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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 %
HIM
1926
HawsGoodwin Investment Management
Tennessee
$231K +$231K +5,820 New
C
1927
Certuity
Florida
$231K +$231K +5,829 New
RFN
1928
RDA Financial Network
Iowa
$230K – – –
RIG
1929
Roosevelt Investment Group
New York
$230K +$25.5K +642 +12%
IF
1930
IRON Financial
Illinois
$228K +$15.9K +402 +8%
HHAA
1931
Henry H. Armstrong Associates
Pennsylvania
$227K – – –
MFT
1932
Moisand Fitzgerald Tamayo
Florida
$227K – – –
RCC
1933
Red Cedar Capital
Nebraska
$227K – – –
VCM
1934
Versant Capital Management
Arizona
$226K -$28.3K -714 -11%
AWE
1935
Avidian Wealth Enterprises
Texas
$226K +$9.27K +234 +4%
BCWM
1936
Blue Chip Wealth Management
Florida
$226K +$17.8K +450 +9%
IC
1937
Intersect Capital
California
$225K +$13.1K +330 +6%
OWA
1938
Outlook Wealth Advisors
Texas
$223K -$66.6K -1,677 -23%
MCAI
1939
Members Capital Advisors Inc
Wisconsin
$223K +$223K +5,631 New
RCA
1940
Resonant Capital Advisors
Wisconsin
$222K +$222K +5,610 New
KC
1941
Kepos Capital
New York
$222K +$222K +5,613 New
MRCM
1942
M&R Capital Management
New Jersey
$221K -$3.92K -99 -2%
SRC
1943
Sage Rhino Capital
California
$221K – – –
LCM
1944
Leisure Capital Management
California
$220K – – –
FBB
1945
Fulton Breakefield Broenniman
Maryland
$220K +$220K +5,565 New
BC
1946
Barnett & Company
Tennessee
$219K +$3.09K +78 +1%
HHGA
1947
Halbert Hargrove Global Advisors
California
$218K -$3.92K -99 -2%
HCM
1948
HM Capital Management
Missouri
$218K – – –
AIFAIM
1949
American Institute for Advanced Investment Management
Arizona
$218K +$218K +5,505 New
PWM
1950
Peterson Wealth Management
Nevada
$218K +$218K +5,631 New
76 77
78
79 80