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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 %
BWM
2576
Birchcreek Wealth Management
Ohio
– -$208K -4,338 Closed
AWA
2577
Acorn Wealth Advisors
Michigan
– -$207K -4,305 Closed
NPF
2578
Norris Perne & French
Michigan
– -$207K -4,299 Closed
1W
2579
1776 Wealth
Georgia
– -$206K -4,293 Closed
CIS
2580
Connors Investor Services
Pennsylvania
– -$206K -4,293 Closed
ACM
2581
Ategra Capital Management
Virginia
– -$205K -4,275 Closed
SCM
2582
Stordahl Capital Management
Colorado
– -$205K -4,263 Closed
KFA
2583
Krane Funds Advisors
New York
– -$203K -4,233 Closed
DTC
2584
Davidson Trust Company
Washington
– -$202K -4,218 Closed
BCMO
2585
Buckingham Capital Management (Ohio)
Ohio
– -$203K -4,215 Closed
LSWM
2586
Lorne Steinberg Wealth Management
Canada
– -$203K -4,209 Closed
AIIMS
2587
Analyst IMS Investment Management Services
Israel
– -$202K -4,200 Closed
ERWM
2588
Elk River Wealth Management
Colorado
– -$203K -4,200 Closed
RB
2589
Rodgers Brothers
Pennsylvania
– -$201K -4,191 Closed
GBA
2590
Garrison Bradford & Associates
New York
– -$200K -4,164 Closed
SEEDPG
2591
S.E.E.D. Planning Group
New York
– -$186K -3,861 Closed
EA
2592
Elm Advisors
California
– -$161K -3,345 Closed
BSSFA
2593
Baron Silver Stevens Financial Advisors
Florida
– -$155K -3,228 Closed
TI
2594
tru Independence
Oregon
– -$151 -3,147 Closed
WC
2595
Wexford Capital
Florida
– -$144K -3,000 Closed
CYG
2596
Clean Yield Group
Vermont
– -$137K -2,847 Closed
ICP
2597
Interchange Capital Partners
Pennsylvania
– -$108K -2,253 Closed
SFG
2598
Sowa Financial Group
Rhode Island
– -$102K -2,127 Closed
RA
2599
Rational Advisors
New York
– -$98K -2,031 Closed
IA
2600
IFS Advisors
Kansas
– -$93K -1,950 Closed
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