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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 %
ETI
851
Enterprise Trust & Investment
California
$2.59M – – –
RMAM
852
Raab & Moskowitz Asset Management
New Jersey
$2.59M -$49.1K -1,239 -2%
CS
853
Comerica Securities
Michigan
$2.58M -$25.8K -648 -1%
SLG
854
Stanley-Laman Group
Pennsylvania
$2.57M -$182K -4,602 -7%
AWA
855
ARS Wealth Advisors
Florida
$2.56M -$40.3K -1,017 -2%
BWM
856
BerganKDV Wealth Management
Minnesota
$2.56M +$68.7K +1,734 +3%
PCAP
857
Pratt Collard Advisory Partners
New York
$2.56M -$48.1K -1,215 -2%
HCA
858
Horan Capital Advisors
Ohio
$2.55M -$69.6K -1,758 -3%
CI
859
Conning Inc
Connecticut
$2.55M -$22.6K -570 -0.9%
PCM
860
Parsons Capital Management
Rhode Island
$2.55M +$997K +25,167 +64%
ST
861
Somerset Trust
Pennsylvania
$2.55M +$49.1K +1,239 +2%
WIC
862
Woodmont Investment Counsel
Tennessee
$2.54M +$2.14K +54 +0.1%
BAM
863
Blueshift Asset Management
New Jersey
$2.54M +$2.54M +64,113 New
DP
864
Dearborn Partners
Illinois
$2.54M +$579K +14,613 +30%
CG
865
CFO4Life Group
Texas
$2.53M -$38.3K -966 -1%
HCM
866
Hudson Capital Management
New Jersey
$2.52M -$37.4K -945 -1%
LS
867
Livforsakringsbolaget Skandia
Sweden
$2.52M -$701K -17,700 -22%
MAFM
868
Mid Atlantic Financial Management
Pennsylvania
$2.51M +$146K +3,690 +6%
FFM
869
Fullerton Fund Management
Singapore
$2.5M +$2.5M +63,108 New
TG
870
TCW Group
California
$2.5M -$28.5K -720 -1%
RA
871
RFG Advisory
Alabama
$2.48M +$310K +7,836 +14%
BFA
872
Brendel Financial Advisors
New Hampshire
$2.47M +$47.1K +1,188 +2%
S
873
SignatureFD
Georgia
$2.47M +$65.1K +1,644 +3%
KJHP
874
K.J. Harrison & Partners
Ontario, Canada
$2.46M -$13.1K -330 -0.5%
CDH
875
Charles D. Hyman
$2.46M +$79.7K +2,013 +3%
33 34
35
36 37