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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 %
OAM
1251
Occidental Asset Management
California
$1.06M +$56.8K +1,434 +6%
PWMG
1252
Prestige Wealth Management Group
New Jersey
$1.05M -$7.84K -198 -0.7%
AG
1253
AlphaSimPlex Group
Massachusetts
$1.04M +$1.04M +26,313 New
GFPC
1254
Global Financial Private Client
Florida
$1.04M +$1.04M +26,226 New
WSC
1255
Wellington Shields & Co
New York
$1.04M +$491K +12,396 +90%
DAM
1256
Diamant Asset Management
Connecticut
$1.04M – – –
HCM
1257
Hollencrest Capital Management
California
$1.03M +$95.7K +2,415 +10%
FFS
1258
Founders Financial Securities
Maryland
$1.03M -$16.6K -420 -2%
SAM
1259
Summit Asset Management
Tennessee
$1.02M -$2.85K -72 -0.3%
EIA
1260
Edgemoor Investment Advisors
Maryland
$1.02M – – –
SXL
1261
Summit X LLC
Missouri
$1.02M +$7.15K +180 +0.7%
JAM
1262
JCIC Asset Management
Ontario, Canada
$1.02M -$28.9K -729 -3%
WFMPM
1263
Woodley Farra Manion Portfolio Management
Indiana
$1.02M – – –
HFM
1264
Hartford Financial Management
Connecticut
$1.02M +$196K +4,941 +24%
JT
1265
Jump Trading
Illinois
$1.01M +$1.01M +25,443 New
NRS
1266
Neville Rodie & Shaw
New York
$1.01M – – –
KWM
1267
Keebeck Wealth Management
Illinois
$1.01M +$1.01M +25,308 New
FIM
1268
Freedom Investment Management
Connecticut
$1.01M -$1.07K -27 -0.1%
HB
1269
Horizon Bancorp
Indiana
$999K +$999K +25,248 New
IB
1270
Intrust Bank
Kansas
$990K -$10.6K -267 -1%
VC
1271
Veracity Capital
Georgia
$987K +$987K +24,918 New
SCP
1272
Syntal Capital Partners
Texas
$980K -$28.4K -717 -3%
APG
1273
Abacus Planning Group
South Carolina
$968K -$101K -2,550 -9%
CIP
1274
Cornerstone Investment Partners
Georgia
$965K – – –
SMFG
1275
Sumitomo Mitsui Financial Group
Japan
$965K +$132K +3,327 +16%
49 50
51
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