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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 %
HGWM
1876
Harvest Group Wealth Management
Massachusetts
$301K +$1.2K +30 +0.4%
OWA
1877
Outlook Wealth Advisors
Texas
$298K -$15.5K -387 -5%
SIM
1878
SSI Investment Management
California
$296K -$7.31K -183 -2%
FA
1879
FMA Advisory
Pennsylvania
$296K -$5.64K -141 -2%
FAM
1880
Formidable Asset Management
Ohio
$296K +$1.77K +42 +0.6%
VAG
1881
VisionPoint Advisory Group
Texas
$296K +$296K +6,771 New
FPCP
1882
Fort Point Capital Partners
California
$294K -$1.2K -30 -0.4%
FCMC
1883
Founders Capital Management (Connecticut)
Connecticut
$294K – – –
ESBC
1884
E.S. Barr & Co
Kentucky
$292K – – –
HCM
1885
Howland Capital Management
Massachusetts
$291K +$9.22K +231 +3%
BCM
1886
Bienville Capital Management
New York
$289K +$289K +7,230 New
MWM
1887
Merriman Wealth Management
Washington
$288K -$52.3K -1,308 -15%
OCM
1888
Orser Capital Management
Texas
$287K – – –
SCM
1889
Stonebridge Capital Management
California
$287K – – –
AMIM
1890
Aull & Monroe Investment Management
Alabama
$287K +$4.9K +123 +2%
VFP
1891
Verus Financial Partners
Virginia
$286K +$837 +21 +0.3%
MHR
1892
Matthew Hamilton Rosenberg
$284K +$12.5K +312 +5%
LCM
1893
Leisure Capital Management
California
$282K +$59.9K +1,500 +27%
TWP
1894
TFO Wealth Partners
Ohio
$281K – – –
WOSD
1895
WFA of San Diego
California
$280K +$280K +7,209 New
SC
1896
Sawyer & Company
Massachusetts
$278K -$56.4K -1,410 -17%
BMM
1897
Buffington Mohr McNeal
Idaho
$278K +$5.4K +135 +2%
AWM
1898
Aprio Wealth Management
Georgia
$277K – – –
WI
1899
Wedgewood Investors
Pennsylvania
$277K – – –
NEWAS
1900
N.E.W. Advisory Services
Wisconsin
$277K +$277K +6,945 New
74 75
76
77 78