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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 %
LF
1801
Lantz Financial
Illinois
$352K -$42.9K -1,074 -11%
UTC
1802
Unified Trust Company
Kentucky
$351K +$4.9K +123 +1%
CMBA
1803
C.M. Bidwell & Associates
Hawaii
$351K +$27.7K +693 +9%
OCPWS
1804
One Charles Private Wealth Services
Massachusetts
$351K +$351K +7,989 New
FNBSF
1805
First National Bank Sioux Falls
South Dakota
$350K – – –
WA
1806
WealthTrust Axiom
Pennsylvania
$349K +$12K +300 +4%
KIC
1807
Keating Investment Counselors
Florida
$349K +$13.5K +339 +4%
JFA
1808
JNBA Financial Advisors
Minnesota
$348K – – –
TC
1809
TradeLink Capital
Illinois
$345K +$345K +8,640 New
SPC
1810
Stewart & Patten Company
California
$344K – – –
TCOK
1811
Trust Company of Kansas
Kansas
$343K -$161K -4,020 -32%
CF
1812
Corrigan Financial
Rhode Island
$342K – – –
TCM
1813
Tufton Capital Management
Maryland
$342K – – –
PFA
1814
Pettinga Financial Advisors
Indiana
$342K +$31.7K +795 +10%
ECM
1815
Evergreen Capital Management
Washington
$342K +$55.8K +1,398 +20%
VCAM
1816
Van Cleef Asset Management
Ohio
$341K – – –
LWA
1817
Lineweaver Wealth Advisors
Ohio
$341K +$65.7K +1,650 +24%
NWP
1818
Northstar Wealth Partners
Connecticut
$340K +$14.3K +360 +4%
SIM
1819
Sadoff Investment Management
Wisconsin
$338K – – –
HI
1820
Hendershot Investments
Virginia
$338K – – –
PIM
1821
Penobscot Investment Management
Massachusetts
$338K +$5.51K +138 +2%
PP
1822
PDT Partners
New York
$338K +$338K +8,469 New
SWMG
1823
Signature Wealth Management Group
Georgia
$337K – – –
CRIG
1824
Charter Research & Investment Group
Connecticut
$336K – – –
HSWM
1825
Hubbell Strickland Wealth Management
Louisiana
$336K +$2.87K +72 +0.9%
71 72
73
74 75