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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 %
MA
2151
Modus Advisors
Minnesota
$16K +$16K +399 New
CP
2152
Corbenic Partners
Pennsylvania
$15K – – –
SIA
2153
Sit Investment Associates
Minnesota
$14K – – –
RFWA
2154
RPg Family Wealth Advisory
Massachusetts
$13.8K – – –
JWM
2155
Janiczek Wealth Management
Colorado
$13K – – –
PCFFS
2156
Pacific Center for Financial Services
California
$13K – – –
VEA
2157
Virtus ETF Advisers
New York
$12K – – –
SSWG
2158
Seven Springs Wealth Group
Tennessee
$12K – – –
PFO
2159
Pathstone Family Office
New Jersey
$9K -$85.8K -2,145 -91%
HS
2160
Horan Securities
United States
$9K +$9K +231 New
IWP
2161
IAG Wealth Partners
Wisconsin
$8K – – –
LAM
2162
Lountzis Asset Management
Pennsylvania
$8K +$8K +204 New
CH
2163
Canton Hathaway
Rhode Island
$7K +$7K +180 New
CDIA
2164
Capital Directions Investment Advisors
Georgia
$6K -$12.7K -312 -68%
MIM
2165
Macroview Investment Management
Maryland
$6K – – –
HI
2166
Human Investing
Oregon
$6K +$5.43K +144 +960%
LGWM
2167
Litman Gregory Wealth Management
California
$4K – – –
FCH
2168
Freestone Capital Holdings
Washington
$3.5K +$1.63K +40,839 +87%
JG
2169
Jefferies Group
New York
$3.36K -$1.77K -44,382 -35%
DTIM
2170
Danda Trouve Investment Management
Kansas
$3K +$115 +3 +4%
PCA
2171
Providence Capital Advisors
North Carolina
$1K -$5K -75 -83%
WAMC
2172
Western Asset Management Company
California
$1K +$1K +24 New
UFF
2173
USA Financial Formulas
Michigan
$1K +$1K +27 New
TI
2174
tru Independence
Oregon
$167 -$16 -390 -9%
Balyasny Asset Management
2175
Balyasny Asset Management
Illinois
– -$18.3M -483,954 Closed
85 86
87
88 89