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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 %
OWP
1951
Obermeyer Wealth Partners
Colorado
$241K +$12.1K +303 +5%
CA
1952
Centerpoint Advisors
Massachusetts
$240K -$240K -6,000 -50%
VST
1953
Van Strum & Towne
California
$240K – – –
SCI
1954
S&CO Inc
Massachusetts
$240K – – –
RVPG
1955
Relative Value Partners Group
$240K – – –
CWM
1956
Concentric Wealth Management
California
$240K – – –
BIM
1957
Baldwin Investment Management
Pennsylvania
$240K – – –
OC
1958
Oppenheimer & Close
New York
$239K – – –
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$239K +$21.5K +540 +10%
PVH
1960
Psagot Value Holdings
Israel
$239K +$59.7K +1,494 +33%
CCFM
1961
Clear Creek Financial Management
Washington
$237K +$28.1K +705 +13%
SWA
1962
Sutton Wealth Advisors
Florida
$236K +$7.55K +189 +3%
DWM
1963
Darwin Wealth Management
Florida
$236K -$3.04M -76,374 -93%
SW
1964
StrongBox Wealth
Missouri
$236K -$9.58K -240 -4%
AIFAIM
1965
American Institute for Advanced Investment Management
Arizona
$235K +$15.5K +390 +7%
CQS
1966
Credential Qtrade Securities
$235K +$74.9K +1,875 +47%
GFP
1967
Gryphon Financial Partners
Ohio
$234K -$74.9K -1,875 -24%
DSN
1968
D. Scott Neal
Kentucky
$234K +$1.8K +45 +0.8%
BA
1969
Ballast Advisors
Minnesota
$234K +$234K +5,850 New
AMG
1970
Advisors Management Group
Wisconsin
$231K -$120 -3 -0.1%
WC
1971
Whitney & Co
New York
$231K – – –
SB
1972
Sunflower Bank
Texas
$231K +$231K +5,805 New
CFFP
1973
Center for Financial Planning
Michigan
$230K -$37.4K -939 -14%
MWM
1974
MinichMacGregor Wealth Management
New York
$230K +$10.7K +267 +5%
HHAA
1975
Henry H. Armstrong Associates
Pennsylvania
$229K – – –
77 78
79
80 81