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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 %
CAIMH
2176
Central Asset Investments & Management Holdings
Hong Kong
– -$695K -17,580 Closed
FIM
2177
Fernwood Investment Management
Massachusetts
– -$681K -17,220 Closed
WCM
2178
Weld Capital Management
New York
– -$510K -12,897 Closed
AF
2179
AMG Funds
Connecticut
– -$497K -12,570 Closed
QSS
2180
Quantitative Systematic Strategies
Florida
– -$414K -10,467 Closed
TRAM
2181
Tuscan Ridge Asset Management
Illinois
– -$403K -10,185 Closed
AF
2182
Affiance Financial
Minnesota
– -$384K -9,702 Closed
KFA
2183
Kays Financial Advisory
Georgia
– -$370K -9,351 Closed
AC
2184
Avestar Capital
New York
– -$362K -9,150 Closed
QCM
2185
Quantinno Capital Management
New York
– -$352K -8,898 Closed
MS
2186
Mizuho Securities
Japan
– -$329K -8,310 Closed
HFM
2187
Harvest Fund Management
China
– -$310K -7,842 Closed
WCF
2188
West Coast Financial
California
– -$310K -7,830 Closed
NEPWA
2189
New England Private Wealth Advisors
Massachusetts
– -$255K -6,447 Closed
LCS
2190
Levin Capital Strategies
New York
– -$252K -6,360 Closed
KCPG
2191
Kavar Capital Partners Group
Kansas
– -$247K -6,234 Closed
RIS
2192
Retirement Income Solutions
Michigan
– -$233K -5,895 Closed
BB
2193
Bell Bank
North Dakota
– -$226K -5,703 Closed
CCM
2194
Canal Capital Management
Virginia
– -$224K -5,655 Closed
PAM
2195
Premier Asset Management
Illinois
– -$217K -5,484 Closed
PAG
2196
Pinnacle Advisory Group
Maryland
– -$213K -5,388 Closed
AIA
2197
Alera Investment Advisors
Illinois
– -$212K -5,370 Closed
RWM
2198
RKL Wealth Management
Pennsylvania
– -$209K -5,274 Closed
NCM
2199
Nelson Capital Management
California
– -$191K -4,830 Closed
HCM
2200
Hilton Capital Management
New York
– -$180K -4,554 Closed
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