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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 %
TFO
1876
Tarbox Family Office
California
$78K
CWM
1877
Cranbrook Wealth Management
Michigan
$77K +$16.6K +417 +27%
BCM
1878
Bourgeon Capital Management
Connecticut
$75K +$75K +1,890 New
HR
1879
Howe & Rusling
New York
$74K
FPS
1880
Fieldpoint Private Securities
Connecticut
$73K
LWS
1881
Lucia Wealth Services
California
$71K
OFS
1882
Orrstown Financial Services
Pennsylvania
$69K
CPA
1883
Clear Perspective Advisors
Illinois
$67K
HI
1884
Human Investing
Oregon
$67K
APSP
1885
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K
TFGT
1886
TS Financial Group (TSFG)
Illinois
$64K
QAM
1887
QCI Asset Management
New York
$62K +$36.3K +918 +142%
TVWM
1888
Tower View Wealth Management
Wisconsin
$62K +$62K +1,575 New
LFG
1889
LifePlan Financial Group
Ohio
$60K
TF
1890
TimeScale Financial
Massachusetts
$60K +$10.6K +267 +21%
SMG
1891
Spectrum Management Group
Indiana
$59K
LWA
1892
Lowe Wealth Advisors
Maryland
$58K +$12.1K +306 +26%
FEG
1893
Financial Enhancement Group
Indiana
$57K +$47.5K +1,200 +500%
GT
1894
Glenmede Trust
Pennsylvania
$56.6K -$2.97K -75,078 -5%
CBT
1895
Central Bank & Trust
Kentucky
$54K -$1.68K -42 -3%
KFS
1896
Kelly Financial Services
Massachusetts
$54K +$6.64K +168 +14%
GWA
1897
Guidant Wealth Advisors
Illinois
$53K
MIP
1898
Mondrian Investment Partners
United Kingdom
$49K
WWM
1899
Willingdon Wealth Management
North Carolina
$49K +$5.83K +147 +13%
EIP
1900
Ellis Investment Partners
Pennsylvania
$47K