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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 %
MAM
1451
Magellan Asset Management
Australia
$1.06M +$76.1K +1,680 +8%
FFN
1452
Focus Financial Network
Minnesota
$1.05M +$127K +2,793 +14%
SA
1453
Strategic Advisors
New York
$1.05M +$86.7K +1,917 +9%
CF
1454
Clarity Financial
Texas
$1.05M -$713K -15,750 -40%
WLIM
1455
White Lighthouse Investment Management
Massachusetts
$1.05M -$105K -2,319 -9%
HFBOT
1456
Home Federal Bank of Tennessee
Tennessee
$1.05M – – –
AMG
1457
Asset Management Group
Connecticut
$1.05M +$3.81K +84 +0.4%
AA
1458
Ancora Advisors
Ohio
$1.05M +$82.6K +1,824 +9%
CCA
1459
Catalyst Capital Advisors
New York
$1.04M +$599K +13,236 +135%
PWM
1460
PBMares Wealth Management
Virginia
$1.04M +$58.8K +1,299 +6%
AWP
1461
Accretive Wealth Partners
New Jersey
$1.04M +$81.5K +1,800 +8%
LWA
1462
Lineweaver Wealth Advisors
Ohio
$1.04M +$258K +5,703 +33%
SIA
1463
SkyView Investment Advisors
New Jersey
$1.04M -$72.6K -1,602 -7%
4WM
1464
44 Wealth Management
Oregon
$1.03M – – –
AW
1465
ACG Wealth
Georgia
$1.03M -$117K -2,580 -10%
DI
1466
Disciplined Investments
Oklahoma
$1.03M +$747K +16,494 +261%
CMI
1467
Clare Market Investments
Texas
$1.03M -$210K -4,632 -17%
HPC
1468
Hobart Private Capital
North Carolina
$1.03M -$7.74K -171 -0.7%
CST
1469
Charles Schwab Trust
Nevada
$1.02M -$307K -6,789 -23%
CAM
1470
Cozad Asset Management
Illinois
$1.02M +$99.3K +2,193 +11%
OPWM
1471
Oxinas Partners Wealth Management
Indiana
$1.02M +$146K +3,231 +17%
AIP
1472
Almanack Investment Partners
Pennsylvania
$1.02M +$345K +7,596 +51%
IP
1473
Intellectus Partners
California
$1.01M -$55.8K -1,227 -5%
GAM
1474
Grandview Asset Management
Pennsylvania
$1.01M -$20K -441 -2%
RIM
1475
Redwood Investment Management
Arizona
$1.01M +$697K +15,444 +222%
57 58
59
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