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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 %
KFGK
1426
Keystone Financial Group (Kentucky)
Kentucky
$1.12M +$55.6K +1,227 +5%
BCP
1427
Blue Chip Partners
Michigan
$1.12M -$111K -2,463 -9%
ACA
1428
Atlas Capital Advisors
Wyoming
$1.11M -$34.2K -756 -3%
EFS
1429
Essex Financial Services
Connecticut
$1.11M -$74.8K -1,653 -6%
NRS
1430
Neville Rodie & Shaw
New York
$1.11M +$2.72K +60 +0.2%
BCCM
1431
Bridge Creek Capital Management
Massachusetts
$1.11M +$403K +8,895 +57%
BP
1432
BBR Partners
New York
$1.1M +$116K +2,553 +12%
CIP
1433
Cornerstone Investment Partners
Georgia
$1.1M – – –
BFC
1434
Bedel Financial Consulting
Indiana
$1.1M +$180K +3,984 +20%
HCMT
1435
Highland Capital Management (Tennessee)
Tennessee
$1.1M +$130K +2,883 +13%
CA
1436
Cornerstone Advisory
Maryland
$1.1M -$91K -2,010 -8%
AIC
1437
Ayalon Insurance Company
Israel
$1.1M +$5.44K +120 +0.5%
EFSCE
1438
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M +$11.8K +261 +1%
LPIC
1439
LeJeune Puetz Investment Counsel
Michigan
$1.1M +$214K +4,725 +24%
BFPW
1440
BOK Financial Private Wealth
Colorado
$1.1M +$276K +6,087 +34%
NCM
1441
Narwhal Capital Management
Georgia
$1.09M -$28.9K -639 -3%
WEPOG
1442
Wealth Enhancement & Preservation of GA
Georgia
$1.09M +$32.3K +696 +3%
AGM
1443
Alpine Global Management
New York
$1.09M +$1.09M +24,000 New
PAM
1444
Paradigm Asset Management
New York
$1.09M -$27.2K -600 -2%
VFPI
1445
Vantage Financial Partners (Illinois)
Illinois
$1.09M +$6.79K +150 +0.6%
FWM
1446
Focused Wealth Management
New York
$1.08M +$14.1K +312 +1%
MG
1447
Mather Group
Illinois
$1.08M -$122K -2,694 -10%
FNB
1448
Farmers National Bank
Kentucky
$1.08M -$14K -309 -1%
CA
1449
Calton & Associates
Florida
$1.07M -$84.9K -1,875 -7%
IB
1450
Intrust Bank
Kansas
$1.07M -$176K -3,885 -14%
56 57
58
59 60