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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 %
HR
1076
Hayden Royal
North Carolina
$2.31M +$2.31M +50,793 New
SWM
1077
SeaCrest Wealth Management
New York
$2.29M +$53.5K +1,182 +2%
BW
1078
Bison Wealth
Georgia
$2.29M +$201K +4,443 +10%
TC
1079
TownSquare Capital
Utah
$2.28M -$142K -3,132 -6%
CCM
1080
Cullen Capital Management
New York
$2.27M +$2.27M +50,154 New
CGL
1081
Clarius Group LLC
Washington
$2.27M +$319K +7,038 +16%
AA
1082
Argent Advisors
Louisiana
$2.26M +$455K +10,050 +25%
IGGA
1083
Iron Gate Global Advisors
Utah
$2.26M +$182K +4,029 +9%
OIA
1084
Optimum Investment Advisors
Illinois
$2.25M -$151K -3,342 -6%
BHBT
1085
Burke & Herbert Bank & Trust
Virginia
$2.25M -$15.4K -339 -0.7%
FRA
1086
Front Row Advisors
California
$2.25M +$764K +16,881 +51%
DSC
1087
Duncker Streett & Co
Missouri
$2.25M -$237K -5,241 -10%
MCM
1088
Monument Capital Management
Virginia
$2.24M -$194K -4,275 -8%
LFA
1089
Lighthouse Financial Advisors
Maryland
$2.24M -$27.3K -603 -1%
HCM
1090
Hudson Capital Management
New Jersey
$2.24M +$45.2K +999 +2%
AWA
1091
Arete Wealth Advisors
Illinois
$2.23M +$499K +11,025 +29%
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.21M -$95.9K -2,118 -4%
CF
1093
Centaurus Financial
California
$2.21M +$978K +21,600 +79%
DPIM
1094
Duff & Phelps Investment Management
Illinois
$2.21M – – –
LNB
1095
Ledyard National Bank
$2.2M -$64.1K -1,416 -3%
TMAM
1096
Tokio Marine Asset Management
Japan
$2.2M +$142K +3,138 +7%
NAMP
1097
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.2M +$316K +6,975 +17%
AF
1098
Advisornet Financial
Minnesota
$2.2M +$37.9K +837 +2%
SIM
1099
Sterling Investment Management
Arizona
$2.2M -$118K -2,613 -5%
CPC
1100
Congress Park Capital
New York
$2.2M +$231K +5,094 +12%
42 43
44
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