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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 %
WC
1426
Whitnell & Co
Illinois
$682K +$16.9K +426 +3%
BAS
1427
Brown Advisory Securities
Maryland
$680K -$66.3K -1,671 -9%
BFG
1428
Barber Financial Group
Kansas
$678K -$28.9K -729 -4%
TMAM
1429
Tokio Marine Asset Management
Japan
$678K -$8.21K -207 -1%
FL
1430
Fort LP
Maryland
$678K +$245K +6,195 +57%
CHA
1431
Carmichael Hill & Associates
Maryland
$677K +$12.6K +318 +2%
SSW
1432
Smith Shellnut Wilson
Mississippi
$676K +$165K +4,176 +32%
FFN
1433
Focus Financial Network
Minnesota
$672K +$4.42K +111 +0.7%
TI
1434
Tidal Investments
Wisconsin
$670K +$95.5K +2,409 +17%
WA
1435
Waverly Advisors
Alabama
$669K -$100K -2,586 -13%
ECM
1436
Elgethun Capital Management
South Dakota
$669K +$4.63K +117 +0.7%
JGIA
1437
Jackson Grant Investment Advisers
Connecticut
$665K -$84.4K -2,130 -11%
SKK
1438
Shepherd Kaplan Krochuk
Massachusetts
$665K – – –
FDCC
1439
Foster Dykema Cabot & Co
Massachusetts
$662K -$258K -6,501 -28%
CF
1440
Copperwynd Financial
Arizona
$661K +$14.9K +375 +2%
BDWM
1441
Brewin Dolphin Wealth Management
Ireland
$660K – – –
FAT
1442
First American Trust
California
$658K -$92.4K -2,334 -12%
OL
1443
Optas LLC
Texas
$657K +$657K +16,551 New
PWAC
1444
Private Wealth Advisors (California)
California
$656K -$14.9K -375 -2%
TAM
1445
Townsend Asset Management
North Carolina
$656K +$656K +16,560 New
I
1446
IberiaBank
Louisiana
$654K -$54.9K -1,386 -8%
AIM
1447
Anchor Investment Management
South Carolina
$651K +$3.57K +90 +0.6%
PV
1448
Private Vista
Illinois
$646K +$1.43K +36 +0.2%
SWM
1449
Sugarloaf Wealth Management
Georgia
$644K +$644K +16,257 New
MCWS
1450
McKinley Carter Wealth Services
West Virginia
$642K -$10.8K -273 -2%
56 57
58
59 60