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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 %
AI
1476
Atom Investors
Texas
$615K +$38K +960 +7%
SFG
1477
Sunburst Financial Group
Alabama
$615K +$615K +15,513 New
EIM
1478
Essex Investment Management
Massachusetts
$613K – – –
TI
1479
Truehand Inc
New Hampshire
$613K – – –
GAM
1480
GQ Asset Management
New York
$613K +$190K +4,806 +45%
MECA
1481
Miller Equity Capital Advisors
Texas
$612K +$612K +15,444 New
SAM
1482
Secure Asset Management
Michigan
$610K +$610K +15,390 New
AWS
1483
Arkfeld Wealth Strategies
Nebraska
$607K +$607K +15,336 New
SMM
1484
Stadion Money Management
Georgia
$605K -$146K -3,693 -19%
AWM
1485
Altium Wealth Management
New York
$605K +$55.8K +1,410 +10%
CNB
1486
Camden National Bank
Maine
$604K -$60.3K -1,521 -9%
EWM
1487
Empirical Wealth Management
Washington
$603K +$16K +405 +3%
TAM
1488
Tealwood Asset Management
Minnesota
$602K – – –
ISB
1489
Iowa State Bank
Iowa
$601K +$35.7K +900 +6%
TCM
1490
TD Capital Management
Tennessee
$598K – – –
BOTW
1491
Bank of the West
California
$597K -$139K -3,516 -19%
DIM
1492
DC Investments Management
Virginia
$596K +$131K +3,318 +28%
CC
1493
Colrain Capital
Massachusetts
$594K – – –
BEAM
1494
Baker Ellis Asset Management
Washington
$593K – – –
FNFDCM
1495
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$593K +$178K +4,485 +43%
AWM
1496
Argent Wealth Management
Massachusetts
$592K +$592K +14,940 New
AP
1497
Appleton Partners
Massachusetts
$586K +$148K +3,741 +34%
TL
1498
TrueWealth LLC
Georgia
$585K +$6.41K +162 +1%
CBT
1499
Central Bank & Trust
Kentucky
$585K +$531K +13,404 +991%
JIC
1500
Joel Isaacson & Co
New York
$584K +$10.7K +270 +2%
58 59
60
61 62