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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 %
CAN
451
Cetera Advisor Networks
California
$10.5M +$327K +7,233 +3%
EWM
452
Edge Wealth Management
New York
$10.5M +$2.53M +55,893 +32%
LA
453
Lynch & Associates
Indiana
$10.5M +$280K +6,186 +3%
FG
454
Fiduciary Group
Georgia
$10.5M +$105K +2,250 +1%
WM
455
WS Management
Florida
$10.4M -$498K -10,989 -5%
MCM
456
MAI Capital Management
Ohio
$10.4M +$1.03M +22,779 +11%
AB
457
Amalgamated Bank
New York
$10.3M -$381K -8,409 -4%
ANBT
458
American National Bank & Trust
Texas
$10.3M -$82.6K -1,824 -0.8%
AP
459
Atwood & Palmer
Missouri
$10.3M +$215K +4,743 +2%
ETC
460
Exchange Traded Concepts
Oklahoma
$10.3M +$1.77M +39,168 +21%
CGH
461
Crossmark Global Holdings
Texas
$10.3M -$431K -9,525 -4%
Kovitz Investment Group Partners
462
Kovitz Investment Group Partners
Illinois
$10.2M -$19K -420 -0.2%
BRWA
463
B. Riley Wealth Advisors
Florida
$10.2M +$3.6M +78,927 +55%
SCA
464
STALEY CAPITAL ADVISERS
Pennsylvania
$9.94M +$9.69M +214,020 +3,892%
BG
465
Bollard Group
Massachusetts
$9.92M +$16.6K +366 +0.2%
FNT
466
First National Trust
Pennsylvania
$9.9M -$533K -11,772 -5%
ACP
467
Ashfield Capital Partners
California
$9.86M -$846K -18,696 -8%
CA
468
Callahan Advisors
Texas
$9.85M -$68.2K -1,506 -0.7%
CSIC
469
Clifford Swan Investment Counsel
California
$9.77M -$546K -12,051 -5%
GIA
470
Granite Investment Advisors
New Hampshire
$9.75M -$27K -597 -0.3%
RCYC
471
Richard C. Young & Co
Rhode Island
$9.74M +$61.1K +1,350 +0.6%
MYAM
472
Meiji Yasuda Asset Management
Japan
$9.66M +$930K +20,532 +11%
BCM
473
Buckhead Capital Management
Georgia
$9.66M -$607K -13,404 -6%
CT
474
Cambridge Trust
Massachusetts
$9.63M -$77K -1,701 -0.8%
AP
475
Advisor Partners
California
$9.61M -$632K -13,950 -6%
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