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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 %
EAM
2101
Erste Asset Management
Austria
$61.1K – – –
LFG
2102
LifePlan Financial Group
Ohio
$61K – – –
CWM
2103
Campbell Wealth Management
Virginia
$61K +$61K +1,521 New
SIA
2104
SeaBridge Investment Advisors
New Jersey
$60K +$60K +1,500 New
SL
2105
Savior LLC
Massachusetts
$59K -$2.74K -69 -4%
LWA
2106
Lowe Wealth Advisors
Maryland
$59K +$360 +9 +0.6%
AA
2107
AlphaMark Advisors
Kentucky
$58K – – –
MF
2108
Manchester Financial
California
$58K +$10.1K +252 +21%
FEG
2109
Financial Enhancement Group
Indiana
$58K +$48.4K +1,212 +505%
KC
2110
Knuff & Co
California
$55K +$7.17K +180 +15%
KFS
2111
Kelly Financial Services
Massachusetts
$54.5K – – –
FWM
2112
FSA Wealth Management
Massachusetts
$54K +$599 +15 +1%
TF
2113
TimeScale Financial
Massachusetts
$53K -$4.09K -102 -7%
MIP
2114
Mondrian Investment Partners
United Kingdom
$49K – – –
BHWM
2115
Bay Harbor Wealth Management
Maryland
$49K +$951 +24 +2%
AA
2116
AlphaCentric Advisors
Puerto Rico
$49K +$49K +1,230 New
BBA
2117
Braun-Bostich & Associates
Pennsylvania
$47K – – –
RAM
2118
Riggs Asset Management
Pennsylvania
$42K – – –
IF
2119
Ironwood Financial
Arizona
$42K +$7.99K +198 +23%
FWM
2120
Filbrandt Wealth Management
Wisconsin
$41K +$41K +1,038 New
WR
2121
Watson Rebecca
$39K +$39K +972 New
MWC
2122
MBM Wealth Consultants
Missouri
$38K – – –
ARMC
2123
American Research & Management Company
Massachusetts
$38K +$2.04K +51 +6%
CAM
2124
Costello Asset Management
Pennsylvania
$38K +$38K +942 New
HFA
2125
HC Financial Advisors
California
$36K – – –
83 84
85
86 87