WMT icon

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 %
RCA
1851
Resonant Capital Advisors
Wisconsin
$316K +$316K +7,911 New
PWM
1852
Paulson Wealth Management
Illinois
$314K -$145K -3,648 -32%
HFS
1853
HBC Financial Services
Washington
$313K – – –
M
1854
MOTCO
Texas
$312K -$6.47K -162 -2%
PAM
1855
Private Asset Management
California
$312K – – –
WGA
1856
Weather Gauge Advisory
Virginia
$311K -$95.7K -2,397 -24%
SRC
1857
Shufro Rose & Co
New York
$311K -$71.3K -1,785 -19%
KM
1858
Kalos Management
Georgia
$311K -$1.25K -30 -0.4%
SA
1859
Sicart Associates
New York
$311K – – –
YMRC
1860
Yorktown Management & Research Company
Virginia
$311K +$311K +7,800 New
SFG
1861
StrategIQ Financial Group
Indiana
$310K -$70.1K -1,758 -18%
RCA
1862
Ranch Capital Advisors
Florida
$310K -$26.6K -606 -8%
AUB
1863
Atlantic Union Bankshares
Virginia
$309K +$5.28K +132 +2%
MIP
1864
Marietta Investment Partners
Wisconsin
$308K -$12K -300 -4%
SIA
1865
Strategic Investment Advisors
Michigan
$307K -$11K -276 -3%
ISB
1866
Iowa State Bank
Iowa
$306K -$299K -7,500 -49%
ARG
1867
Advisory Resource Group
Oklahoma
$306K +$15.2K +381 +5%
LWMM
1868
Legacy Wealth Management (Mississippi)
Mississippi
$305K – – –
LC
1869
Lindbrook Capital
California
$305K -$101K -2,514 -25%
ACM
1870
AlphaStar Capital Management
North Carolina
$305K -$4.22K -96 -1%
NERM
1871
New England Research & Management
Illinois
$305K – – –
BBI
1872
Baxter Bros Inc
Connecticut
$304K +$304K +7,602 New
LWP
1873
Legacy Wealth Planning
Nevada
$303K – – –
FRM
1874
Fox Run Management
Connecticut
$302K +$302K +7,554 New
SWRP
1875
Summit Wealth & Retirement Planning
California
$301K -$22.5K -564 -7%
73 74
75
76 77