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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 %
CT
2101
Clearstead Trust
Maine
$24K – – –
RWG
2102
Regal Wealth Group
California
$24K +$121 +3 +0.5%
TFA
2103
Tobias Financial Advisors
Florida
$24K +$24K +630 New
SFA
2104
Semmax Financial Advisors
North Carolina
$22K -$2.72K -69 -11%
CCMW
2105
Cypress Capital Management (Wyoming)
Wyoming
$22K – – –
CDIA
2106
Capital Directions Investment Advisors
Georgia
$18K – – –
SFPG
2107
Stonebridge Financial Planning Group
Florida
$18K +$18K +450 New
JPLA
2108
Joseph P. Lucia & Associates
New York
$16K – – –
BCA
2109
Bray Capital Advisors
Florida
$15K – – –
DTIM
2110
Danda Trouve Investment Management
Kansas
$15K +$15K +375 New
VCS
2111
Vaughan & Co Securities
New Jersey
$14.9K +$14.9K +375 New
SIA
2112
Sit Investment Associates
Minnesota
$14K – – –
RFWA
2113
RPg Family Wealth Advisory
Massachusetts
$13.7K -$4.75K -120 -26%
JWM
2114
Janiczek Wealth Management
Colorado
$13K – – –
PCFFS
2115
Pacific Center for Financial Services
California
$13K – – –
SL
2116
Salomon & Ludwin
Virginia
$12K – – –
TJHA
2117
Thomas J. Herzfeld Advisors
Florida
$12K – – –
RIA
2118
RPG Investment Advisory
California
$12K – – –
SSWG
2119
Seven Springs Wealth Group
Tennessee
$12K +$12K +300 New
WCM
2120
Wealthcare Capital Management
Virginia
$12K +$12K +306 New
PC
2121
Permanens Capital
New York
$12K +$12K +315 New
IWA
2122
Intercontinental Wealth Advisors
Texas
$11K -$165K -4,263 -94%
AWM
2123
AllSquare Wealth Management
New York
$10K -$23.5K -600 -70%
PW
2124
Price Wealth
Texas
$10K -$118 -3 -1%
LGWM
2125
Litman Gregory Wealth Management
California
$8K -$12.8K -336 -62%
83 84
85
86 87