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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 %
SBIA
576
Sheaff Brock Investment Advisors
Indiana
$5.22M +$2.81M +71,025 +117%
JWM
577
JGP Wealth Management
Oregon
$5.22M +$493K +12,564 +10%
PG
578
Pendal Group
Australia
$5.18M -$5.39M -136,176 -51%
HWA
579
Heritage Wealth Advisors
Virginia
$5.18M +$534K +13,491 +12%
SS
580
Simplicity Solutions
Minnesota
$5.17M +$773K +19,515 +18%
CSS
581
Cubist Systematic Strategies
Connecticut
$5.17M -$8.53M -215,463 -62%
EWM
582
Executive Wealth Management
Michigan
$5.17M +$290K +7,311 +6%
RIM
583
Rampart Investment Management
Connecticut
$5.16M -$276K -6,972 -5%
JCM
584
Jacobi Capital Management
Pennsylvania
$5.16M -$107K -2,700 -2%
CCT
585
Chemung Canal Trust
New York
$5.16M -$207K -5,217 -4%
MSWM
586
Mader & Shannon Wealth Management
Missouri
$5.14M +$243K +6,141 +5%
SCA
587
Spearhead Capital Advisors
Florida
$5.14M +$140K +3,531 +3%
WCM
588
Weik Capital Management
Pennsylvania
$5.12M -$32.1K -810 -0.6%
GCA
589
Greenwood Capital Associates
South Carolina
$5.11M -$4.31M -108,798 -46%
MPWT
590
MassMutual Private Wealth & Trust
Connecticut
$5.08M -$118K -2,982 -2%
SIM
591
Sonora Investment Management
Arizona
$5.08M +$956K +24,126 +23%
SCA
592
Snowden Capital Advisors
New York
$5.07M +$290K +7,311 +6%
HI
593
Horizon Investments
North Carolina
$5.07M +$2.44M +61,632 +93%
SWM
594
SVA Wealth Management
Wisconsin
$5.06M -$127K -3,216 -2%
GP
595
Greenline Partners
New York
$5.06M -$449K -11,328 -8%
ABC
596
Associated Banc-Corp
Wisconsin
$5.05M +$103K +2,592 +2%
MCA
597
Mercer Capital Advisers
New Jersey
$5.05M -$7.96K -201 -0.2%
MCM
598
MAI Capital Management
Ohio
$4.99M +$2.56M +64,707 +105%
RFM
599
Royal Fund Management
Florida
$4.98M -$692K -17,469 -12%
SSG
600
Summit Securities Group
New York
$4.92M +$4.11M +103,800 +509%
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