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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 %
WSFS
1026
Wilmington Savings Fund Society
Delaware
$2.49M -$24K -531 -1%
AIA
1027
AIMZ Investment Advisors
California
$2.48M +$136 +3 +0%
CAAS
1028
Capital Asset Advisory Services
Michigan
$2.48M +$224K +4,938 +10%
OQS
1029
Occudo Quantitative Strategies
Florida
$2.48M +$2.48M +54,741 New
WWA
1030
WC Walker & Associates
California
$2.48M +$15.1K +324 +0.6%
MA
1031
Mutual Advisors
Nebraska
$2.46M -$575K -12,702 -19%
Parallax Volatility Advisers
1032
Parallax Volatility Advisers
California
$2.46M -$14.5M -319,800 -85%
MWM
1033
Mattern Wealth Management
Kansas
$2.45M -$41.8K -924 -2%
GVAG
1034
Great Valley Advisor Group
Delaware
$2.45M -$610K -13,482 -20%
SFO
1035
Stokes Family Office
Louisiana
$2.45M +$124K +2,736 +5%
AWM
1036
Aries Wealth Management
Maine
$2.44M +$28.1K +606 +1%
AP
1037
Appleton Partners
Massachusetts
$2.44M +$481K +10,617 +24%
MWM
1038
Meridian Wealth Management
Kentucky
$2.44M -$742K -16,386 -23%
IA
1039
IFG Advisory
Georgia
$2.44M -$14.7K -324 -0.6%
BWM
1040
BNC Wealth Management
Oregon
$2.44M +$33.1K +732 +1%
ADL
1041
Asset Dedication LLC
California
$2.43M -$756K -16,647 -24%
TCOV
1042
Trust Company of Vermont
Vermont
$2.43M +$71.9K +1,587 +3%
RP
1043
Riverbridge Partners
Minnesota
$2.43M -$33.5K -741 -1%
AFWM
1044
AMJ Financial Wealth Management
Virginia
$2.42M -$2.64M -58,362 -52%
GP
1045
Girard Partners
Pennsylvania
$2.42M -$15.9K -351 -0.7%
PFT
1046
Providence First Trust
Arizona
$2.42M -$13.6K -300 -0.6%
SIG
1047
Sargent Investment Group
Maryland
$2.42M – – –
GLA
1048
Good Life Advisors
Pennsylvania
$2.42M +$68.1K +1,512 +3%
GCM
1049
Gables Capital Management
Florida
$2.41M +$38K +840 +2%
JWCA
1050
J.W. Coons Advisors
Ohio
$2.4M -$143K -3,165 -6%
40 41
42
43 44