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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 %
MFT
1976
Moisand Fitzgerald Tamayo
Florida
$229K – – –
AOWM
1977
Alpha Omega Wealth Management
Virginia
$229K – – –
RCC
1978
Red Cedar Capital
Nebraska
$229K – – –
CA
1979
Capital Advantage
California
$229K +$240 +6 +0.1%
MW
1980
Marcum Wealth
Ohio
$229K +$5.27K +132 +2%
Financial Engines Advisors
1981
Financial Engines Advisors
California
$228K +$228K +5,700 New
HIS
1982
Horizon Investment Services
Indiana
$228K +$228K +5,706 New
FWM
1983
Fairhaven Wealth Management
Illinois
$227K +$227K +5,685 New
VCM
1984
Versant Capital Management
Arizona
$226K +$240 +6 +0.1%
PAG
1985
Pinnacle Advisory Group
Maryland
$226K +$2.4K +60 +1%
CW
1986
CreativeOne Wealth
Kansas
$224K -$7.56K -189 -3%
DLHL
1987
Donald L. Hagan LLC
Florida
$224K +$4.67K +117 +2%
GAB
1988
German American Bancorp
Indiana
$223K +$960 +24 +0.4%
RWM
1989
Ritholtz Wealth Management
New York
$221K +$4.2K +105 +2%
FSA
1990
Financial Sense Advisors
California
$221K +$221K +5,547 New
ZF
1991
Zhang Financial
Michigan
$220K +$359 +9 +0.2%
GD
1992
Grandfield & Dodd
New York
$220K +$220K +5,484 New
SCA
1993
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$220K +5,499 New
AAM
1994
Augustine Asset Management
Florida
$219K -$9.82K -246 -4%
HCM
1995
HM Capital Management
Missouri
$219K – – –
NC
1996
NewSquare Capital
Pennsylvania
$219K +$11.4K +285 +5%
SFM
1997
Signet Financial Management
New Jersey
$218K -$1.63M -37,164 -88%
BL
1998
Balentine LLC
Georgia
$217K -$5.16K -129 -2%
PWP
1999
Personal Wealth Partners
Minnesota
$216K – – –
RCA
2000
Rowland Carmichael Advisors
Arizona
$216K +$120 +3 +0.1%
78 79
80
81 82