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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 %
SAI
1151
Systematic Alpha Investments
New Jersey
$2M -$802K -17,700 -29%
TTWM
1152
TCV Trust & Wealth Management
Virginia
$2M -$8.83K -195 -0.4%
HA
1153
HYA Advisors
Missouri
$2M +$122K +2,685 +6%
SIM
1154
Sentry Investment Management
Wisconsin
$1.99M -$10.2M -225,459 -84%
PMG
1155
ProVise Management Group
Florida
$1.99M +$36K +795 +2%
LWAC
1156
Laurel Wealth Advisors (California)
California
$1.99M +$111K +2,448 +6%
MMPW
1157
Mitchell McLeod Pugh & Williams
Alabama
$1.99M +$58.7K +1,296 +3%
FTDI
1158
First Trust Direct Indexing
Massachusetts
$1.99M +$109K +2,400 +6%
BSB
1159
Bangor Savings Bank
Maine
$1.99M +$40.6K +897 +2%
WG
1160
Welch Group
Alabama
$1.98M +$699K +15,447 +55%
MWM
1161
Mission Wealth Management
California
$1.97M +$259K +5,730 +15%
KC
1162
Kinloch Capital
Virginia
$1.97M +$101K +2,232 +5%
SNBOSD
1163
Security National Bank of So Dak
Iowa
$1.97M +$25.4K +561 +1%
CC
1164
Cipher Capital
New York
$1.96M -$4.68M -103,371 -70%
NSIM
1165
North Star Investment Management
Illinois
$1.96M +$22.7K +501 +1%
HIM
1166
HawsGoodwin Investment Management
Tennessee
$1.96M -$77.6K -1,713 -4%
QCG
1167
Quadrant Capital Group
Ohio
$1.94M +$184K +4,053 +10%
KWM
1168
Keebeck Wealth Management
Illinois
$1.94M -$15.1K -333 -0.8%
AIM
1169
Aspen Investment Management
Michigan
$1.94M -$1.28M -28,377 -40%
RBFC
1170
Roman Butler Fullerton & Co
Missouri
$1.94M +$62.8K +1,344 +3%
JC
1171
Jacobs & Co
California
$1.93M +$1.29M +28,560 +203%
ACM
1172
Allred Capital Management
Texas
$1.92M -$33.3K -735 -2%
PCIA
1173
Prime Capital Investment Advisors
Kansas
$1.92M -$823K -27,114 -30%
HCM
1174
Hengehold Capital Management
Ohio
$1.91M -$29.5K -651 -2%
ANRIA
1175
American National Registered Investment Advisor
Texas
$1.9M -$2.72K -60 -0.1%
45 46
47
48 49