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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 %
PO
2051
Private Ocean
California
$156K -$35.8K -900 -19%
HWA
2052
HHM Wealth Advisors
Tennessee
$155K +$7.8K +195 +5%
ST
2053
Sageworth Trust
Pennsylvania
$135K -$59K -1,473 -30%
CWA
2054
Core Wealth Advisors
Florida
$135K +$6K +150 +5%
WLPWM
2055
Walled Lake Planning & Wealth Management
Illinois
$134K -$11K -276 -8%
CAM
2056
CenterStar Asset Management
Illinois
$133K – – –
BWL
2057
Bogart Wealth LLC
Virginia
$133K +$7.44K +186 +6%
AWM
2058
AllSquare Wealth Management
New York
$129K -$58.7K -1,473 -31%
C
2059
Cerebellum
California
$127K +$127K +3,873 New
CAL
2060
Capital Advisors Ltd
Ohio
$126K – – –
APWA
2061
Atlas Private Wealth Advisors
New Jersey
$123K +$123K +3,093 New
MWP
2062
Meridian Wealth Partners
Pennsylvania
$121K -$715 -18 -0.6%
CFN
2063
Cordasco Financial Network
Florida
$120K – – –
AWM
2064
Atticus Wealth Management
Florida
$120K +$1.8K +45 +2%
FIA
2065
FNY Investment Advisers
New York
$119K +$119K +3,000 New
CWC
2066
Carolinas Wealth Consulting
North Carolina
$112K +$112K +2,811 New
CFD
2067
Creative Financial Designs
Indiana
$110K +$35.3K +882 +47%
BCM
2068
Blume Capital Management
California
$108K – – –
LWM
2069
Liberty Wealth Management
California
$108K +$4.69K +117 +5%
APC
2070
Aspire Private Capital
North Carolina
$107K -$3.71K -93 -3%
Cohen & Steers
2071
Cohen & Steers
New York
$107K – – –
RG
2072
Retirement Group
California
$103K +$103K +2,580 New
TFO
2073
Tarbox Family Office
California
$102K +$21.9K +549 +27%
SLF
2074
Sun Life Financial
Ontario, Canada
$101K -$3.23K -81 -3%
FMP
2075
Financial Management Professionals
Texas
$100K +$10.9K +273 +12%
81 82
83
84 85