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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 %
PIM
1776
Penobscot Investment Management
Massachusetts
$330K – – –
FNBSF
1777
First National Bank Sioux Falls
South Dakota
$329K +$119K +3,000 +56%
CAGAS
1778
Capital Advisory Group Advisory Services
Minnesota
$328K -$105K -2,655 -24%
NERM
1779
New England Research & Management
Illinois
$328K – – –
CFG
1780
Cooper Financial Group
California
$328K +$2.14K +54 +0.7%
NCM
1781
Northside Capital Management
Oregon
$326K – – –
HSWM
1782
Hubbell Strickland Wealth Management
Louisiana
$325K – – –
RMDI
1783
R.M. Davis Inc
Maine
$323K +$41.5K +1,047 +15%
KMWM
1784
Keudell/Morrison Wealth Management
Oregon
$323K +$41.5K +1,200 +15%
CAG
1785
Crestwood Advisors Group
Massachusetts
$322K +$113K +2,850 +54%
TIA
1786
Tiemann Investment Advisors
California
$321K -$593 -15 -0.2%
M
1787
MOTCO
Texas
$320K +$11.5K +291 +4%
CA
1788
Crumly & Associates
Illinois
$320K +$320K +8,082 New
WCG
1789
Weaver Consulting Group
California
$319K -$111K -2,799 -26%
NICM
1790
Neo Ivy Capital Management
New York
$315K -$351K -8,862 -53%
SFG
1791
StrategIQ Financial Group
Indiana
$311K -$19.4K -489 -6%
PB
1792
Pinnacle Bancorp
Nebraska
$310K -$3.09K -78 -1%
PAM
1793
Private Asset Management
California
$310K – – –
SA
1794
Sicart Associates
New York
$310K – – –
CT
1795
Coastline Trust
Rhode Island
$310K +$76.4K +1,926 +33%
MIP
1796
Marietta Investment Partners
Wisconsin
$309K -$3.68K -93 -1%
PFA
1797
Pettinga Financial Advisors
Indiana
$308K -$11.9K -300 -4%
RTC
1798
Riverview Trust Company
Washington
$308K – – –
HPWM
1799
Highland Private Wealth Management
Washington
$308K +$594 +15 +0.2%
LWMM
1800
Legacy Wealth Management (Mississippi)
Mississippi
$307K +$307K +7,746 New
70 71
72
73 74