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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 %
FFSOTS
976
Fiduciary Financial Services of The Southwest
Texas
$1.89M +$71.8K +1,812 +4%
BO
977
BRR OpCo
Ohio
$1.89M -$54.9K -1,386 -3%
SIM
978
Stratos Investment Management
Ohio
$1.89M +$279K +7,053 +17%
DPIM
979
Duff & Phelps Investment Management
Illinois
$1.89M +$23.8K +600 +1%
GCM
980
Gables Capital Management
Florida
$1.88M – – –
SCM
981
Smith Capital Management
Arkansas
$1.87M +$70.9K +1,791 +4%
CT
982
Cambridge Trust
Massachusetts
$1.86M +$17.2K +435 +0.9%
WPA
983
Winning Points Advisors
Florida
$1.86M – – –
ET
984
Equitable Trust
Tennessee
$1.86M -$26.5K -669 -1%
PMG
985
ProVise Management Group
Florida
$1.85M -$83.9K -2,118 -4%
Lido Advisors
986
Lido Advisors
California
$1.84M +$772K +19,413 +72%
MBT
987
Montecito Bank & Trust
California
$1.84M +$73.6K +1,857 +4%
PHIMC
988
Private Harbour Investment Management & Counsel
Ohio
$1.84M -$64.2K -1,620 -3%
CI
989
CX Institutional
Indiana
$1.84M +$10.9K +276 +0.6%
BUB
990
BBVA USA Bancshares
Texas
$1.84M -$78.9K -1,992 -4%
VCM
991
Virtue Capital Management
Tennessee
$1.84M -$14.4K -363 -0.8%
CBU
992
CIBC Bank USA
Illinois
$1.83M -$31.5K -795 -2%
TCOV
993
Trust Company of Vermont
Vermont
$1.83M +$22K +555 +1%
CFGS
994
Concourse Financial Group Securities
Alabama
$1.82M +$1.35M +33,903 +284%
PWA
995
Providence Wealth Advisors
Illinois
$1.82M -$66.4K -1,683 -4%
SIAP
996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.81M +$11.8K +297 +0.7%
WCM
997
Windsor Capital Management
Arizona
$1.81M -$4.63K -117 -0.3%
SMC
998
Smith, Moore & Co
Missouri
$1.81M -$329K -8,301 -15%
SWM
999
SeaCrest Wealth Management
New York
$1.81M +$615K +15,528 +52%
TPCW
1000
TD Private Client Wealth
New York
$1.8M +$1.8M +45,534 New
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40
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