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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 %
SWM
2126
Selective Wealth Management
Virginia
$36K +$36K +900 New
CT
2127
Clearstead Trust
Maine
$34K +$10.1K +252 +42%
MAM
2128
Marquette Asset Management
Minnesota
$34K +$34K +855 New
CA
2129
Crewe Advisors
Utah
$32K – – –
LAS
2130
Lloyd Advisory Services
Georgia
$31K -$5.31K -132 -15%
NCM
2131
New Capital Management
Texas
$31K – – –
JPLA
2132
Joseph P. Lucia & Associates
New York
$30K +$2.4K +60 +9%
NIMC
2133
NWQ Investment Management Company
California
$29.5K -$3.99K -99,801 -12%
EWA
2134
Evolution Wealth Advisors
Florida
$28K +$24.2K +615 +641%
OAJ
2135
Ogorek Anthony Joseph
New York
$27K – – –
CWM
2136
Cedar Wealth Management
California
$27K – – –
PA
2137
Perennial Advisors
New York
$27K +$27K +687 New
WIM
2138
Westside Investment Management
California
$24.1K +$3.39K +603 +16%
RWG
2139
Regal Wealth Group
California
$24K -$121 -3 -0.5%
RBC
2140
Roble Belko & Company
Pennsylvania
$24K – – –
RWB
2141
RMR Wealth Builders
New Jersey
$24K +$24K +600 New
RIA
2142
RPG Investment Advisory
California
$23K +$11K +276 +92%
PW
2143
Price Wealth
Texas
$22K +$1.81K +45 +9%
EWM
2144
Elmwood Wealth Management
California
$21K +$3.04K +75 +17%
CWA
2145
Carolina Wealth Advisors
South Carolina
$20K -$7.64K -189 -28%
SFFS
2146
Stonehage Fleming Financial Services
Jersey
$19K -$1.03M -26,100 -98%
IAS
2147
IMA Advisory Services
Colorado
$19K – – –
HWM
2148
HighMark Wealth Management
Minnesota
$19K +$10.9K +273 +136%
SFA
2149
Semmax Financial Advisors
North Carolina
$18K – – –
RIM
2150
Rockbridge Investment Management
New York
$16K +$16K +396 New
84 85
86
87 88