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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 %
DRS
1101
Deane Retirement Strategies
Louisiana
$1.45M -$1.51M -38,226 -51%
BBWA
1102
Bell & Brown Wealth Advisors
California
$1.45M -$30.6K -798 -2%
BCV
1103
Banque Cantonale Vaudoise
Switzerland
$1.45M +$1.45M +36,633 New
BFM
1104
Boston Financial Management
Massachusetts
$1.45M -$5.94K -150 -0.4%
NFG
1105
Nations Financial Group
Iowa
$1.45M +$507K +12,804 +54%
PFBT
1106
Parkside Financial Bank & Trust
Missouri
$1.44M -$79.3K -2,001 -5%
SOAMC
1107
Spirit of America Management Corp
New York
$1.44M +$149K +3,750 +12%
MFG
1108
MidWestOne Financial Group
Iowa
$1.44M +$165K +4,164 +13%
Koshinski Asset Management
1109
Koshinski Asset Management
Illinois
$1.44M +$106K +2,670 +8%
SWP
1110
Strategic Wealth Partners
Ohio
$1.43M +$9.75K +246 +0.7%
VAM
1111
Verity Asset Management
North Carolina
$1.42M -$63.6K -1,605 -4%
QCIG
1112
Quad-Cities Investment Group
Iowa
$1.42M -$47.6K -1,200 -3%
RG
1113
Rathbones Group
United Kingdom
$1.42M -$572K -14,445 -29%
PP
1114
Professional Planning
California
$1.42M +$166K +4,194 +13%
CLOS
1115
Compagnie Lombard Odier SCmA
Switzerland
$1.41M -$51.1K -1,290 -3%
QI
1116
Qtron Investments
Massachusetts
$1.4M – – –
GWMIA
1117
Global Wealth Management Investment Advisory
Florida
$1.4M -$539K -13,608 -28%
FDS
1118
First Dallas Securities
Texas
$1.4M -$17.8K -450 -1%
CCG
1119
Ceeto Capital Group
Florida
$1.39M – – –
PFT
1120
Providence First Trust
Arizona
$1.39M – – –
FFBTD
1121
First Financial Bank - Trust Division
Ohio
$1.38M -$2.38K -60 -0.2%
GI
1122
GAMCO Investors
Connecticut
$1.38M -$91.4K -2,307 -6%
EP
1123
Edgestream Partners
New Jersey
$1.38M +$272K +6,879 +25%
BHIA
1124
Birch Hill Investment Advisors
Massachusetts
$1.37M -$103K -2,610 -7%
GCM
1125
Grisanti Capital Management
New York
$1.37M -$1.31K -33 -0.1%
43 44
45
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