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Walmart
WMT

Overview Fund Activity

2,476 hedge funds and large institutions have $114B invested in Walmart in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,234 increasing their positions, 864 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,476
Holders Change
-25
Holders Change %
-1%
% of All Funds
43.6%
Holding in Top 10
73
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-34.23%
% of All Funds
1.29%
New
145
Increased
1,234
Reduced
864
Closed
140
Calls
$3.48B
Puts
$3.02B
Net Calls
+$460M
Net Calls Change
+$199M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$629M
2
AS
Altshuler Shaham
Israel
+$305M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$250M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$227M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$544M
3
State Street
State Street
Massachusetts
-$334M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRWA
2551
Platte River Wealth Advisors
Colorado
– -$450K -9,327 Closed
TCOK
2552
Trust Company of Kansas
Kansas
– -$440K -9,156 Closed
CCFM
2553
Clear Creek Financial Management
Washington
– -$411K -8,550 Closed
PM
2554
Parametrica Management
Hong Kong
– -$396K -8,247 Closed
AA
2555
AQR Arbitrage
Connecticut
– -$387K -8,109 Closed
HGWM
2556
Harvest Group Wealth Management
Massachusetts
– -$362K -7,542 Closed
HI
2557
HBK Investments
Texas
– -$328K -6,819 Closed
CT
2558
Columbia Trust
Oregon
– -$307K -6,417 Closed
JWM
2559
Jupiter Wealth Management
Colorado
– -$288K -6,000 Closed
JAWM
2560
J. Arnold Wealth Management
Ohio
– -$287K -5,970 Closed
FFWM
2561
Future Financial Wealth Management
Ohio
– -$262K -5,460 Closed
TFA
2562
Teamwork Financial Advisors
Texas
– -$255K -5,307 Closed
CBFP
2563
Cedar Brook Financial Partners
Ohio
– -$249K -5,190 Closed
CNC
2564
Citizens & Northern Corp
Pennsylvania
– -$245K -5,109 Closed
OL
2565
Optas LLC
Texas
– -$245K -5,103 Closed
CCM
2566
Coe Capital Management
Illinois
– -$236K -4,914 Closed
CCA
2567
Cadent Capital Advisors
Oklahoma
– -$233K -4,842 Closed
PA
2568
Parkside Advisors
California
– -$232K -4,806 Closed
TWP
2569
Tempus Wealth Planning
California
– -$223K -4,644 Closed
PCWA
2570
Pacific Capital Wealth Advisors
California
– -$220K -4,584 Closed
PWSG
2571
Pacific Wealth Strategies Group
California
– -$222K -4,545 Closed
DCM
2572
Driehaus Capital Management
Illinois
– -$211K -4,398 Closed
BA
2573
Bristlecone Advisors
Washington
– -$211K -4,395 Closed
JWBC
2574
J.W. Burns & Co
New York
– -$210K -4,380 Closed
BIC
2575
Beach Investment Counsel
Pennsylvania
– -$209K -4,359 Closed
101 102
103
104 105