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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 %
CS
1001
Candriam SCA
Luxembourg
$2.57M – – –
SAM
1002
Shikiar Asset Management
New York
$2.56M -$4.05M -89,409 -61%
LS
1003
Leelyn Smith
Illinois
$2.56M +$135K +2,979 +6%
RGC
1004
Roberts, Glore & Co
Illinois
$2.56M -$27.8K -615 -1%
PCAP
1005
Pratt Collard Advisory Partners
New York
$2.55M +$20.2K +447 +0.8%
SFA
1006
Stewardship Financial Advisors
Georgia
$2.54M -$232K -5,124 -8%
SA
1007
SRH Advisors
Kansas
$2.54M +$272 +6 +0%
HBCM
1008
Heron Bay Capital Management
Michigan
$2.53M +$53K +1,170 +2%
CL
1009
CPWM LLC
Washington
$2.53M -$272 -6 -0%
SC
1010
Savant Capital
Illinois
$2.53M -$216K -4,776 -8%
DWA
1011
Douglass Winthrop Advisors
New York
$2.53M +$472K +10,434 +23%
SWA
1012
Stratos Wealth Advisors
Ohio
$2.53M +$432K +9,540 +21%
HTHT
1013
Hemenway Trust Hemenway Trust
New Hampshire
$2.52M +$50.3K +1,110 +2%
BWA
1014
BDO Wealth Advisors
Florida
$2.52M +$23.2K +513 +0.9%
RCAG
1015
Rehmann Capital Advisory Group
Michigan
$2.51M +$49.7K +1,098 +2%
CWM
1016
Cordatus Wealth Management
Pennsylvania
$2.51M -$1.9K -42 -0.1%
DFA
1017
Delta Financial Advisors
Louisiana
$2.5M +$24.6K +543 +1%
ZIG
1018
Zurich Insurance Group
Switzerland
$2.5M – – –
RA
1019
RFG Advisory
Alabama
$2.5M +$163K +3,600 +7%
CIAS
1020
Capital Investment Advisory Services
North Carolina
$2.5M +$170K +3,759 +7%
BFG
1021
Beacon Financial Group
Texas
$2.49M – – –
MIC
1022
Means Investment Company
Maine
$2.49M +$34.9K +771 +1%
FBP
1023
Flippin Bruce & Porter
Virginia
$2.49M -$266K -5,880 -10%
CTFG
1024
Capstone Triton Financial Group
Oklahoma
$2.49M -$121K -2,664 -5%
OF
1025
Outfitter Financial
Maine
$2.49M +$65.9K +1,455 +3%
39 40
41
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