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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 %
KPCM
1926
Kings Point Capital Management
New York
$256K – – –
OMC
1927
Overbrook Management Corp
New York
$253K +$253K +6,330 New
ACM
1928
AUA Capital Management
Pennsylvania
$252K -$50.9K -1,275 -17%
FBFS
1929
First Business Financial Services
Wisconsin
$252K – – –
PFA
1930
Pure Financial Advisors
California
$252K +$12.1K +303 +5%
MRCM
1931
M&R Capital Management
New Jersey
$251K +$28.7K +720 +13%
IF
1932
IRON Financial
Illinois
$250K +$250K +6,252 New
MCM
1933
McRae Capital Management
New Jersey
$249K – – –
MFW
1934
Meristem Family Wealth
Minnesota
$249K +$19K +477 +8%
PFA
1935
Pinnacle Family Advisors
Missouri
$248K -$218K -5,472 -47%
KS
1936
Karpas Strategies
Connecticut
$248K – – –
SRC
1937
Sage Rhino Capital
California
$248K +$10.3K +258 +4%
EW
1938
Evoke Wealth
California
$247K -$193K -4,833 -44%
AAP
1939
Arax Advisory Partners
Colorado
$247K -$9.84K -246 -4%
SIC
1940
Schwartz Investment Counsel
Michigan
$246K – – –
HFAS
1941
Hummer Financial Advisory Services
Illinois
$246K – – –
WCWM
1942
Willow Creek Wealth Management
California
$245K – – –
BCWM
1943
Blue Chip Wealth Management
Florida
$245K +$20K +501 +9%
EW
1944
Element Wealth
Mississippi
$245K +$31K +777 +14%
CWM
1945
CCG Wealth Management
California
$244K -$24.2K -606 -9%
MGAM
1946
McGowan Group Asset Management
Texas
$244K +$957 +24 +0.4%
HIM
1947
HawsGoodwin Investment Management
Tennessee
$243K – – –
MAM
1948
Magellan Asset Management
Australia
$242K -$197K -4,926 -45%
ACM
1949
Armbruster Capital Management
New York
$242K +$242K +6,060 New
NWM
1950
Northwest Wealth Management
Iowa
$241K -$6.95K -174 -3%
76 77
78
79 80