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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 %
GJIC
701
Gamble Jones Investment Counsel
California
$3.75M +$800K +20,193 +27%
AWM
702
Avitas Wealth Management
California
$3.75M +$6.77K +171 +0.2%
MIG
703
McGuire Investment Group
Rhode Island
$3.75M +$13K +327 +0.3%
WCM
704
Windward Capital Management
California
$3.74M +$711K +17,937 +23%
PWAP
705
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.73M +$24.4K +627 +0.7%
DT
706
Diversified Trust
Tennessee
$3.73M +$1.55M +39,234 +71%
OAM
707
Optimal Asset Management
California
$3.73M +$3.73M +94,116 New
Fuller & Thaler Asset Management
708
Fuller & Thaler Asset Management
California
$3.73M +$620K +15,645 +20%
DIS
709
Diversified Investment Strategies
Louisiana
$3.72M -$1.99M -50,256 -35%
S
710
Seeyond
France
$3.72M +$54.1K +1,365 +1%
SP
711
Symmetry Partners
Connecticut
$3.71M +$284K +7,167 +8%
BA
712
Baugh & Associates
Georgia
$3.69M -$20.4K -516 -0.6%
WAS
713
Wesleyan Assurance Society
United Kingdom
$3.68M – – –
LA
714
LVW Advisors
New York
$3.67M +$400K +10,098 +12%
NIA
715
Northstar Investment Advisors
Colorado
$3.64M -$16.6K -420 -0.5%
HI
716
HBK Investments
Texas
$3.63M +$23.9K +603 +0.7%
TNB
717
TCF National Bank
South Dakota
$3.62M -$1.2M -30,243 -25%
SCP
718
Silverleafe Capital Partners
Tennessee
$3.62M -$14.9K -375 -0.4%
GIM
719
Grassi Investment Management
California
$3.6M – – –
FB
720
Fulton Bank
Pennsylvania
$3.6M +$170K +4,287 +5%
CAL
721
Capital Analysts LLC
Pennsylvania
$3.59M -$54.1K -1,365 -1%
PAI
722
Pittenger & Anderson Inc
Nebraska
$3.58M +$10.1K +255 +0.3%
SA
723
Silversage Advisors
California
$3.58M +$3.58M +90,246 New
JAM
724
Jolley Asset Management
North Carolina
$3.57M -$294K -7,425 -8%
WKWM
725
Walter & Keenan Wealth Management
Indiana
$3.53M -$58.9K -1,488 -2%
27 28
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