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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 %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$6.63M +$1.11M +28,080 +20%
MHIC
502
Marble Harbor Investment Counsel
Massachusetts
$6.6M -$101K -2,550 -2%
NMIMC
503
Northwestern Mutual Investment Management Company
Wisconsin
$6.55M +$113K +2,844 +2%
CAN
504
Cetera Advisor Networks
California
$6.53M +$946K +23,829 +17%
AWM
505
Altavista Wealth Management
North Carolina
$6.51M -$170K -4,281 -3%
SCA
506
Stonebridge Capital Advisors
Minnesota
$6.46M -$369K -9,327 -5%
AAM
507
Auxier Asset Management
Oregon
$6.37M -$56.4K -1,425 -0.9%
IAA
508
Independent Advisor Alliance
North Carolina
$6.36M -$2.95M -74,526 -32%
OAM
509
Oppenheimer Asset Management
New York
$6.36M -$172K -4,353 -3%
WPC
510
Waters Parkerson & Co
Louisiana
$6.33M -$340K -8,589 -5%
VWA
511
Visionary Wealth Advisors
Illinois
$6.28M +$6.28M +158,409 New
BFG
512
Beacon Financial Group
Texas
$6.24M -$8.79K -222 -0.1%
GAM
513
Griffin Asset Management
New York
$6.22M -$63.6K -1,605 -1%
CBN
514
Cadence Bank NA
Texas
$6.21M -$1.01M -25,476 -14%
FA
515
Financial Advantage
Maryland
$6.19M -$1.79M -45,291 -22%
MIM
516
Marco Investment Management
Georgia
$6.19M +$24.5K +618 +0.4%
CHC
517
City Holding Co
West Virginia
$6.19M -$7.49K -189 -0.1%
GF
518
Gabelli Funds
New York
$6.18M -$238K -6,000 -4%
MPA
519
Marvin & Palmer Associates
Delaware
$6.18M +$6.18M +155,937 New
TF
520
Tompkins Financial
New York
$6.17M +$497K +12,555 +9%
WAS
521
Wealth Advisory Solutions
Indiana
$6.16M +$6.16M +155,562 New
V
522
Veritable
Delaware
$6.15M +$66.2K +1,671 +1%
FMC
523
First Merchants Corp
Indiana
$6.11M +$287K +7,245 +5%
HWM
524
Holloway Wealth Management
Florida
$6.05M -$4.05M – –
SPC
525
Sigma Planning Corp
Michigan
$6.03M +$545K +13,764 +10%
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