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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 %
LF
1726
Lee Financial
Texas
$360K
CYG
1727
Clean Yield Group
Vermont
$360K
TNA
1728
True North Advisors
Texas
$360K +$360K +9,099 New
PA
1729
PSI Advisors
Florida
$360K +$360K +9,102 New
SIC
1730
Samalin Investment Counsel
New York
$360K +$360K +9,105 New
VC
1731
Vicus Capital
Pennsylvania
$359K -$2.14K -54 -0.6%
PWA
1732
Physician Wealth Advisors
Utah
$358K -$1.74K -45 -0.5%
CWM
1733
Circle Wealth Management
New Jersey
$356K -$17.9K -453 -5%
KIC
1734
Keating Investment Counselors
Florida
$356K
JHP
1735
James Hambro & Partners
United Kingdom
$356K
HKAM
1736
Horizon Kinetics Asset Management
New York
$355K +$2.5K +63 +0.7%
BBA
1737
BLB&B Advisors
Pennsylvania
$355K +$22.2K +561 +7%
FPGK
1738
Financial Partners Group (Kansas)
Kansas
$354K +$354K +9,114 New
SC
1739
Sawyer & Company
Massachusetts
$353K -$53.4K -1,350 -13%
OSAM
1740
O'Shaughnessy Asset Management
Connecticut
$353K +$346K +8,715 +4,685%
DA
1741
DSC Advisors
Illinois
$351K +$30.5K +771 +10%
AWM
1742
Avior Wealth Management
Nebraska
$350K +$91.7K +2,319 +35%
GAM
1743
Gemmer Asset Management
California
$349K -$7.85K -198 -2%
CF
1744
Corrigan Financial
Rhode Island
$348K +$1.9K +48 +0.5%
CCM
1745
Carlson Capital Management
Minnesota
$347K +$142K +3,582 +69%
SFG
1746
Sather Financial Group
Texas
$347K +$347K +8,781 New
LP
1747
LGL Partners
Pennsylvania
$346K
TCM
1748
Tufton Capital Management
Maryland
$345K -$11.9K -300 -3%
IAP
1749
Indie Asset Partners
Indiana
$344K +$344K +8,679 New
UTC
1750
Unified Trust Company
Kentucky
$343K