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Walmart
WMT

Overview Fund Activity

2,137 hedge funds and large institutions have $103B invested in Walmart in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 800 increasing their positions, 783 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,137
Holders Change
+175
Holders Change %
+8.92%
% of All Funds
42.2%
Holding in Top 10
82
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.46%
% of All Funds
1.62%
New
282
Increased
800
Reduced
783
Closed
77
Calls
$1.38B
Puts
$1.87B
Net Calls
-$497M
Net Calls Change
-$424M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$205M
2
Renaissance Technologies
Renaissance Technologies
New York
+$192M
3
Goldman Sachs
Goldman Sachs
New York
+$191M
4
Norges Bank
Norges Bank
Norway
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$559M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$250M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$185M
4
Fidelity International
Fidelity International
Bermuda
-$177M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
451
HighTower Trust
Texas
$8.15M -$47.5K -1,200 -0.6%
RCYC
452
Richard C. Young & Co
Rhode Island
$8.13M +$244K +6,147 +3%
BCM
453
BTC Capital Management
Iowa
$8.1M +$101K +2,541 +1%
SSB
454
Sandy Spring Bank
Maryland
$8.09M +$81.2K +2,049 +1%
CP
455
Cumberland Partners
Ontario, Canada
$8.05M -$87.7K -2,214 -1%
LSERS
456
Louisiana State Employees Retirement System
Louisiana
$8.01M -$119K -3,000 -1%
BRCM
457
Bright Rock Capital Management
Massachusetts
$7.96M – – –
BCM
458
Bayesian Capital Management
New York
$7.95M +$2.04M +51,600 +35%
WCM
459
Whitener Capital Management
North Carolina
$7.94M +$757K +19,107 +11%
PGIM
460
Pacific Global Investment Management
California
$7.94M -$7.37K -186 -0.1%
MC
461
Moors & Cabot
Massachusetts
$7.89M +$92.1K +2,316 +1%
LK
462
Lumbard & Kellner
New Hampshire
$7.85M -$18.4K -465 -0.2%
Mercer Global Advisors
463
Mercer Global Advisors
Colorado
$7.84M -$105K -2,655 -1%
AP
464
Atwood & Palmer
Missouri
$7.81M -$237K -5,973 -3%
CAMG
465
CWA Asset Management Group
Florida
$7.8M +$618K +15,603 +9%
ACC
466
Accident Compensation Corp
New Zealand
$7.8M -$35.7K -900 -0.5%
AAA
467
Adams Asset Advisors
Texas
$7.77M -$515K -12,996 -6%
CIC
468
Crawford Investment Counsel
Georgia
$7.76M +$74.6K +1,884 +1%
BCM
469
Bluefin Capital Management
New York
$7.76M +$7.76M +195,768 New
DY
470
Dowling & Yahnke
California
$7.73M -$152K -3,828 -2%
PFS
471
Prospera Financial Services
Texas
$7.65M +$3.29M +82,941 +75%
SC
472
SouthState Corp
Florida
$7.64M +$1.02M +25,773 +15%
DWM
473
Dakota Wealth Management
Florida
$7.61M -$171K -4,305 -2%
EWM
474
Edge Wealth Management
New York
$7.59M +$58.6K +1,485 +0.8%
AAS
475
Avantax Advisory Services
Texas
$7.58M +$1.35M +33,996 +22%
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