WMT icon

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 %
CFA
1351
CWS Financial Advisors
Michigan
$1.32M – – –
DFG
1352
Demars Financial Group
Washington
$1.31M +$73.6K +1,626 +6%
SS
1353
Simplicity Solutions
Minnesota
$1.31M -$5.12M -113,091 -80%
GSBTD
1354
Glenview State Bank Trust Department
Illinois
$1.31M -$6.79K -150 -0.5%
TBNY
1355
Trustco Bank (New York)
New York
$1.3M -$27.2K -600 -2%
CAN
1356
Claraphi Advisory Network
United States
$1.29M +$586K +12,951 +84%
GC
1357
Gratus Capital
Georgia
$1.28M +$13.3K +294 +1%
LOAME
1358
Lombard Odier Asset Management (Europe)
United Kingdom
$1.27M -$110K -2,421 -8%
AP
1359
Arlington Partners
Alabama
$1.27M +$86.8K +1,917 +7%
I
1360
INVST
Indiana
$1.26M +$183K +3,924 +17%
MWM
1361
Madison Wealth Management
Ohio
$1.26M +$159K +3,522 +15%
NFC
1362
Northeast Financial Consultants
Connecticut
$1.25M +$14.4K +318 +1%
RG
1363
Rathbones Group
United Kingdom
$1.25M -$108K -2,376 -8%
AWM
1364
Aberdeen Wealth Management
Illinois
$1.25M -$46.9K -1,035 -4%
CAGAS
1365
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$306K -6,753 -20%
GC
1366
GFG Capital
Florida
$1.25M +$310K +6,852 +33%
GCM
1367
Gibraltar Capital Management
Oklahoma
$1.24M +$8.82K +195 +0.7%
JIP
1368
Jaffetilchin Investment Partners
Florida
$1.24M +$167K +3,696 +16%
LCM
1369
Logan Capital Management
Pennsylvania
$1.23M +$2.85K +63 +0.2%
PI
1370
PFS Investments
Georgia
$1.23M +$220K +4,860 +22%
BCV
1371
Banque Cantonale Vaudoise
Switzerland
$1.23M +$54.3K +1,200 +5%
YWP
1372
YorkBridge Wealth Partners
New York
$1.23M +$9.24K +204 +0.8%
WP
1373
WealthSource Partners
California
$1.22M +$547K +12,081 +81%
EMG
1374
ETF Managers Group
New Jersey
$1.22M +$501K +11,079 +70%
DAM
1375
Diamant Asset Management
Connecticut
$1.22M +$57K +1,260 +5%
53 54
55
56 57