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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 %
FAG
1451
Financial Advisory Group
Texas
$642K +$6.3K +159 +1%
DA
1452
Detalus Advisors
Missouri
$640K +$640K +16,149 New
ECM
1453
Evergreen Capital Management
Washington
$638K +$11.9K +300 +2%
FMT
1454
First Mercantile Trust
Tennessee
$636K -$52.3K -1,320 -8%
EF
1455
Empirical Finance
Pennsylvania
$636K +$233K +5,868 +58%
PFSC
1456
Peoples Financial Services Corp
Pennsylvania
$635K – – –
GC
1457
Grace Capital
Massachusetts
$634K +$5.94K +150 +0.9%
MLL
1458
Moody Lynn & Lieberson
Massachusetts
$633K +$25.8K +651 +4%
MCM
1459
MV Capital Management
Maryland
$630K +$47K +1,188 +8%
BOS
1460
Bingham Osborn & Scarborough
California
$629K +$4.87K +123 +0.8%
BBNA
1461
Bremer Bank National Association
Minnesota
$628K -$41K -1,035 -6%
PIMG
1462
Patriot Investment Management Group
Tennessee
$628K +$357 +9 +0.1%
F
1463
F3Logic
Minnesota
$627K +$190K +4,794 +44%
MSU
1464
Mizuho Securities USA
New York
$626K +$626K +15,810 New
GDP
1465
Great Diamond Partners
Maine
$625K +$625K +15,786 New
PMFA
1466
Plante Moran Financial Advisors
Michigan
$622K -$12.6K -318 -2%
LB
1467
Legacy Bridge
Iowa
$622K +$950 +24 +0.2%
MCWA
1468
Meadow Creek Wealth Advisors
Georgia
$622K +$622K +15,711 New
BCA
1469
Bay Colony Advisors
Massachusetts
$620K -$83.5K -2,157 -12%
GFS
1470
GYL Financial Synergies
Connecticut
$618K -$54K -1,362 -8%
B
1471
Bailard
California
$618K +$41.7K +1,053 +7%
CWM
1472
Chesapeake Wealth Management
Virginia
$617K -$27.9K -705 -4%
CFO
1473
CVA Family Office
Colorado
$617K +$617K +15,576 New
OC
1474
Oarsman Capital
Wisconsin
$616K +$25.7K +648 +4%
CF
1475
Centaurus Financial
California
$616K +$128K +3,225 +26%
57 58
59
60 61