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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 %
TCM
1101
Telos Capital Management
California
$2.19M +$987K +21,795 +82%
AIC
1102
Ameritas Investment Company
Nebraska
$2.19M +$69.7K +1,539 +3%
NL
1103
NVWM LLC
Pennsylvania
$2.19M +$15.6K +345 +0.7%
NG
1104
Northstar Group
New York
$2.19M -$8.96K -198 -0.4%
VAS
1105
Vestmark Advisory Solutions
Massachusetts
$2.19M +$261K +5,757 +14%
BCM
1106
Brookstone Capital Management
Illinois
$2.19M +$451K +9,963 +26%
SIAP
1107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.18M +$155K +3,414 +8%
JG
1108
Jefferies Group
New York
$2.18M -$62.1K -1,371 -3%
LBD
1109
Landsberg Bennett & Dubbaneh
Florida
$2.18M +$186K +4,110 +9%
CCG
1110
Ceeto Capital Group
Florida
$2.18M +$204K +4,500 +10%
AF
1111
Allworth Financial
California
$2.18M +$1.21M +26,679 +124%
NAM
1112
NTV Asset Management
West Virginia
$2.17M -$6.11K -135 -0.3%
SC
1113
Sepio Capital
Utah
$2.17M +$111K +2,445 +5%
HVP
1114
Hudson Value Partners
Florida
$2.16M +$1.08M +23,841 +99%
FAIM
1115
Financial Advocates Investment Management
Washington
$2.16M +$56K +1,236 +3%
RCM
1116
Regency Capital Management
Hawaii
$2.16M +$2.16M +47,622 New
RWA
1117
Ropes Wealth Advisors
Massachusetts
$2.15M +$60.6K +1,302 +3%
BO
1118
BRR OpCo
Ohio
$2.15M -$153K -3,369 -7%
BOS
1119
Bank of Stockton
California
$2.15M -$75K -1,656 -3%
SIP
1120
Stoneridge Investment Partners
Pennsylvania
$2.13M +$1.39M +30,612 +186%
SXL
1121
Summit X LLC
Missouri
$2.12M +$26K +573 +1%
CW
1122
CreativeOne Wealth
Kansas
$2.1M -$105K -2,313 -5%
SNBOSCI
1123
Security National Bank of Sioux City Iowa
Iowa
$2.1M +$282K +6,219 +16%
WWM
1124
Wolff Wiese Magana
California
$2.1M +$235K +5,202 +13%
CIA
1125
Choate Investment Advisors
Massachusetts
$2.08M +$259K +5,724 +14%
43 44
45
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