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Walmart

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
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
1501
Insight Wealth Strategies
California
$581K +$16.4K +414 +3%
CT
1502
Chicago Trust
Illinois
$578K -$356 -9 -0.1%
FC
1503
Ferris Capital
Massachusetts
$578K +$3.56K +90 +0.6%
GRQ
1504
Gardner Russo & Quinn
Pennsylvania
$577K
PPSG
1505
Princeton Portfolio Strategies Group
New Jersey
$576K -$29.9K -756 -5%
LSAG
1506
Lake Street Advisors Group
New Hampshire
$576K +$51.1K +1,290 +10%
NL
1507
NWAM LLC
Washington
$576K +$82.6K +2,085 +17%
JC
1508
Jacobs & Co
California
$573K -$47.6K -1,203 -8%
TAM
1509
Trillium Asset Management
Massachusetts
$572K -$410K -10,362 -42%
RHJA
1510
Rice Hall James & Associates
California
$571K -$35K -885 -6%
LA
1511
LexAurum Advisors
Kansas
$570K +$35.7K +900 +7%
QPWM
1512
Quadrant Private Wealth Management
Pennsylvania
$567K +$567K +14,319 New
DHFB
1513
Dixon Hubard Feinour & Brown
Virginia
$566K -$5.94K -150 -1%
KFC
1514
Klingenstein Fields & Co
New York
$566K +$46.1K +1,164 +9%
CC
1515
Cadinha & Co
Hawaii
$566K +$126K +3,189 +29%
Marshall Wace
1516
Marshall Wace
United Kingdom
$564K +$128K +3,237 +29%
YWP
1517
YorkBridge Wealth Partners
New York
$562K +$24.9K +630 +5%
BOPW
1518
Brandywine Oak Private Wealth
Pennsylvania
$561K +$950 +24 +0.2%
CFA
1519
CWS Financial Advisors
Michigan
$560K +$560K +14,139 New
LWA
1520
Lenox Wealth Advisors
New York
$558K +$1.66K +42 +0.3%
BBI
1521
Baxter Bros Inc
Connecticut
$557K +$557K +14,052 New
GCP
1522
GSA Capital Partners
United Kingdom
$557K +$557K +14,061 New
JSC
1523
Jackson Square Capital
California
$556K +$556K +14,025 New
ACI
1524
Alpha Cubed Investments
California
$555K +$57.1K +1,440 +11%
MPI
1525
Mairs & Power Inc
Minnesota
$552K +$6.06K +153 +1%