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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 %
IWP
2126
IAG Wealth Partners
Wisconsin
$8K +$8K +177 New
CH
2127
Canton Hathaway
Rhode Island
$7K – – –
HWM
2128
HighMark Wealth Management
Minnesota
$7K +$7K +201 New
CAM
2129
Columbia Asset Management
Michigan
$6.83K -$208 -525 -3%
MIM
2130
Macroview Investment Management
Maryland
$6K – – –
TRCT
2131
Tower Research Capital (TRC)
New York
$3K -$3.38M -84,432 -100%
AC
2132
Asio Capital
Kentucky
$2.13K +$2.13K +53,652 New
BCM
2133
Brooktree Capital Management
Michigan
$2K +$2K +60 New
FCH
2134
Freestone Capital Holdings
Washington
$1.47K +$592 +14,946 +67%
LS
2135
Leelyn Smith
Illinois
$1.34K +$1.34K +33,816 New
TFA
2136
Transamerica Financial Advisors
Florida
$1K +$1K +12 New
NDSI
2137
Newman Dignan & Sheerar Inc
Rhode Island
$303 +$11 +270 +4%
SHWM
2138
Silicon Hills Wealth Management
Texas
$136 +$136 +12 New
PGAM
2139
Princeton Global Asset Management
New Jersey
$89 +$47 +1,182 +111%
Two Sigma Investments
2140
Two Sigma Investments
New York
– -$149M -3,771,021 Closed
JIM
2141
Jupiter Investment Management
United Kingdom
– -$53.5M -1,351,287 Closed
JCM
2142
Junto Capital Management
New York
– -$45.2M -1,143,159 Closed
Two Sigma Advisers
2143
Two Sigma Advisers
New York
– -$35.3M -893,316 Closed
CIM
2144
Chiron Investment Management
New York
– -$29M -732,564 Closed
PWAG
2145
Polaris Wealth Advisory Group
California
– -$27.9M -721,731 Closed
FF
2146
Fluent Financial
Texas
– -$283K -644,115 Closed
RRAM
2147
River Road Asset Management
Kentucky
– -$24.1M -608,721 Closed
PP
2148
Peconic Partners
New York
– -$19.6M -495,000 Closed
ECM
2149
Element Capital Management
New York
– -$17.2M -435,450 Closed
Balyasny Asset Management
2150
Balyasny Asset Management
Illinois
– -$16.5M -416,028 Closed
84 85
86
87 88