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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 %
AWM
1901
Apollon Wealth Management
South Carolina
$273K +$273K +6,840 New
EWM
1902
EPG Wealth Management
Georgia
$272K -$44.8K -1,122 -14%
SLWS
1903
Swaine & Leidel Wealth Services
Florida
$272K – – –
MS
1904
Maven Securities
Jersey
$272K +$272K +6,822 New
HHGA
1905
Halbert Hargrove Global Advisors
California
$271K +$23.6K +591 +10%
PA
1906
Probity Advisors
Texas
$270K -$12.9K -324 -5%
UWPG
1907
Ullmann Wealth Partners Group
Florida
$270K – – –
PIA
1908
Perennial Investment Advisors
California
$269K -$4.92K -123 -2%
GIA
1909
Guyasuta Investment Advisors
Pennsylvania
$266K +$266K +6,660 New
SIG
1910
Sky Investment Group
Connecticut
$265K +$31.8K +798 +14%
RGIA
1911
Rainier Group Investment Advisory
Washington
$265K +$265K +6,639 New
CWA
1912
Clarus Wealth Advisors
Arizona
$264K -$674K -15,912 -72%
BWP
1913
BSW Wealth Partners
Colorado
$264K +$9.21K +231 +4%
GM
1914
GeoWealth Management
Illinois
$264K +$264K +6,618 New
PCM
1915
Prelude Capital Management
New York
$263K +$73.1K +1,833 +39%
LFG
1916
Larson Financial Group
Missouri
$262K +$193K +4,839 +282%
FIA
1917
Foundations Investment Advisors
Arizona
$261K +$50.5K +1,272 +24%
NA
1918
Navellier & Associates
Nevada
$260K -$32.6K -816 -11%
Jacobs Levy Equity Management
1919
Jacobs Levy Equity Management
New Jersey
$259K -$480K -12,012 -65%
DOA
1920
D'Orazio & Associates
Virginia
$259K +$120 +3 +0%
FBB
1921
Fulton Breakefield Broenniman
Maryland
$258K – – –
CFS
1922
Cannon Financial Strategists
Georgia
$257K -$111K -2,790 -30%
NEPPG
1923
New England Professional Planning Group
Rhode Island
$257K -$56.7K -1,296 -18%
CT
1924
Coastline Trust
Rhode Island
$257K – – –
TC
1925
Tatro Capital
Kentucky
$256K -$47.7K -1,194 -16%
75 76
77
78 79