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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 %
AWE
1401
Avidian Wealth Enterprises
Texas
$1.17M -$96.4K -2,130 -8%
EIA
1402
Edgemoor Investment Advisors
Maryland
$1.17M – – –
GSEP
1403
Golden State Equity Partners
California
$1.17M -$481K -10,617 -29%
AI
1404
AXS Investments
New York
$1.17M +$1.17M +25,746 New
AIM
1405
AMI Investment Management
Indiana
$1.16M -$179K -3,960 -13%
AWM
1406
Altium Wealth Management
New York
$1.16M +$186K +4,116 +19%
AWM
1407
Apollon Wealth Management
South Carolina
$1.16M -$1.44M -31,806 -55%
Verition Fund Management
1408
Verition Fund Management
Connecticut
$1.15M -$819K -18,099 -42%
MP
1409
McDonald Partners
Ohio
$1.15M +$165K +3,636 +17%
CIM
1410
CIM Investment Management
Pennsylvania
$1.15M -$709K -15,666 -38%
GWM
1411
Gray Wealth Management
Maine
$1.15M +$276K +6,102 +32%
BCM
1412
Birmingham Capital Management
Alabama
$1.14M -$4.08K -90 -0.4%
DA
1413
Dillon & Associates
Michigan
$1.14M -$34K -750 -3%
XSC
1414
X-Square Capital
Puerto Rico
$1.14M -$44.8K -990 -4%
MMG
1415
Monetary Management Group
Missouri
$1.14M +$67.9K +1,500 +6%
KJHP
1416
K.J. Harrison & Partners
Ontario, Canada
$1.14M -$209K -4,605 -16%
AA
1417
Altman Advisors
Illinois
$1.13M -$16.2K -357 -1%
IFS
1418
Ifrah Financial Services
Arkansas
$1.13M -$12.6K -279 -1%
TA
1419
Tectonic Advisors
Texas
$1.13M +$22.8K +504 +2%
FHC
1420
First Heartland Consultants
Missouri
$1.13M +$24.2K +534 +2%
AB
1421
Atlas Brown
Kentucky
$1.12M +$73.8K +1,629 +7%
FFS
1422
Founders Financial Securities
Maryland
$1.12M +$63K +1,392 +6%
RWM
1423
Ritholtz Wealth Management
New York
$1.12M +$608K +13,422 +119%
EAM
1424
Evanson Asset Management
California
$1.12M +$8.83K +195 +0.8%
APG
1425
Abacus Planning Group
South Carolina
$1.12M +$47.8K +1,056 +4%
55 56
57
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