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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 %
SLT
1226
St Louis Trust
Missouri
$1.11M – – –
LCM
1227
Logan Capital Management
Pennsylvania
$1.11M – – –
AWM
1228
Aberdeen Wealth Management
Illinois
$1.11M +$1.11M +27,954 New
FSA
1229
Fort Sheridan Advisors
Illinois
$1.1M +$45.4K +1,146 +4%
AWA
1230
Arkadios Wealth Advisors
Georgia
$1.1M +$1.1M +28,041 New
ICM
1231
IMS Capital Management
Oregon
$1.1M -$11.9K -300 -1%
BCM
1232
Breiter Capital Management
Florida
$1.1M +$1.43K +36 +0.1%
HS
1233
Haafor (Singapore)
Singapore
$1.1M +$1.1M +27,639 New
FAIM
1234
Financial Advocates Investment Management
Washington
$1.09M +$103K +2,595 +10%
AFP
1235
Ausdal Financial Partners
Iowa
$1.09M +$107K +2,772 +11%
FBT
1236
First Bankers Trust
Kentucky
$1.09M – – –
FHC
1237
First Heartland Consultants
Missouri
$1.08M -$37K -933 -3%
RPC
1238
Rossmore Private Capital
Connecticut
$1.08M +$15.5K +390 +1%
SRAM
1239
Spouting Rock Asset Management
Pennsylvania
$1.08M +$1.08M +27,282 New
SCM
1240
Spreng Capital Management
Ohio
$1.08M +$1.08M +27,291 New
VFPI
1241
Vantage Financial Partners (Illinois)
Illinois
$1.08M – – –
IWC
1242
Integrated Wealth Concepts
Massachusetts
$1.08M +$388K +9,810 +57%
GCM
1243
Gibraltar Capital Management
Oklahoma
$1.07M +$3.8K +96 +0.4%
DA
1244
Dillon & Associates
Michigan
$1.07M +$20.1K +507 +2%
IFS
1245
Ifrah Financial Services
Arkansas
$1.07M -$150K -3,789 -12%
POIA
1246
Pin Oak Investment Advisors
Texas
$1.07M -$86.5K -2,184 -7%
QCMC
1247
Quantum Capital Management (California)
California
$1.07M +$3.57K +90 +0.3%
BCM
1248
Birmingham Capital Management
Alabama
$1.06M – – –
MGIM
1249
M&G Investment Management
United Kingdom
$1.06M +$1.06M +26,769 New
FWP
1250
FAS Wealth Partners
Kansas
$1.06M -$126K -3,171 -11%
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