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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 %
MOS
1626
MGO One Seven
Ohio
$456K +$122K +3,072 +36%
MS
1627
Madden Securities
Texas
$454K +$454K +11,448 New
NJBEST
1628
New Jersey Better Educational Savings Trust
New Jersey
$452K -$143K -3,600 -24%
TCM
1629
Tradewinds Capital Management
Washington
$452K +$17.8K +450 +4%
PG
1630
Patten Group
Tennessee
$451K +$2.38K +60 +0.5%
LDFR
1631
Lehman & Derafelo Financial Resources
Pennsylvania
$448K -$19.4K -489 -4%
CA
1632
CapWealth Advisors
Tennessee
$448K – – –
BCCM
1633
Bridge Creek Capital Management
Massachusetts
$448K +$5.94K +150 +1%
AIP
1634
Ahrens Investment Partners
Louisiana
$447K -$7.72K -195 -2%
EM
1635
Excalibur Management
Massachusetts
$445K +$89K +2,250 +25%
LA
1636
Legacy Advisors
Pennsylvania
$443K -$26.6K -669 -6%
PWS
1637
Private Wealth Strategies
Ohio
$442K +$442K +11,166 New
CCM
1638
Chilton Capital Management
Texas
$441K – – –
AL
1639
Aspiriant LLC
California
$441K +$6.2K +156 +1%
BWA
1640
Beam Wealth Advisors
Louisiana
$441K +$441K +11,136 New
AF
1641
Allworth Financial
California
$440K +$18.3K +462 +4%
EH
1642
Employers Holdings
Nevada
$439K – – –
LC
1643
Lindbrook Capital
California
$437K +$6.53K +165 +2%
MAM
1644
Morse Asset Management
Connecticut
$433K -$39.3K -993 -8%
WGA
1645
Weather Gauge Advisory
Virginia
$433K – – –
VCA
1646
Verdence Capital Advisors
Maryland
$432K +$2.61K +66 +0.6%
PP
1647
Parplus Partners
New York
$432K +$432K +10,914 New
BPM
1648
Bowling Portfolio Management
Ohio
$431K -$9.4K -237 -2%
NP
1649
Ninepoint Partners
Ontario, Canada
$431K +$431K +10,887 New
RWA
1650
Redhawk Wealth Advisors
Minnesota
$431K +$431K +10,890 New
64 65
66
67 68