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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 %
CCP
926
Corient Capital Partners
California
$2.98M -$52K -1,149 -2%
SVWAG
927
Sound View Wealth Advisors Group
Georgia
$2.97M +$76.9K +1,698 +3%
SAMC
928
Spectrum Asset Management (California)
California
$2.96M +$154K +3,411 +6%
GRP
929
Global Retirement Partners
California
$2.96M +$503K +11,103 +20%
SBL
930
Sargent Bickham Lagudis
Colorado
$2.95M +$210K +4,638 +8%
TVWM
931
Tower View Wealth Management
Wisconsin
$2.95M +$174K +3,834 +6%
FLI
932
Family Legacy Inc
South Carolina
$2.93M +$25.1K +555 +0.9%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$2.92M +$595K +13,131 +26%
WCA
934
Westover Capital Advisors
Delaware
$2.92M -$454K -10,020 -13%
ANTB
935
AMG National Trust Bank
Colorado
$2.91M -$302K -6,663 -9%
HIP
936
HUB Investment Partners
Texas
$2.91M +$328K +7,254 +13%
BFA
937
Benedict Financial Advisors
Georgia
$2.91M -$35.2K -777 -1%
RPC
938
Rossmore Private Capital
Connecticut
$2.9M +$104K +2,301 +4%
FCBT
939
First Citizens Bank & Trust
North Carolina
$2.9M +$11.1K +246 +0.4%
WPW
940
Waldron Private Wealth
Pennsylvania
$2.9M +$2.99K +66 +0.1%
ET
941
Equitable Trust
Tennessee
$2.89M +$461K +10,185 +19%
HW
942
Hancock Whitney
Mississippi
$2.88M -$388K -8,577 -12%
KCPG
943
Kavar Capital Partners Group
Kansas
$2.87M +$806K +17,799 +39%
BP
944
Ballentine Partners
Massachusetts
$2.86M -$155K -3,411 -5%
SMC
945
Smith, Moore & Co
Missouri
$2.84M +$87.6K +1,935 +3%
NC
946
NovaPoint Capital
Georgia
$2.83M +$19.4K +429 +0.7%
FTA
947
Financial & Tax Architects
Missouri
$2.83M +$2.83M +62,442 New
APP
948
Avantax Planning Partners
Iowa
$2.83M -$145K -3,204 -5%
SW
949
SteelPeak Wealth
California
$2.83M +$462K +10,197 +20%
ETI
950
Enterprise Trust & Investment
California
$2.83M – – –
36 37
38
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