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Walmart Inc
WMT

2,142 hedge funds and large institutions have $103B invested in Walmart Inc in 2019 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 800 increasing their positions, 785 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 77

9% more funds holding

Funds holding: 1,966 → 2,142 (+176)

2% more repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 785

0% more capital invested

Capital invested by funds: $102B → $103B (+$275M)

0.25% more ownership

Funds ownership: 91.13% → 91.38% (+0.25%)

15% less funds holding in top 10

Funds holding in top 10: 97 → 82 (-15)

27% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.87B

Holders
2,142
Holders Change
+176
Holders Change %
+8.95%
% 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
283
Increased
800
Reduced
785
Closed
77
Calls
$1.38B
Puts
$1.87B
Net Calls
-$497M
Net Calls Change
-$424M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$206M
2
Renaissance Technologies
Renaissance Technologies
New York
+$192M
3
Goldman Sachs
Goldman Sachs
New York
+$192M
4
Norges Bank
Norges Bank
Norway
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$184M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$560M
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
-$178M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$177M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
Windsor Capital Management
Arizona
$1.81M -$4.65K -117 -0.3%
SMC
1002
Smith, Moore & Co
Missouri
$1.81M -$330K -8,301 -15%
SWM
1003
SeaCrest Wealth Management
New York
$1.81M +$617K +15,528 +52%
TPCW
1004
TD Private Client Wealth
New York
$1.8M +$1.81M +45,534 New
SP
1005
Successful Portfolios
Florida
$1.8M -$68.4K -1,722 -4%
RHDIC
1006
R.H. Dinel Investment Counsel
California
$1.79M – – –
WMSA
1007
Weiss Multi-Strategy Advisers
New York
$1.78M -$2.37M -59,745 -57%
PCC
1008
Park Circle Company
Maryland
$1.78M – – –
SCCM
1009
Schafer Cullen Capital Management
New York
$1.78M +$92.3K +2,325 +5%
KLCM
1010
KG&L Capital Management
Louisiana
$1.77M -$33.4K -840 -2%
TTWM
1011
TCV Trust & Wealth Management
Virginia
$1.77M – – –
SNBOSD
1012
Security National Bank of So Dak
Iowa
$1.77M +$22.9K +576 +1%
BSB
1013
Bangor Savings Bank
Maine
$1.77M +$39.4K +993 +2%
TCOT
1014
Trust Company of Toledo
Ohio
$1.76M – – –
CFG
1015
Capstone Financial Group
Oklahoma
$1.75M +$1.76M +44,262 New
S
1016
SimplyRich
California
$1.75M – – –
SCM
1017
Shelton Capital Management
Colorado
$1.75M -$126K -3,165 -7%
MIM
1018
Miller Investment Management
Pennsylvania
$1.75M – – –
IUHSA
1019
Itau Unibanco Holding S.A.
Brazil
$1.75M +$345K +8,700 +25%
NC
1020
NovaPoint Capital
Georgia
$1.75M +$1.75M +44,091 New
Assenagon Asset Management
1021
Assenagon Asset Management
Luxembourg
$1.74M -$38.5M -969,138 -96%
TC
1022
Telemus Capital
Michigan
$1.74M -$10.1K -255 -0.6%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$1.34M +33,834 +339%
PAM
1024
Paradigm Asset Management
New York
$1.74M +$83.4K +2,100 +5%
NSIM
1025
North Star Investment Management
Illinois
$1.73M +$232K +5,841 +15%
39 40
41
42 43

WMT Hedge Fund Activity: Q4 2019 in Review

2,142 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2019, worth a combined $103B — up 0.27% from $102B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new WMT positions and 77 closed out — a net gain of 206 holders — while 800 added to existing stakes and 785 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was T. Rowe Price Associates, cutting an estimated $560M.

  • 2,142 institutional investors held Walmart Inc (WMT) as of Q4 2019, up from 1,966 in Q3 2019.
  • Funds reported $103B of Walmart Inc stock for Q4 2019, up 0.27% quarter-over-quarter.
  • 283 funds opened new Walmart Inc positions in Q4 2019 and 77 closed out, a net change of +206 holders.
  • The largest Walmart Inc buyer in Q4 2019 was UBS AM, an estimated $206M added.
  • The largest Walmart Inc seller in Q4 2019 was T. Rowe Price Associates, an estimated $560M sold.

Based on aggregated 13F filings for Q4 2019.