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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 %
FBC
651
Fairfield, Bush & Co
Connecticut
$4.23M -$2.33M -58,722 -35%
AFWM
652
AMJ Financial Wealth Management
Virginia
$4.23M +$4.23M +106,671 New
AAS
653
Annex Advisory Services
Wisconsin
$4.23M +$72K +1,818 +2%
BG
654
Bahl & Gaynor
Ohio
$4.17M +$86.8K +2,190 +2%
OGC
655
Oak Grove Capital
New Hampshire
$4.17M +$3.6M +90,948 +638%
QP
656
Quilter Plc
United Kingdom
$4.17M +$4.17M +105,153 New
BIMC
657
Benson Investment Management Company
Virginia
$4.16M +$11.9K +300 +0.3%
ECM
658
Everence Capital Management
Indiana
$4.14M -$55.5K -1,401 -1%
CA
659
Cetera Advisors
Colorado
$4.11M +$107K +2,694 +3%
MWVC
660
Morgens Waterfall Vintiadis & Co
New York
$4.1M – – –
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$4.09M -$103K -2,607 -2%
VFA
662
Valeo Financial Advisors
Indiana
$4.09M -$36.1K -912 -0.9%
PBC
663
Pavion Blue Capital
California
$4.09M +$4.09M +103,218 New
NB
664
Northwest Bancshares
Pennsylvania
$4.09M +$99.4K +2,508 +2%
HAG
665
HighPoint Advisor Group
Illinois
$4.08M -$120K -3,117 -3%
FFA
666
Fragasso Financial Advisors
Pennsylvania
$4.07M +$230K +5,814 +6%
BNP Paribas Asset Management
667
BNP Paribas Asset Management
France
$4.06M -$235K -5,940 -5%
CCM
668
Coldstream Capital Management
Washington
$4.05M +$232K +5,862 +6%
SFA
669
Sequoia Financial Advisors
Ohio
$4.04M +$2.62M +66,168 +185%
FNBOMD
670
First National Bank of Mount Dora
Florida
$4.03M +$1.78K +45 +0%
FMBTD
671
First Midwest Bank Trust Division
Illinois
$4.03M +$151K +3,810 +4%
Cetera Investment Advisers
672
Cetera Investment Advisers
Illinois
$4.01M +$275K +6,909 +7%
MC
673
MRJ Capital
New York
$4.01M -$47.5K -1,200 -1%
KRSITF
674
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.99M +$5.94K +150 +0.1%
GT
675
Greenleaf Trust
Michigan
$3.98M +$905K +22,857 +29%
25 26
27
28 29