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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 %
BWA
926
BDO Wealth Advisors
Florida
$2.18M -$118K -2,982 -5%
LNB
927
Ledyard National Bank
$2.17M +$18.7K +471 +0.9%
NG
928
Northstar Group
New York
$2.17M -$29.7K -750 -1%
ADL
929
Asset Dedication LLC
California
$2.16M +$374K +9,468 +21%
MC
930
Martin & Co
Tennessee
$2.16M -$23.8K -600 -1%
FWM
931
Frontier Wealth Management
Missouri
$2.15M -$201K -5,076 -9%
DBIA
932
Dumont & Blake Investment Advisors
New Jersey
$2.15M +$2.38K +60 +0.1%
PAS
933
Park Avenue Securities
New York
$2.14M +$150K +3,789 +8%
MCM
934
Monument Capital Management
Virginia
$2.14M -$116K -2,925 -5%
MMHP
935
Murphy Middleton Hinkle & Parker
Georgia
$2.14M -$161K -4,071 -7%
HSA
936
HBK Sorce Advisory
Pennsylvania
$2.14M +$107K +2,700 +5%
MWM
937
Mattern Wealth Management
Kansas
$2.13M +$2.13M +53,862 New
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$2.13M +$15.8K +399 +0.7%
CL
939
CPWM LLC
Washington
$2.11M +$64.9K +1,638 +3%
1SB
940
1ST Source Bank
Indiana
$2.11M +$25K +630 +1%
YIA
941
YHB Investment Advisors
Connecticut
$2.1M +$41.6K +1,050 +2%
RWA
942
Ropes Wealth Advisors
Massachusetts
$2.1M -$82.6K -2,085 -4%
GIP
943
Greatmark Investment Partners
Georgia
$2.09M -$9.39K -237 -0.4%
FHB
944
First Hawaiian Bank
Hawaii
$2.08M -$702K -17,727 -25%
SW
945
SteelPeak Wealth
California
$2.08M +$2.08M +52,395 New
DFA
946
Delta Financial Advisors
Louisiana
$2.08M -$2.02K -51 -0.1%
TW
947
TrinityPoint Wealth
Connecticut
$2.07M -$186K -4,701 -8%
PNC
948
Park National Corp
Ohio
$2.07M +$31.1K +786 +2%
IWM
949
IHT Wealth Management
Illinois
$2.07M +$150K +3,789 +8%
CCA
950
Checchi Capital Advisers
California
$2.07M +$72.4K +1,827 +4%
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