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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 %
HWA
1251
HCR Wealth Advisors
California
$1.62M -$35.2K -777 -2%
MCAI
1252
Members Capital Advisors Inc
Wisconsin
$1.61M – – –
EBSAM
1253
Eubel Brady & Suttman Asset Management
Ohio
$1.6M +$871K +19,236 +119%
CWM
1254
Chesapeake Wealth Management
Virginia
$1.6M +$89.4K +1,974 +6%
AT
1255
Arden Trust
Delaware
$1.6M -$76.7K -1,695 -5%
SS
1256
Sunbelt Securities
Texas
$1.59M +$617K +13,635 +63%
GC
1257
Guardian Capital
Ontario, Canada
$1.59M +$272K +6,000 +21%
P
1258
Pitcairn
Pennsylvania
$1.59M -$2.58K -57 -0.2%
FFBTD
1259
First Financial Bank - Trust Division
Ohio
$1.59M -$62.2K -1,374 -4%
VWM
1260
Vigilare Wealth Management
Arizona
$1.58M -$173K -3,816 -10%
WP
1261
WealthPLAN Partners
Nebraska
$1.58M -$391K -8,340 -20%
CWMU
1262
Caliber Wealth Management (Utah)
Utah
$1.58M +$246K +5,442 +19%
FP
1263
Financial Perspectives
Minnesota
$1.58M +$1.57M +637,884 +13,483%
CA
1264
Crumly & Associates
Illinois
$1.58M +$251K +5,550 +19%
BFM
1265
Boston Financial Management
Massachusetts
$1.57M -$17K -375 -1%
PIM
1266
Penobscot Investment Management
Massachusetts
$1.57M +$522K +11,520 +50%
TCOO
1267
Trust Company of Oklahoma
Oklahoma
$1.57M +$88.6K +1,956 +6%
TIA
1268
Trust Investment Advisors
Indiana
$1.56M -$101K -2,241 -6%
FIM
1269
Freedom Investment Management
Connecticut
$1.56M +$194K +4,290 +14%
OPS
1270
Orion Portfolio Solutions
Nebraska
$1.56M +$206K +4,551 +15%
TCA
1271
Transcend Capital Advisors
New Jersey
$1.54M +$151K +3,333 +11%
F
1272
F3Logic
Minnesota
$1.54M -$1.53M -33,756 -50%
PWMG
1273
Prestige Wealth Management Group
New Jersey
$1.54M +$86.9K +1,920 +6%
MWA
1274
Meridian Wealth Advisors
Texas
$1.53M -$26.2K -579 -2%
MCP
1275
Moab Capital Partners
New York
$1.53M – – –
49 50
51
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