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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 %
SAM
1651
S.A. Mason
Michigan
$429K +$429K +10,821 New
APW
1652
Austin Private Wealth
Texas
$428K +$428K +10,815 New
LSPW
1653
Lake Street Private Wealth
Illinois
$427K +$76.3K +1,926 +22%
SC
1654
Solstein Capital
California
$427K +$427K +10,785 New
RMCM
1655
Reynders McVeigh Capital Management
Massachusetts
$426K – – –
AIM
1656
Aigen Investment Management
New York
$425K +$425K +10,716 New
FFC
1657
First Financial Corp
Indiana
$423K -$11.9K -300 -3%
GWI
1658
Grace & White Inc
New York
$422K – – –
CS
1659
Capital Square
Tennessee
$422K +$422K +10,662 New
THWM
1660
Taylor Hoffman Wealth Management
Virginia
$421K -$7.96K -201 -2%
RPWA
1661
Regent Peak Wealth Advisors
Georgia
$419K +$419K +10,584 New
UFG
1662
United Fire Group
Iowa
$416K – – –
HDIM
1663
Hanson & Doremus Investment Management
Vermont
$416K +$23.8K +600 +6%
LF
1664
Lantz Financial
Illinois
$415K – – –
ITIM
1665
Indiana Trust & Investment Management
Indiana
$415K – – –
CC
1666
Capital Counsel
New York
$412K -$11.9K -300 -3%
KCM
1667
Kanawha Capital Management
Virginia
$411K +$26.1K +660 +7%
BFA
1668
Beaumont Financial Advisors
Massachusetts
$411K +$101K +2,553 +33%
MFG
1669
Merit Financial Group
Georgia
$411K +$411K +10,383 New
CMBA
1670
C.M. Bidwell & Associates
Hawaii
$410K -$275K -6,945 -40%
MA
1671
MCF Advisors
Kentucky
$408K – – –
AIP
1672
Almanack Investment Partners
Pennsylvania
$408K +$20.4K +513 +5%
BST
1673
Bath Savings Trust
Maine
$405K +$50.4K +1,275 +14%
IAMOG
1674
Investors Asset Management of Georgia
Georgia
$403K +$16.6K +420 +4%
WG
1675
Watchman Group
Texas
$402K +$402K +10,146 New
65 66
67
68 69