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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 %
PP
1326
Professional Planning
California
$1.37M -$328K -7,245 -19%
FWP
1327
FAS Wealth Partners
Kansas
$1.37M +$39.1K +864 +3%
GC
1328
Gilbert & Cook
Iowa
$1.37M +$181K +4,005 +15%
CCG
1329
Chatham Capital Group
Georgia
$1.36M – – –
TFCP
1330
Twin Focus Capital Partners
Massachusetts
$1.36M -$1.36K -30 -0.1%
NNP
1331
Nachman Norwood & Parrott
South Carolina
$1.36M -$36.1K -798 -3%
TCM
1332
Traynor Capital Management
Pennsylvania
$1.35M -$147K -3,249 -10%
QCM
1333
Quest Capital Management
Texas
$1.35M -$178K -3,930 -12%
SCM
1334
SOL Capital Management
Maryland
$1.35M – – –
NHC
1335
Nicholas Hoffman & Company
Georgia
$1.35M +$28K +618 +2%
MLM
1336
Mount Lucas Management
Pennsylvania
$1.35M +$132K +2,907 +11%
JWM
1337
Jeppson Wealth Management
California
$1.34M -$3.8K -84 -0.3%
AFP
1338
Ausdal Financial Partners
Iowa
$1.34M +$10.3K +228 +0.8%
GTAM
1339
Global Trust Asset Management
Florida
$1.34M +$286K +6,309 +27%
FDS
1340
First Dallas Securities
Texas
$1.33M -$13.4K -297 -1%
RIA
1341
Realta Investment Advisors
Delaware
$1.33M +$23K +507 +2%
DA
1342
Denali Advisors
California
$1.33M +$1.33M +29,400 New
WPC
1343
White Pine Capital
Minnesota
$1.33M -$16K -354 -1%
MPIA
1344
Mountain Pacific Investment Advisers
Idaho
$1.33M +$31.4K +693 +2%
FNBOH
1345
First National Bank of Hutchinson
Kansas
$1.33M +$257K +5,673 +24%
SWK
1346
Stephen W. Kidder
$1.32M – – –
ANB
1347
Amarillo National Bank
Texas
$1.32M – – –
DBRC
1348
D.B. Root & Company
Pennsylvania
$1.32M -$25.1K -555 -2%
IP
1349
Investment Partners
Ohio
$1.32M +$1.5K +33 +0.1%
PI
1350
Pettee Investors
Connecticut
$1.32M +$228K +5,025 +21%
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