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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 %
PPW
2001
Parcion Private Wealth
Washington
$216K +$4.28K +108 +2%
NFG
2002
Nadler Financial Group
Illinois
$216K +$216K +5,412 New
CPC
2003
Congress Park Capital
New York
$216K +$216K +5,415 New
OAM
2004
Oberweis Asset Management
Illinois
$215K -$2.16K -54 -1%
MWM
2005
Minot Wealth Management
Massachusetts
$214K +$2.27K +57 +1%
AI
2006
Accredited Investors
Minnesota
$213K – – –
FCCM
2007
First City Capital Management
Georgia
$213K +$213K +5,346 New
BWAM
2008
Boyd Watterson Asset Management
Ohio
$212K -$24K -600 -10%
MLFP
2009
MPS Loria Financial Planners
Illinois
$212K +$212K +5,310 New
CG
2010
Corundum Group
Colorado
$211K -$30.5K -762 -13%
DI
2011
DFPG Investments
Utah
$211K -$10.5K -249 -5%
DTC
2012
Davidson Trust Company
Washington
$211K +$211K +5,322 New
APW
2013
Aurora Private Wealth
New Jersey
$210K -$180K -4,512 -46%
MAA
2014
Matrix Asset Advisors
New York
$210K +$210K +5,250 New
IMOV
2015
Investment Management of Virginia
Virginia
$210K +$210K +5,250 New
RPGK
2016
Retirement Planning Group (Kansas)
Kansas
$210K +$210K +5,268 New
PP
2017
PDS Planning
Ohio
$210K +$210K +5,268 New
FMTC
2018
Farmers & Merchants Trust Company
California
$209K +$209K +5,241 New
CCFCSB
2019
Cape Cod Five Cents Savings Bank
Massachusetts
$208K -$37.6K -942 -15%
CPSC
2020
Carl P. Sherr & Co
Massachusetts
$208K +$208K +5,208 New
LP
2021
LGL Partners
Pennsylvania
$208K +$208K +5,211 New
GLLW
2022
Graves Light Lenhart Wealth
Virginia
$207K +$207K +5,196 New
SQA
2023
Simon Quick Advisors
New Jersey
$206K +$116K +2,895 +128%
IWA
2024
Intercontinental Wealth Advisors
Texas
$206K +$206K +5,148 New
SFC
2025
SYM Financial Corp
Indiana
$206K +$206K +5,163 New
79 80
81
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