WMT icon

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 %
FMW
1076
Farr Miller & Washington
District of Columbia
$1.53M +$12K +303 +0.8%
IWA
1077
IBEX Wealth Advisors
New Jersey
$1.52M +$109K +2,754 +8%
AIM
1078
AMI Investment Management
Indiana
$1.52M -$67.2K -1,695 -4%
LBD
1079
Landsberg Bennett & Dubbaneh
Florida
$1.52M +$670K +16,848 +79%
QWM
1080
QP Wealth Management
New Jersey
$1.52M +$1.52M +39,072 New
CFA
1081
Carroll Financial Associates
North Carolina
$1.52M +$27.9K +705 +2%
CBFP
1082
Cedar Brook Financial Partners
Ohio
$1.51M -$31.9K -804 -2%
ACA
1083
Atlas Capital Advisors
Wyoming
$1.51M -$29.2K -738 -2%
GIM
1084
Guardian Investment Management
California
$1.51M – – –
SWM
1085
Sculati Wealth Management
Michigan
$1.51M +$1.51M +37,995 New
PCM
1086
Penserra Capital Management
California
$1.5M -$927K -24,360 -38%
PL
1087
Plancorp LLC
Missouri
$1.5M -$16.9K -426 -1%
TIA
1088
Trust Investment Advisors
Indiana
$1.5M -$23.8K -600 -2%
3C
1089
361 Capital
Colorado
$1.5M +$5.11K +129 +0.3%
MCM
1090
Manchester Capital Management
Vermont
$1.49M – – –
BFC
1091
Blue Fin Capital
Rhode Island
$1.49M +$9.98K +252 +0.7%
RBFC
1092
Roman Butler Fullerton & Co
Missouri
$1.48M -$12.2K -309 -0.8%
DLA
1093
Douglas Lane & Associates
New York
$1.48M +$38.9K +981 +3%
KP
1094
Keel Point
Alabama
$1.47M +$242K +6,105 +20%
BOS
1095
Bank of Stockton
California
$1.47M -$11.9K -300 -0.8%
PWMAG
1096
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M -$15.4K -390 -1%
CIM
1097
CenturyLink Investment Management
Colorado
$1.47M -$198K -5,001 -12%
IP
1098
Intellectus Partners
California
$1.47M -$83.6K -2,100 -5%
DWT
1099
Dorsey & Whitney Trust
South Dakota
$1.47M +$155K +3,924 +12%
VIG
1100
Vienna Insurance Group
Poland
$1.45M -$676K -17,061 -32%
42 43
44
45 46