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Walmart

2,283 hedge funds and large institutions have $119B invested in Walmart in 2020 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,051 increasing their positions, 797 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+111
Holders Change %
+5.11%
% of All Funds
46.19%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.43%
New
201
Increased
1,051
Reduced
797
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
2026
Barrett Asset Management
New York
$271K +$81.9K +1,755 +43%
GIA
2027
Guyasuta Investment Advisors
Pennsylvania
$269K -$42K -900 -14%
AMG
2028
Advisors Management Group
Wisconsin
$269K
NEPPG
2029
New England Professional Planning Group
Rhode Island
$268K -$17.4K -357 -6%
MFT
2030
Moisand Fitzgerald Tamayo
Florida
$268K
AOWM
2031
Alpha Omega Wealth Management
Virginia
$267K
RCC
2032
Red Cedar Capital
Nebraska
$267K
CFFP
2033
Center for Financial Planning
Michigan
$266K -$3.5K -75 -1%
EW
2034
Element Wealth
Mississippi
$265K -$21.6K -462 -8%
PAG
2035
Pinnacle Advisory Group
Maryland
$264K
VCM
2036
Versant Capital Management
Arizona
$264K +$419 +9 +0.2%
HR
2037
Hardy Reed
Mississippi
$264K +$264K +5,670 New
CWM
2038
CCG Wealth Management
California
$263K -$22.4K -480 -8%
CIA
2039
Compass Ion Advisors
Pennsylvania
$263K +$263K +5,643 New
DLHL
2040
Donald L. Hagan LLC
Florida
$262K
HFAS
2041
Hummer Financial Advisory Services
Illinois
$260K -$28K -600 -10%
GD
2042
Grandfield & Dodd
New York
$260K
RFN
2043
RDA Financial Network
Iowa
$260K +$260K +5,574 New
LCM
2044
Leisure Capital Management
California
$259K -$69.9K -1,500 -21%
HCM
2045
HM Capital Management
Missouri
$259K +$2.94K +63 +1%
ZF
2046
Zhang Financial
Michigan
$258K +$280 +6 +0.1%
DWM
2047
Darwin Wealth Management
Florida
$257K -$18.7K -402 -7%
QT
2048
Quantamental Technologies
New York
$257K +$257K +5,502 New
FWM
2049
Fairhaven Wealth Management
Illinois
$256K -$9.38K -201 -4%
SCA
2050
STALEY CAPITAL ADVISERS
Pennsylvania
$256K