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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 %
GI
1301
Glovista Investments
New Jersey
$1.46M -$2.35M -51,957 -62%
CC
1302
Centiva Capital
New York
$1.45M +$284K +6,273 +24%
PAM
1303
Pegasus Asset Management
New York
$1.45M +$20.9K +462 +1%
SAF
1304
Smith Anglin Financial
Texas
$1.45M +$3.94K +87 +0.3%
LW
1305
Linscomb Wealth
Texas
$1.45M +$18.3K +405 +1%
TNA
1306
True North Advisors
Texas
$1.45M -$20.8K -459 -1%
AW
1307
Alaethes Wealth
Nevada
$1.44M +$1.44M +31,854 New
CAG
1308
Csenge Advisory Group
Florida
$1.44M +$6.99K +150 +0.5%
AIM
1309
Anchor Investment Management
South Carolina
$1.43M +$277K +6,117 +24%
HCM
1310
Highlander Capital Management
New Jersey
$1.43M +$13.6K +300 +1%
AF
1311
Aldebaran Financial
$1.43M +$12.4K +273 +0.9%
MFG
1312
MidWestOne Financial Group
Iowa
$1.43M +$145K +3,192 +11%
BAIA
1313
Bel Air Investment Advisors
California
$1.43M +$1.43M +31,572 New
CCI
1314
Credit Capital Investments
New Jersey
$1.43M – – –
UHC
1315
Union Heritage Capital
Michigan
$1.42M +$1.42M +31,350 New
SCM
1316
Spreng Capital Management
Ohio
$1.41M +$125K +2,760 +10%
NL
1317
Navalign LLC
California
$1.41M +$1.41M +31,182 New
FPB
1318
First PREMIER Bank
South Dakota
$1.41M +$679 +15 +0%
CPO
1319
Cerity Partners OCIO
New York
$1.41M +$43.9K +969 +3%
DSA
1320
Droms Strauss Advisors
Missouri
$1.4M +$12.8K +282 +0.9%
PWM
1321
Perigon Wealth Management
California
$1.4M +$282K +6,234 +25%
BCM
1322
Breiter Capital Management
Florida
$1.39M +$13.9K +306 +1%
CWM
1323
Centric Wealth Management
Illinois
$1.39M +$19.8K +438 +1%
ISWM
1324
Independent Solutions Wealth Management
New York
$1.38M -$127K -2,802 -8%
CRWM
1325
Castle Rock Wealth Management
California
$1.38M +$108K +2,319 +8%
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