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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 %
HIC
1901
Holderness Investments Company
North Carolina
$243K +$11.9K +300 +5%
APW
1902
Aurora Private Wealth
New Jersey
$243K +$243K +6,141 New
CWM
1903
Concentric Wealth Management
California
$242K +$4.16K +105 +2%
KFP
1904
KMG Fiduciary Partners
Ohio
$242K +$25.5K +645 +12%
OAM
1905
Oberweis Asset Management
Illinois
$241K -$54.1K -1,365 -18%
CAM
1906
CenterStar Asset Management
Illinois
$241K -$159K – –
MGAM
1907
McGowan Group Asset Management
Texas
$241K +$10.2K +258 +4%
SFC
1908
SYM Financial Corp
Indiana
$240K +$35.3K +891 +17%
RVPG
1909
Relative Value Partners Group
$239K – – –
NPA
1910
Nichols & Pratt Advisers
Massachusetts
$238K -$95.2K -2,400 -29%
MAA
1911
Matrix Asset Advisors
New York
$238K -$35.7K -900 -13%
VST
1912
Van Strum & Towne
California
$238K – – –
SCI
1913
S&CO Inc
Massachusetts
$238K – – –
LCAM
1914
London & Capital Asset Management
United Kingdom
$238K – – –
FVWA
1915
Foster Victor Wealth Advisors
South Carolina
$238K +$30K +774 +14%
MA
1916
MANA Advisors
New York
$238K +$238K +6,000 New
RGIA
1917
Rainier Group Investment Advisory
Washington
$236K -$19.2K -483 -8%
WC
1918
Whitney & Co
New York
$236K +$1.07K +27 +0.5%
ZF
1919
Zhang Financial
Michigan
$236K +$13.2K +333 +6%
TIA
1920
Tandem Investment Advisors
South Carolina
$235K -$119 -3 -0.1%
SIA
1921
Soltis Investment Advisors
Utah
$234K +$234K +5,901 New
EW
1922
Element Wealth
Mississippi
$233K +$233K +5,871 New
SIG
1923
Sky Investment Group
Connecticut
$232K – – –
CFFP
1924
Center for Financial Planning
Michigan
$232K +$232K +5,856 New
CCFCSB
1925
Cape Cod Five Cents Savings Bank
Massachusetts
$231K -$6.31K -159 -3%
75 76
77
78 79