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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 %
CIA
1051
Choate Investment Advisors
Massachusetts
$1.62M +$4.64K +117 +0.3%
SFM
1052
Signet Financial Management
New Jersey
$1.62M +$47.7K +1,203 +3%
AA
1053
Argent Advisors
Louisiana
$1.62M +$1.62M +41,283 New
TFS
1054
TrustCore Financial Services
Tennessee
$1.61M +$57.4K +1,449 +4%
HCP
1055
Holt Capital Partners
Texas
$1.61M – – –
CIAS
1056
Capital Investment Advisory Services
North Carolina
$1.61M +$7.25K +183 +0.5%
MFWM
1057
Motley Fool Wealth Management
Virginia
$1.61M +$273K +6,888 +20%
MIC
1058
Means Investment Company
Maine
$1.6M +$1.27K +33 +0.1%
ISWM
1059
Independent Solutions Wealth Management
New York
$1.58M +$1.58M +39,867 New
MF
1060
Magnetar Financial
Illinois
$1.58M +$1.58M +39,804 New
CC
1061
ClearArc Capital
Ohio
$1.57M -$735K -18,543 -32%
DWA
1062
Douglass Winthrop Advisors
New York
$1.57M -$365K -9,219 -19%
TAIM
1063
TD Ameritrade Investment Management
Nebraska
$1.57M -$235K -5,928 -13%
ST
1064
Smithfield Trust
Pennsylvania
$1.57M -$85K -2,145 -5%
LWAC
1065
Laurel Wealth Advisors (California)
California
$1.57M -$62.5K -1,578 -4%
CG
1066
Colony Group
Massachusetts
$1.57M -$47.5K -1,200 -3%
CC
1067
Cedar Capital
Illinois
$1.56M +$202K +5,103 +15%
BS
1068
Boenning & Scattergood
Pennsylvania
$1.56M -$75.6K -1,908 -5%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$1.56M – – –
TCOO
1070
Trust Company of Oklahoma
Oklahoma
$1.55M -$475 -12 -0%
SACTSONJ
1071
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.55M – – –
SFO
1072
Stokes Family Office
Louisiana
$1.55M +$1.55M +38,994 New
GC
1073
Gratus Capital
Georgia
$1.54M -$30.3K -765 -2%
GGI
1074
Godsey & Gibb Inc
Virginia
$1.54M -$66.6K -1,680 -4%
CWP
1075
CFM Wealth Partners
Texas
$1.54M +$1.54M +39,855 New
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43
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