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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 %
FFA
1401
First Foundation Advisors
California
$730K +$50.9K +1,284 +7%
AS
1402
Altshuler Shaham
Israel
$727K +$720K +18,183 +10,633%
TF
1403
TLWM Financial
Texas
$726K -$10.3K -258 -1%
KFGK
1404
Keystone Financial Group (Kentucky)
Kentucky
$725K -$7.73K -195 -1%
WWM
1405
WT Wealth Management
Arizona
$721K -$34.5K -867 -5%
SFSIG
1406
San Francisco Sentry Investment Group
California
$721K +$16.5K +417 +2%
HPC
1407
Hobart Private Capital
North Carolina
$720K +$56.2K +1,419 +8%
MPAM
1408
Murphy Pohlad Asset Management
Minnesota
$717K – – –
ACWM
1409
Adams Chetwood Wealth Management
North Carolina
$717K +$717K +18,096 New
CWM
1410
Centric Wealth Management
Illinois
$711K +$35.2K +888 +5%
ACM
1411
AlphaStar Capital Management
North Carolina
$710K +$32.3K +816 +5%
CC
1412
Chicago Capital
Illinois
$709K – – –
PTP
1413
Platform Technology Partners
New York
$700K +$700K +17,673 New
B
1414
Bridgeworth
Alabama
$698K – – –
PWPS
1415
Pinnacle Wealth Planning Services
Ohio
$696K +$50.7K +1,281 +8%
ATC
1416
Adirondack Trust Company
New York
$691K +$66.1K +1,731 +11%
LOPW
1417
Live Oak Private Wealth
North Carolina
$691K +$691K +17,439 New
EBSAM
1418
Eubel Brady & Suttman Asset Management
Ohio
$689K +$87.9K +2,220 +15%
ACP
1419
Aviance Capital Partners
Florida
$688K +$136K +3,426 +25%
CCM
1420
Crabel Capital Management
California
$687K +$271K +6,840 +65%
ONST
1421
Old North State Trust
North Carolina
$685K -$3.8K -96 -0.6%
TPWA
1422
TRUE Private Wealth Advisors
Oregon
$685K +$229K +5,754 +50%
CIA
1423
CSat Investment Advisory
Michigan
$684K +$95.7K +2,415 +16%
CPC
1424
Cookson Peirce & Co
Pennsylvania
$683K +$35.2K +888 +5%
SSWM
1425
Sheets Smith Wealth Management
North Carolina
$682K +$595 +15 +0.1%
55 56
57
58 59