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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 %
HAIM
1976
Hunter Associates Investment Management
Pennsylvania
$204K +$204K +5,139 New
MWM
1977
Minot Wealth Management
Massachusetts
$204K +$204K +5,271 New
SW
1978
SkyOak Wealth
Michigan
$203K +$203K +5,130 New
ST
1979
Sabal Trust
Florida
$202K -$38.7K -978 -16%
SIM
1980
Spark Investment Management
New York
$202K -$35.6K -900 -15%
ACM
1981
Armbruster Capital Management
New York
$202K – – –
FSG
1982
Financial Strategies Group
Michigan
$202K +$202K +5,097 New
RPSA
1983
Richard P. Slaughter Associates
Texas
$202K +$202K +5,106 New
CCFM
1984
Clear Creek Financial Management
Washington
$202K +$202K +5,217 New
IIC
1985
Integrated Investment Consultants
Michigan
$201K -$56.5K -1,428 -22%
RIG
1986
Renaissance Investment Group
Massachusetts
$200K – – –
NIT
1987
NumerixS Investment Technologies
British Columbia, Canada
$196K +$196K +4,950 New
ACM
1988
AUA Capital Management
Pennsylvania
$194K – – –
VCM
1989
Vigilant Capital Management
Maine
$193K -$3.81K -96 -2%
ST
1990
Sageworth Trust
Pennsylvania
$192K -$161K -4,062 -46%
SWA
1991
Sutton Wealth Advisors
Florida
$190K +$1.19K +30 +0.6%
FP
1992
Financial Perspectives
Minnesota
$187K +$187K +4,728 New
ME
1993
McIlrath & Eck
Washington
$187K +$70.3K +1,770 +60%
FCM
1994
Firestone Capital Management
Florida
$186K +$186K +4,686 New
NIM
1995
NuWave Investment Management
New Jersey
$184K -$218K -5,508 -54%
PVH
1996
Psagot Value Holdings
Israel
$184K -$31K -780 -14%
TI
1997
tru Independence
Oregon
$173K +$173K +4,569 New
BAM
1998
Barrett Asset Management
New York
$163K – – –
APW
1999
Acima Private Wealth
Virginia
$163K – – –
1W
2000
1776 Wealth
Georgia
$162K +$162K +4,104 New
78 79
80
81 82