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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 %
CC
1376
Courier Capital
New York
$777K +$17.5K +447 +2%
NCM
1377
Narwhal Capital Management
Georgia
$776K +$21.5K +543 +3%
NEIRG
1378
New England Investment & Retirement Group
Massachusetts
$776K +$35.7K +900 +5%
BFPW
1379
BOK Financial Private Wealth
Colorado
$776K +$80.7K +2,037 +12%
BMC
1380
Beaton Management Company
Massachusetts
$775K – – –
CRWM
1381
Castle Rock Wealth Management
California
$772K +$564K +14,646 +270%
BFO
1382
Boston Family Office
Massachusetts
$770K -$11.9K -300 -2%
MFG
1383
Magnus Financial Group
New York
$760K +$1.43K +36 +0.2%
IRC
1384
Investors Research Corp
Georgia
$756K -$1.19K -30 -0.2%
BBL
1385
Beck Bode LLC
Massachusetts
$754K -$37.3K -942 -5%
AB
1386
Atlas Brown
Kentucky
$753K -$594 -15 -0.1%
ANB
1387
Amarillo National Bank
Texas
$752K – – –
Rafferty Asset Management
1388
Rafferty Asset Management
New York
$748K +$6.65K +168 +0.9%
VCM
1389
Violich Capital Management
California
$746K – – –
WLIM
1390
White Lighthouse Investment Management
Massachusetts
$742K – – –
SBSB
1391
Sullivan, Bruyette, Speros & Blaney
Virginia
$742K +$69K +1,743 +10%
LRPA
1392
L. Roy Papp & Associates
Arizona
$741K -$2.85K -72 -0.4%
EDRIA
1393
Edmonds Duncan Registered Investment Advisors
Kansas
$741K – – –
AFG
1394
Arkansas Financial Group
Arkansas
$741K +$2.02K +51 +0.3%
WWM
1395
Windsor Wealth Management
Indiana
$741K +$40.6K +1,026 +6%
CHP
1396
Cable Hill Partners
Oregon
$739K -$8.32K -210 -1%
VNA
1397
Valley National Advisers
Pennsylvania
$738K +$10.5K +264 +1%
CHJWM
1398
Carlton Hofferkamp & Jenks Wealth Management
Texas
$738K +$134K +3,480 +22%
WANY
1399
Wealthspire Advisors (New York)
New York
$737K +$174K +4,383 +31%
EFS
1400
Essex Financial Services
Connecticut
$732K +$6.78K +171 +0.9%
54 55
56
57 58