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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 %
CHJWM
1376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.22M +$296K +6,414 +32%
IBOK
1377
Independence Bank of Kentucky
Kentucky
$1.21M -$367K -8,106 -23%
CLOS
1378
Compagnie Lombard Odier SCmA
Switzerland
$1.21M -$63.2K -1,395 -5%
CCC
1379
Crescent Capital Consulting
Louisiana
$1.21M +$71.2K +1,569 +6%
MSFS
1380
Main Street Financial Solutions
Pennsylvania
$1.21M +$107K +2,361 +10%
VCM
1381
Virtue Capital Management
Tennessee
$1.21M -$131K -2,886 -10%
BCA
1382
Bay Colony Advisors
Massachusetts
$1.21M +$148K +3,279 +14%
BFIM
1383
Beese Fulmer Investment Management
Ohio
$1.21M +$126K +2,793 +12%
SFFS
1384
Stonehage Fleming Financial Services
Jersey
$1.2M – – –
BHIA
1385
Birch Hill Investment Advisors
Massachusetts
$1.2M -$401K -8,850 -25%
WAG
1386
Winthrop Advisory Group
Massachusetts
$1.2M +$30.1K +666 +3%
CC
1387
Courier Capital
New York
$1.2M +$138K +3,048 +13%
AIC
1388
Archer Investment Corporation
Indiana
$1.2M +$167K +3,693 +16%
SYBT
1389
Stock Yards Bank & Trust
Kentucky
$1.2M -$79.2K -1,749 -6%
VDI
1390
Vaughan David Investments
Illinois
$1.2M -$77.4K -1,710 -6%
LCM
1391
LCM Capital Management
Illinois
$1.19M -$33.1K -732 -3%
HCM
1392
Hollencrest Capital Management
California
$1.19M -$10.3K -228 -0.9%
MCC
1393
Money Concepts Capital
Florida
$1.19M +$54.3K +1,200 +5%
IWS
1394
Insight Wealth Strategies
California
$1.19M +$354K +7,809 +42%
CGH
1395
CMG Global Holdings
Texas
$1.19M +$1.19M +26,262 New
WSC
1396
Wellington Shields & Co
New York
$1.18M -$951K -21,000 -45%
BJL
1397
Brighton Jones LLC
Washington
$1.18M +$151K +3,327 +15%
6F
1398
626 Financial
Michigan
$1.18M +$1.18M +23,682 New
FCFS
1399
First Command Financial Services
Texas
$1.17M -$112K -2,469 -9%
FCB
1400
First Command Bank
Texas
$1.17M -$112K -2,469 -9%
54 55
56
57 58