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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 %
TA
1826
TFG Advisers
Michigan
$291K +$35.7K +903 +14%
ARG
1827
Advisory Resource Group
Oklahoma
$290K -$12.5K -315 -4%
NA
1828
Navellier & Associates
Nevada
$290K – – –
PFA
1829
Pure Financial Advisors
California
$290K +$52.2K +1,317 +22%
FTI
1830
Fiduciary Trust International
Massachusetts
$288K -$89.3K -2,250 -24%
PA
1831
Probity Advisors
Texas
$288K -$23.8K -600 -8%
HTHT
1832
Hemenway Trust Hemenway Trust
New Hampshire
$288K -$7.14K -180 -2%
OCM
1833
Orser Capital Management
Texas
$287K +$33.5K +840 +13%
GIA
1834
Gladstone Institutional Advisory
Florida
$286K -$159K -4,008 -36%
WI
1835
Wedgewood Investors
Pennsylvania
$286K – – –
SCM
1836
Stonebridge Capital Management
California
$285K – – –
SIA
1837
Strategic Investment Advisors
Michigan
$285K +$25.2K +636 +10%
SLWS
1838
Swaine & Leidel Wealth Services
Florida
$285K +$285K +7,203 New
VFP
1839
Verus Financial Partners
Virginia
$283K -$4.87K -123 -2%
EWM
1840
EPG Wealth Management
Georgia
$283K +$283K +7,146 New
FPCP
1841
Fort Point Capital Partners
California
$281K – – –
DCM
1842
Donaldson Capital Management
Indiana
$281K +$950 +24 +0.3%
SSA
1843
Schonfeld Strategic Advisors
New York
$280K -$9.9M -249,444 -97%
PI
1844
PEAK6 Investments
Illinois
$280K -$936K -23,598 -77%
ACA
1845
Ackerman Capital Advisors
Texas
$280K – – –
CP
1846
Camelot Portfolios
Ohio
$280K – – –
AMIM
1847
Aull & Monroe Investment Management
Alabama
$280K +$2.73K +69 +1%
FAM
1848
Formidable Asset Management
Ohio
$280K +$280K +7,209 New
HFS
1849
HBC Financial Services
Washington
$279K +$279K +7,110 New
GFP
1850
Gryphon Financial Partners
Ohio
$278K +$15.6K +393 +6%
72 73
74
75 76