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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 %
TCWM
1676
Total Clarity Wealth Management
Illinois
$402K +$402K +10,146 New
GG
1677
Gleason Group
Kentucky
$399K +$399K +10,080 New
SFG
1678
Summit Financial Group
West Virginia
$398K
IIA
1679
IPG Investment Advisors
California
$397K
VCM
1680
Vivaldi Capital Management
Illinois
$397K -$359K -9,084 -47%
TI
1681
Truepoint Inc
Ohio
$395K
MC
1682
Matisse Capital
Oregon
$395K
SWA
1683
Stratos Wealth Advisors
Ohio
$394K +$8.32K +210 +2%
H
1684
HoyleCohen
California
$394K +$13.8K +348 +4%
RCM
1685
RNC Capital Management
California
$393K +$80K +2,016 +26%
Wealth Enhancement Advisory Services
1686
Wealth Enhancement Advisory Services
Minnesota
$391K +$2.73K +69 +0.7%
MWM
1687
Meridian Wealth Management
Kentucky
$391K +$49.8K +1,260 +15%
RPG
1688
Resource Planning Group
Georgia
$389K
WMA
1689
Wealth Management Associates
New Jersey
$389K
NWS
1690
Newport Wealth Strategies
California
$388K +$161K +4,128 +71%
SCM
1691
Southport Capital Management
Tennessee
$387K -$18.3K -462 -5%
SMG
1692
Smart Money Group
Texas
$387K +$4.76K +120 +1%
MSFP
1693
Mark Sheptoff Financial Planning
Connecticut
$387K +$83.2K +2,100 +27%
PWP
1694
Private Wealth Partners
California
$386K +$101K +2,556 +36%
KOMWMG
1695
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$386K +$386K +9,741 New
CCIA
1696
Campbell & Co Investment Adviser
Maryland
$385K +$119 +3 +0%
PFA
1697
Paradigm Financial Advisors
Missouri
$384K
JLBC
1698
J.L. Bainbridge & Co
Florida
$384K +$6.07K +153 +2%
TC
1699
TAP Consulting
Missouri
$383K
TC
1700
Trust Company
Kansas
$381K -$24K -606 -6%