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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 %
SCM
1151
SOL Capital Management
Maryland
$1.31M -$2.85K -72 -0.2%
KPW
1152
Kore Private Wealth
New York
$1.31M +$18.7K +471 +1%
HA
1153
Harbor Advisors
Florida
$1.31M – – –
WSCM
1154
Wellington Shields Capital Management
New York
$1.3M -$11.9K -300 -0.9%
EFSCE
1155
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M +$51.7K +1,305 +4%
KWM
1156
Kingsview Wealth Management
Oregon
$1.28M +$454K +11,457 +55%
IP
1157
Investment Partners
Ohio
$1.28M -$23.8K -600 -2%
TC
1158
TownSquare Capital
Utah
$1.28M +$90.2K +2,277 +8%
ZIC
1159
ZWJ Investment Counsel
Georgia
$1.28M +$793K +20,028 +165%
CI Investments Inc
1160
CI Investments Inc
Ontario, Canada
$1.27M -$19.7K -498 -2%
BPGAM
1161
BTG Pactual Global Asset Management
Bermuda
$1.27M +$1.27M +32,085 New
NAS
1162
Nicolet Advisory Services
Wisconsin
$1.27M +$199K +5,025 +19%
CGL
1163
Clarius Group LLC
Washington
$1.27M -$61.8K -1,608 -5%
SFFS
1164
Stonehage Fleming Financial Services
Jersey
$1.27M +$1.27M +31,980 New
LCP
1165
Legacy Capital Partners
Wisconsin
$1.26M +$30.3K +765 +2%
HB
1166
Homrich & Berg
Georgia
$1.26M +$20.6K +519 +2%
SM
1167
Sciencast Management
New Jersey
$1.26M +$1.26M +32,637 New
WP
1168
WealthPLAN Partners
Nebraska
$1.26M -$61.5K -1,593 -5%
BP
1169
BBR Partners
New York
$1.26M +$1.26M +31,713 New
PAM
1170
Pegasus Asset Management
New York
$1.25M +$13.6K +342 +1%
Kayne Anderson Rudnick Investment Management
1171
Kayne Anderson Rudnick Investment Management
California
$1.25M +$2.02K +51 +0.2%
BCM
1172
Brookstone Capital Management
Illinois
$1.25M +$140K +3,522 +13%
NFG
1173
Next Financial Group
Texas
$1.25M +$8.32K +210 +0.7%
LOIM
1174
Liberty One Investment Management
Illinois
$1.24M +$1.24M +31,377 New
WPC
1175
White Pine Capital
Minnesota
$1.24M -$33.3K -840 -3%
45 46
47
48 49