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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 %
APA
651
American Portfolios Advisors
New York
$5.6M +$783K +17,286 +16%
MHS
652
M Holdings Securities
Oregon
$5.58M +$1.78M +39,363 +47%
AWP
653
Ascent Wealth Partners
New York
$5.57M +$162K +3,570 +3%
JWM
654
JGP Wealth Management
Oregon
$5.53M +$51.8K +1,143 +0.9%
PC
655
Permanens Capital
New York
$5.53M +$1.09M +24,183 +25%
MCM
656
Mattern Capital Management
Colorado
$5.52M +$225K +4,959 +4%
CCM
657
Campbell Capital Management
Florida
$5.51M +$4.69M +103,644 +576%
AIA
658
Allied Investment Advisors
Montana
$5.5M +$267K +5,886 +5%
BCI
659
Brinker Capital Investments
Pennsylvania
$5.49M -$502K -11,082 -8%
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.48M +$75K +1,656 +1%
SFA
661
Sequoia Financial Advisors
Ohio
$5.48M +$81.5K +1,800 +2%
CK
662
Cohen Klingenstein
New York
$5.47M – – –
WC
663
Woodstock Corp
Massachusetts
$5.47M +$16.4K +363 +0.3%
NSEDCP
664
NJ State Employees Deferred Compensation Plan
New Jersey
$5.43M – – –
NM
665
NWI Management
New York
$5.43M – – –
BFS
666
Bradley Foster & Sargent
Connecticut
$5.43M +$170K +3,759 +3%
S
667
SignatureFD
Georgia
$5.42M +$309K +6,834 +6%
HC
668
Hendley & Co
Ohio
$5.4M -$59.1K -1,305 -1%
V
669
Veritable
Delaware
$5.4M +$71.6K +1,581 +1%
HAG
670
HighPoint Advisor Group
Illinois
$5.39M +$304K +6,519 +6%
FMBTD
671
First Midwest Bank Trust Division
Illinois
$5.38M +$49.3K +1,089 +0.9%
WF
672
WoodTrust Financial
Wisconsin
$5.34M +$265K +5,853 +5%
KRSITF
673
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M -$77.1K -1,704 -1%
ABC
674
Associated Banc-Corp
Wisconsin
$5.3M -$16.8K -444 -0.3%
GT
675
Greenleaf Trust
Michigan
$5.28M +$625K +13,806 +13%
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