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 %
EMG
826
Ellington Management Group
Connecticut
$2.72M +$1.02M +25,800 +60%
Massachusetts Financial Services
827
Massachusetts Financial Services
Massachusetts
$2.72M +$2.72M +68,700 New
PAM
828
Palisade Asset Management
Minnesota
$2.72M +$89.1K +2,250 +3%
HCM
829
Hengehold Capital Management
Ohio
$2.71M +$37.9K +957 +1%
CAI
830
Capital Advisors Inc
Oklahoma
$2.7M -$35.5K -897 -1%
RP
831
Riverbridge Partners
Minnesota
$2.7M -$40.2K -1,014 -1%
NAM
832
North American Management
Massachusetts
$2.7M – – –
IRF
833
IBM Retirement Fund
New York
$2.7M -$107K -2,706 -4%
CCM
834
Crossvault Capital Management
Texas
$2.68M -$187K -4,725 -7%
BL
835
BFSG LLC
California
$2.67M +$4.75K +120 +0.2%
TWM
836
Torch Wealth Management
Ohio
$2.67M -$14.9K -375 -0.6%
JSL
837
JT Stratford LLC
Georgia
$2.66M +$6.77K +171 +0.3%
CWM
838
Cordatus Wealth Management
Pennsylvania
$2.66M +$939K +23,706 +54%
PHS
839
Pekin Hardy Strauss
Illinois
$2.66M -$11.9K -300 -0.4%
MJRIC
840
Mogy Joel R Investment Counsel
California
$2.65M – – –
MME
841
Meag Munich Ergo
Germany
$2.64M -$8.51M -213,789 -76%
BFA
842
Benedict Financial Advisors
Georgia
$2.63M -$62.8K -1,584 -2%
IA
843
IFP Advisors
Florida
$2.63M -$2.71M -68,091 -51%
CIC
844
Carnegie Investment Counsel
Ohio
$2.62M +$81.5K +2,058 +3%
MIH
845
Meitav Investment House
Israel
$2.62M +$392K +9,894 +18%
MIC
846
Meridian Investment Counsel
California
$2.61M -$3.57K -90 -0.1%
JWCA
847
J.W. Cole Advisors
Florida
$2.61M +$2.61M +65,856 New
WCA
848
Westover Capital Advisors
Delaware
$2.6M -$153K -3,873 -6%
SFA
849
Stewardship Financial Advisors
Georgia
$2.6M +$76.2K +1,923 +3%
CCT
850
Capital City Trust
Florida
$2.6M +$35.7K +900 +1%
32 33
34
35 36