WMT icon

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 %
TNB
601
Thomasville National Bank
Georgia
$4.91M -$54.7K -1,380 -1%
UFF
602
USA Financial Formulas
Michigan
$4.9M -$848K -21,399 -15%
CCM
603
Chickasaw Capital Management
Tennessee
$4.88M -$93.3K -2,355 -2%
RC
604
Roundview Capital
New Jersey
$4.88M +$123K +3,114 +3%
FQ
605
First Quadrant
California
$4.87M – – –
MCM
606
Mattern Capital Management
Colorado
$4.87M +$4.87M +122,898 New
TFA
607
Toth Financial Advisory
Virginia
$4.86M -$104K -2,616 -2%
PMAM
608
Picton Mahoney Asset Management
Ontario, Canada
$4.85M -$547K -13,800 -10%
CS
609
Candriam SCA
Luxembourg
$4.84M -$349K -8,802 -7%
ACS
610
Archford Capital Strategies
Illinois
$4.83M -$63.3K -1,599 -1%
PWW
611
Pettyjohn Wood & White
Virginia
$4.83M +$4.34M +1,095,153 +887%
CK
612
Cohen Klingenstein
New York
$4.79M – – –
BBVA
613
Banco Bilbao Vizcaya Argentaria
Spain
$4.78M +$4.78M +120,645 New
NSEDCP
614
NJ State Employees Deferred Compensation Plan
New Jersey
$4.75M – – –
LOAMU
615
Lombard Odier Asset Management (USA)
New York
$4.75M +$1.78M +45,000 +60%
MFS
616
Mirabella Financial Services
United Kingdom
$4.75M +$4.75M +120,000 New
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$4.65M +$8.79K +222 +0.2%
SS
618
Sunbelt Securities
Texas
$4.64M +$276K +7,347 +6%
ZCA
619
Zeke Capital Advisors
Pennsylvania
$4.59M +$39.9K +1,008 +0.9%
LWANC
620
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.57M -$53.5K -1,350 -1%
Bessemer Group
621
Bessemer Group
New Jersey
$4.56M +$18.8K +474 +0.4%
SC
622
Samlyn Capital
New York
$4.56M +$4.56M +115,017 New
PI
623
Parkside Investments
Illinois
$4.54M +$98.4K +2,484 +2%
AIC
624
Argus Investors Counsel
New York
$4.53M -$57.5K -1,452 -1%
SWP
625
Stratos Wealth Partners
Ohio
$4.51M +$164K +4,149 +4%
23 24
25
26 27