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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 %
SP
1001
Successful Portfolios
Florida
$1.8M -$68.2K -1,722 -4%
RHDIC
1002
R.H. Dinel Investment Counsel
California
$1.79M – – –
WMSA
1003
Weiss Multi-Strategy Advisers
New York
$1.78M -$2.37M -59,745 -57%
PCC
1004
Park Circle Company
Maryland
$1.78M – – –
SCCM
1005
Schafer Cullen Capital Management
New York
$1.78M +$92.1K +2,325 +5%
KLCM
1006
KG&L Capital Management
Louisiana
$1.78M -$33.3K -840 -2%
TTWM
1007
TCV Trust & Wealth Management
Virginia
$1.77M – – –
SNBOSD
1008
Security National Bank of So Dak
Iowa
$1.77M +$22.8K +576 +1%
BSB
1009
Bangor Savings Bank
Maine
$1.77M +$39.3K +993 +2%
TCOT
1010
Trust Company of Toledo
Ohio
$1.76M – – –
CFG
1011
Capstone Financial Group
Oklahoma
$1.75M +$1.75M +44,262 New
S
1012
SimplyRich
California
$1.75M – – –
SCM
1013
Shelton Capital Management
Colorado
$1.75M -$125K -3,165 -7%
MIM
1014
Miller Investment Management
Pennsylvania
$1.75M – – –
IUHSA
1015
Itau Unibanco Holding S.A.
Brazil
$1.75M +$345K +8,700 +25%
NC
1016
NovaPoint Capital
Georgia
$1.75M +$1.75M +44,091 New
Assenagon Asset Management
1017
Assenagon Asset Management
Luxembourg
$1.74M -$38.4M -969,138 -96%
TC
1018
Telemus Capital
Michigan
$1.74M -$10.1K -255 -0.6%
WAP
1019
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$1.34M +33,834 +339%
PAM
1020
Paradigm Asset Management
New York
$1.74M +$83.2K +2,100 +5%
NSIM
1021
North Star Investment Management
Illinois
$1.73M +$231K +5,841 +15%
FA
1022
FDx Advisors
Illinois
$1.73M -$2.38K -60 -0.1%
GEA
1023
Glen Eagle Advisors
New Jersey
$1.72M +$383K +9,669 +29%
TPA
1024
Trivium Point Advisory
Connecticut
$1.72M -$3.21K -81 -0.2%
CAM
1025
Cresset Asset Management
Illinois
$1.72M +$316K +7,935 +23%
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