797
Capital Counsel
New York
$356K – – –
BWA
1798
Burt Wealth Advisors
Maryland
$354K -$11K -276 -3%
SNT
1799
Security National Trust
West Virginia
$354K +$45K +1,125 +15%
MIM
1800
Moseley Investment Management
Florida
$353K +$19.1K +477 +6%
70 71
72
73 74