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Walmart
WMT

Overview Fund Activity

2,116 hedge funds and large institutions have $97.3B invested in Walmart in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 845 increasing their positions, 914 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,116
Holders Change
-21
Holders Change %
-0.98%
% of All Funds
46.74%
Holding in Top 10
122
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+48.78%
% of All Funds
2.69%
New
144
Increased
845
Reduced
914
Closed
138
Calls
$1.57B
Puts
$1.48B
Net Calls
+$84.4M
Net Calls Change
+$581M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$459M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$435M
3
Charles Schwab
Charles Schwab
California
+$371M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$273M
5
EIP
Epoch Investment Partners
New York
+$203M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$448M
2
CSIA
Charles Schwab Investment Advisory
California
-$377M
3
Goldman Sachs
Goldman Sachs
New York
-$337M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$254M
5
Barclays
Barclays
United Kingdom
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.6B +$435M +11,475,678 +3%
BlackRock
2
BlackRock
New York
$10.2B +$23.9M +630,030 +0.2%
State Street
3
State Street
Massachusetts
$8.09B +$95.4M +2,506,260 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.6B -$448M -11,835,606 -15%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.4B -$23.5M -622,902 -1%
Bank of America
6
Bank of America
North Carolina
$2.38B -$9.15M -241,494 -0.4%
Northern Trust
7
Northern Trust
Illinois
$1.87B -$6.75M -178,257 -0.4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.86B +$273M +7,206,762 +17%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.67B – – –
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$1.35B +$75.7M +1,999,782 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.33B -$3.92M -103,578 -0.3%
Wells Fargo
12
Wells Fargo
California
$1.33B -$34.1M -900,609 -3%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$1.32B – – –
Morgan Stanley
14
Morgan Stanley
New York
$1.25B -$110M -2,901,708 -8%
Fisher Asset Management
15
Fisher Asset Management
Washington
$1.22B -$31.2M -824,529 -2%
Charles Schwab
16
Charles Schwab
California
$1.19B +$371M +9,791,256 +46%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.11B +$99.5M +2,626,131 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.06B +$94.2M +2,486,415 +10%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.06B +$22M +581,310 +2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$980M -$30.6M -808,347 -3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$891M -$19.4M -511,005 -2%
Goldman Sachs
22
Goldman Sachs
New York
$825M -$337M -8,905,833 -29%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$805M +$134M +3,548,010 +20%
PI
24
Putnam Investments
Massachusetts
$773M -$7.26M -191,679 -0.9%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$742M +$39.3M +1,038,108 +6%
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