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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 %
HFA
1526
Hoover Financial Advisors
Pennsylvania
$550K
OFS
1527
Oldfather Financial Services
Nebraska
$549K +$549K +14,211 New
PP
1528
Pegasus Partners
Wisconsin
$548K -$225K -5,667 -29%
HBT
1529
Hills Bank & Trust
Iowa
$548K -$1.19K -30 -0.2%
CMANY
1530
Capital Management Associates (New York)
New York
$547K
BI
1531
Bramshill Investments
Florida
$546K
OFW
1532
Omnia Family Wealth
Florida
$545K +$224K +5,625 +70%
CM
1533
Columbus Macro
Pennsylvania
$543K -$28.9K -729 -5%
SBL
1534
Sargent Bickham Lagudis
Colorado
$540K +$24.6K +621 +5%
GLR
1535
Great Lakes Retirement
Ohio
$536K +$536K +13,593 New
HFA
1536
High Falls Advisors
New York
$533K -$15K -378 -3%
IWP
1537
Icon Wealth Partners
Texas
$533K -$12.8K -324 -2%
GC
1538
Grimes & Company
Massachusetts
$533K +$26.1K +660 +5%
CIC
1539
Chilton Investment Company
Connecticut
$533K +$114K +2,874 +27%
PCG
1540
Private Capital Group
Connecticut
$532K -$123K -3,099 -19%
CONA
1541
Capital One National Association
New York
$531K +$531K +13,413 New
NFC
1542
Northeast Financial Consultants
Connecticut
$530K -$17K -429 -3%
KFA
1543
Krane Funds Advisors
New York
$529K -$16.9K -426 -3%
GWCM
1544
Godshalk Welsh Capital Management
Pennsylvania
$528K
DDC
1545
DF Dent & Co
Maryland
$528K
CFMC
1546
Curbstone Financial Management Corp
New Hampshire
$528K
MSR
1547
Main Street Research
Connecticut
$521K -$13.3K -336 -2%
CPA
1548
Capital Planning Advisors
California
$517K -$21.9K -552 -4%
GBT
1549
Grove Bank & Trust
Florida
$516K
IFWM
1550
Institute for Wealth Management
Colorado
$516K +$5.23K +132 +1%