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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 %
KTC
2076
Kistler-Tiffany Companies
Pennsylvania
$98K +$14.3K +357 +17%
WAS
2077
Winch Advisory Services
Wisconsin
$95K +$3.94K +99 +4%
SFPG
2078
Stonebridge Financial Planning Group
Florida
$95K +$23.8K +603 +34%
HR
2079
Howe & Rusling
New York
$93K +$59.7K +1,503 +180%
PP
2080
PrairieView Partners
Minnesota
$92K +$119 +3 +0.1%
PGAM
2081
Princeton Global Asset Management
New Jersey
$89K – – –
LWS
2082
Lucia Wealth Services
California
$89K +$11.3K +285 +15%
SFG
2083
Sowa Financial Group
Rhode Island
$85K – – –
EARNEST Partners
2084
EARNEST Partners
Georgia
$82K – – –
CCA
2085
Column Capital Advisors
Indiana
$82K +$9.31K +234 +13%
PWP
2086
Principle Wealth Partners
Connecticut
$82K +$82K +2,061 New
BWP
2087
Baldwin Wealth Partners
Massachusetts
$79K – – –
APWM
2088
Atlas Private Wealth Management
New York
$78K -$240 -6 -0.3%
CWM
2089
Cranbrook Wealth Management
Michigan
$77K +$121 +3 +0.2%
AW
2090
Avion Wealth
Texas
$75K -$26.3K -654 -26%
MAWCM
2091
Mine & Arao Wealth Creation & Management
California
$75K – – –
BCM
2092
Bourgeon Capital Management
Connecticut
$75K – – –
PCTC
2093
Perkins Coie Trust Company
Washington
$72K – – –
SC
2094
Steph & Co
Wisconsin
$71K -$138K -3,438 -66%
CYG
2095
Clean Yield Group
Vermont
$70K – – –
EIP
2096
Ellis Investment Partners
Pennsylvania
$70K +$11.9K +300 +20%
SIAS
2097
Shine Investment Advisory Services
Colorado
$70K +$15.6K +390 +29%
CIAS
2098
CBIZ Investment Advisory Services
Ohio
$67K -$64K – –
CMA
2099
Cedar Mountain Advisors
Oregon
$66K +$5.71K +144 +9%
TFGT
2100
TS Financial Group (TSFG)
Illinois
$64K – – –
82 83
84
85 86