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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 %
EGA
1326
Eagle Global Advisors
Texas
$861K +$8.92K +225 +1%
DS
1327
DRW Securities
Illinois
$860K +$860K +21,708 New
WA
1328
Wheatland Advisors
Pennsylvania
$856K -$487K -12,300 -36%
IPW
1329
Inlet Private Wealth
Florida
$856K – – –
AWA
1330
Arete Wealth Advisors
Illinois
$855K -$129K -3,270 -13%
TSWM
1331
Triangle Securities Wealth Management
North Carolina
$854K -$21.4K -540 -2%
EAM
1332
Evanson Asset Management
California
$853K +$11.9K +300 +1%
ECM
1333
ETrade Capital Management
Virginia
$853K +$19.7K +498 +2%
LCM
1334
Liberty Capital Management
Michigan
$845K – – –
CL
1335
Choreo LLC
Illinois
$845K +$34.4K +864 +4%
PA
1336
Procyon Advisors
Connecticut
$844K +$844K +21,297 New
EWA
1337
Exencial Wealth Advisors
Oklahoma
$842K -$59.4K -1,500 -7%
WJWM
1338
Williams Jones Wealth Management
New York
$839K +$25K +630 +3%
GAM
1339
Gould Asset Management
California
$837K +$37.4K +945 +5%
HH
1340
HWG Holdings
Texas
$833K +$558K +14,073 +203%
CC
1341
Cannell & Co
New York
$832K -$8.91K -225 -1%
CBA
1342
Coastal Bridge Advisors
Connecticut
$828K – – –
VVP
1343
Venture Visionary Partners
Ohio
$824K +$824K +20,802 New
VHAM
1344
Van Hulzen Asset Management
California
$822K -$246K -6,219 -23%
LFA
1345
Landmark Financial Advisors
Kentucky
$817K +$61.4K +1,590 +8%
I2I
1346
Insight 2811 Inc
Illinois
$814K -$83.1K -2,100 -9%
FCA
1347
FinTrust Capital Advisors
South Carolina
$808K -$54.1K -1,365 -6%
PWM
1348
PBMares Wealth Management
Virginia
$808K +$808K +20,391 New
MFW
1349
Mosaic Family Wealth
Missouri
$806K -$50.5K -1,275 -6%
BMA
1350
Brooks Moore & Associates
Tennessee
$806K -$11.8K -297 -1%
52 53
54
55 56