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Walmart

1,962 hedge funds and large institutions have $102B invested in Walmart in 2019 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 800 increasing their positions, 783 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,962
Holders Change
+33
Holders Change %
+1.71%
% of All Funds
43.09%
Holding in Top 10
97
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.78%
% of All Funds
2.13%
New
112
Increased
800
Reduced
783
Closed
67
Calls
$1.69B
Puts
$1.76B
Net Calls
-$73M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
1601
Kays Financial Advisory
Georgia
$370K +$8.67K +219 +2%
OA
1602
Oxbow Advisors
Texas
$370K +$11.7K +297 +3%
CPA
1603
Court Place Advisors
Maryland
$370K +$370K +9,360 New
BFO
1604
Biltmore Family Office
North Carolina
$369K +$12.1K +306 +3%
PWA
1605
Physician Wealth Advisors
Utah
$369K +$369K +9,315 New
CA
1606
Claro Advisors
Massachusetts
$365K -$22.3K -564 -6%
SWRP
1607
Summit Wealth & Retirement Planning
California
$365K -$17.2K -435 -5%
SPC
1608
Stewart & Patten Company
California
$365K -$11.9K -300 -3%
LFA
1609
Legacy Financial Advisors
Kentucky
$364K
GPA
1610
Garrison Point Advisors
California
$362K -$8.91K -225 -2%
NB
1611
Nicolet Bankshares
Wisconsin
$362K
AC
1612
Avestar Capital
New York
$362K +$61.5K +1,554 +20%
BWA
1613
Burt Wealth Advisors
Maryland
$361K +$119 +3 +0%
CYG
1614
Clean Yield Group
Vermont
$360K -$189K -4,770 -34%
LF
1615
Lee Financial
Texas
$360K -$15.8K -399 -4%
VC
1616
Vicus Capital
Pennsylvania
$360K +$830 +21 +0.2%
CB
1617
CNB Bank
Pennsylvania
$359K -$41.5K -1,047 -10%
AIM
1618
Advantage Investment Management
Iowa
$356K -$5.93K -150 -2%
KIC
1619
Keating Investment Counselors
Florida
$356K -$2.97K -75 -0.8%
TCM
1620
Tufton Capital Management
Maryland
$356K -$2.37K -60 -0.7%
EM
1621
Excalibur Management
Massachusetts
$356K
GAM
1622
Gemmer Asset Management
California
$356K +$2.37K +60 +0.7%
JHP
1623
James Hambro & Partners
United Kingdom
$356K +$356K +9,000 New
BST
1624
Bath Savings Trust
Maine
$355K -$2.38K -60 -0.7%
ST
1625
Sageworth Trust
Pennsylvania
$352K -$110K -2,793 -24%