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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 %
DWT
1226
Dorsey & Whitney Trust
South Dakota
$1.71M -$31K -684 -2%
FMW
1227
Farr Miller & Washington
District of Columbia
$1.71M +$18.7K +414 +1%
LJAC
1228
L.J. Altfest & Co
New York
$1.7M +$473K +10,449 +38%
GIM
1229
Guardian Investment Management
California
$1.7M – – –
MTIM
1230
Marathon Trading Investment Management
Pennsylvania
$1.7M +$1.7M +37,500 New
BMA
1231
Brooks Moore & Associates
Tennessee
$1.7M +$197K +4,359 +13%
PL
1232
Plancorp LLC
Missouri
$1.69M -$56.2K -1,242 -3%
PWMAG
1233
Pinnacle Wealth Management Advisory Group
New Jersey
$1.69M -$85K -1,878 -5%
WJWM
1234
Williams Jones Wealth Management
New York
$1.69M +$152K +3,357 +10%
SRAM
1235
Spouting Rock Asset Management
Pennsylvania
$1.68M +$983K +21,717 +141%
CBT
1236
CoreFirst Bank & Trust
Kansas
$1.68M +$186K +4,110 +12%
MBT
1237
Montecito Bank & Trust
California
$1.68M -$264K -5,820 -14%
ATPW
1238
Ashton Thomas Private Wealth
Arizona
$1.68M +$106K +2,352 +7%
PH
1239
Pinnacle Holdings
Oklahoma
$1.67M +$17.3K +381 +1%
QCIG
1240
Quad-Cities Investment Group
Iowa
$1.66M +$951 +21 +0.1%
GLA
1241
Great Lakes Advisors
Illinois
$1.65M +$20.9K +462 +1%
BWM
1242
Baystate Wealth Management
Massachusetts
$1.65M +$39.9K +882 +2%
WA
1243
Wambolt & Associates
Colorado
$1.65M +$77.3K +1,710 +5%
WWM
1244
WT Wealth Management
Arizona
$1.65M +$114K +2,514 +7%
AFA
1245
AllGen Financial Advisors
Florida
$1.64M +$1.18M +93,846 +254%
OPA
1246
Old Port Advisors
Maine
$1.63M +$32.7K +723 +2%
GAM
1247
Geier Asset Management
Maryland
$1.63M +$116K +2,457 +8%
GCM
1248
Geneva Capital Management
Wisconsin
$1.63M +$1.63M +35,979 New
PCA
1249
Peddock Capital Advisors
Massachusetts
$1.62M +$132K +2,919 +9%
PA
1250
Procyon Advisors
Connecticut
$1.62M +$743K +16,416 +85%
48 49
50
51 52