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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 %
SP
1126
Successful Portfolios
Florida
$2.07M +$62.6K +1,383 +3%
HBWM
1127
Hollow Brook Wealth Management
New York
$2.07M -$155K -3,417 -7%
SWM
1128
Sculati Wealth Management
Michigan
$2.07M +$6.11K +135 +0.3%
EF
1129
Empirical Finance
Pennsylvania
$2.06M – – –
IIC
1130
Ironwood Investment Counsel
Arizona
$2.06M -$597K -13,176 -22%
PWA
1131
Providence Wealth Advisors
Illinois
$2.06M +$6.25K +138 +0.3%
SG
1132
StoneX Group
New York
$2.05M -$11.9K -261 -0.6%
QI
1133
Qtron Investments
Massachusetts
$2.05M -$105K -2,319 -5%
WAAG
1134
Wealth Alliance Advisory Group
Kansas
$2.05M +$8.56K +189 +0.4%
AFA
1135
Abacus FCF Advisors
Florida
$2.05M -$12.8K -285 -0.6%
RHDIC
1136
R.H. Dinel Investment Counsel
California
$2.04M – – –
JFA
1137
Johanson Financial Advisors
California
$2.04M +$88.6K +1,908 +5%
PCC
1138
Park Circle Company
Maryland
$2.04M – – –
CIC
1139
Canal Insurance Company
South Carolina
$2.04M +$2.04M +45,000 New
CFA
1140
Carroll Financial Associates
North Carolina
$2.03M +$10K +222 +0.5%
JF
1141
Jump Financial
Illinois
$2.03M +$1.34M +29,493 +192%
FHA
1142
Flagship Harbor Advisors
Massachusetts
$2.02M +$248K +5,469 +14%
PRS
1143
Pinkerton Retirement Specialists
Idaho
$2.02M +$55K +1,215 +3%
BUB
1144
BBVA USA Bancshares
Texas
$2.02M +$108K +2,385 +6%
KIC
1145
Kensington Investment Counsel
California
$2.01M +$236K +5,211 +13%
PFBT
1146
Parkside Financial Bank & Trust
Missouri
$2.01M -$113K -2,493 -5%
CG
1147
Caprock Group
Idaho
$2M +$30.6K +672 +2%
MCM
1148
Maryland Capital Management
Maryland
$2M +$245K +5,406 +14%
NGA
1149
Naples Global Advisors
Florida
$2M +$318K +7,020 +19%
S
1150
SimplyRich
California
$2M +$26.5K +585 +1%
44 45
46
47 48