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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 %
SAG
2026
Spotlight Asset Group
Illinois
$205K -$32.9K -825 -14%
FSG
2027
Financial Strategies Group
Michigan
$204K +$204K +5,097 New
CAM
2028
Crestone Asset Management
Colorado
$203K +$203K +5,073 New
IIC
2029
Integrated Investment Consultants
Michigan
$203K +$203K +5,076 New
RIG
2030
Renaissance Investment Group
Massachusetts
$202K +$202K +5,058 New
EWP
2031
Engrave Wealth Partners
Texas
$201K +$48.6K +1,218 +32%
PP
2032
Pegasus Partners
Wisconsin
$200K +$200K +5,004 New
ME
2033
McIlrath & Eck
Washington
$199K +$27.8K +696 +16%
NSB
2034
Norway Savings Bank
Maine
$196K – – –
VCM
2035
Vigilant Capital Management
Maine
$195K -$12.7K -318 -6%
ICM
2036
Islay Capital Management
Texas
$192K +$54K +1,350 +39%
FP
2037
Financial Perspectives
Minnesota
$189K – – –
FCM
2038
Firestone Capital Management
Florida
$187K – – –
WCG
2039
Weaver Consulting Group
California
$186K +$86.2K +2,157 +86%
PC
2040
Permanens Capital
New York
$183K +$183K +4,572 New
HIM
2041
Hillsdale Investment Management
Ontario, Canada
$182K +$77.8K +1,950 +75%
WAM
2042
Wolverine Asset Management
Illinois
$175K +$9.67K +243 +6%
BC
2043
Barnett & Company
Tennessee
$175K +$19.2K +483 +12%
1W
2044
1776 Wealth
Georgia
$171K -$168K -4,224 -50%
WPA
2045
West Paces Advisors
Georgia
$171K – – –
AIM
2046
Arcadia Investment Management
Michigan
$169K – – –
APW
2047
Acima Private Wealth
Virginia
$164K – – –
BAM
2048
Barrett Asset Management
New York
$162K – – –
GWS
2049
Glassman Wealth Services
Virginia
$161K +$16.8K +420 +12%
AC
2050
Asio Capital
Kentucky
$160K +$160K +4,008 New
80 81
82
83 84