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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 %
AWM
2026
Atticus Wealth Management
Florida
$101K +$101K +2,544 New
SLF
2027
Sun Life Financial
Ontario, Canada
$100K -$37.2K -942 -27%
TT
2028
TI-Trust
Illinois
$98K +$98K +2,475 New
LAS
2029
Lloyd Advisory Services
Georgia
$97K +$97K +2,448 New
WAS
2030
Winch Advisory Services
Wisconsin
$90K +$7.93K +201 +10%
FMP
2031
Financial Management Professionals
Texas
$88K -$1.9K -48 -2%
CFD
2032
Creative Financial Designs
Indiana
$86K -$11.9K -300 -12%
FPS
2033
Fieldpoint Private Securities
Connecticut
$85K +$12.1K +306 +17%
SFG
2034
Sowa Financial Group
Rhode Island
$84K +$84K +2,127 New
KTC
2035
Kistler-Tiffany Companies
Pennsylvania
$83K
CFN
2036
Cordasco Financial Network
Florida
$83K +$83K +2,100 New
EARNEST Partners
2037
EARNEST Partners
Georgia
$82K
HWM
2038
Howard Wealth Management
Connecticut
$82K +$82K +2,079 New
BEI
2039
Benjamin Edwards Inc
Missouri
$81K -$9.66K -243 -11%
NCM
2040
New Capital Management
Texas
$80K
BWP
2041
Baldwin Wealth Partners
Massachusetts
$79K
APWM
2042
Atlas Private Wealth Management
New York
$77K +$77K +1,944 New
PCA
2043
Providence Capital Advisors
North Carolina
$76K -$30.3K -762 -29%
TFO
2044
Tarbox Family Office
California
$76K -$2.86K -72 -4%
CWM
2045
Cranbrook Wealth Management
Michigan
$76K -$953 -24 -1%
BCM
2046
Bourgeon Capital Management
Connecticut
$75K
HR
2047
Howe & Rusling
New York
$75K
MAWCM
2048
Mine & Arao Wealth Creation & Management
California
$74K +$74K +1,872 New
LFA
2049
Lighthouse Financial Advisors
Maryland
$73K +$73K +1,857 New
LWS
2050
Lucia Wealth Services
California
$71K