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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 %
FNBOSM
1476
First National Bank of South Miami
Florida
$1.01M +$37.2K +822 +4%
KNW
1477
Kesler Norman & Wride
Utah
$1.01M +$31.1K +687 +3%
CCM
1478
Chilton Capital Management
Texas
$1M -$225K -4,974 -18%
RG
1479
Renaissance Group
Kentucky
$1M +$57.3K +1,266 +6%
GA
1480
GoalVest Advisory
New York
$1M +$138K +3,057 +16%
FBT
1481
First Bankers Trust
Kentucky
$1M -$217K -4,797 -18%
PFSC
1482
Peoples Financial Services Corp
Pennsylvania
$1M +$281K +6,195 +39%
CA
1483
Continuum Advisory
Idaho
$1M -$2.86M -61,266 -74%
LWP
1484
Lumature Wealth Partners
Georgia
$1M +$220K +4,848 +28%
AIS
1485
AM Investment Strategies
Tennessee
$998K +$512K +11,307 +105%
IFWM
1486
Institute for Wealth Management
Colorado
$995K +$181K +3,993 +22%
BEAM
1487
Baker Ellis Asset Management
Washington
$994K – – –
PA
1488
PFG Advisors
Arizona
$994K +$95.9K +2,118 +11%
GWSG
1489
GPS Wealth Strategies Group
Colorado
$993K +$98.5K +2,175 +11%
AG
1490
AlphaSimPlex Group
Massachusetts
$991K -$279K -6,153 -22%
BFO
1491
Biltmore Family Office
North Carolina
$991K +$136 +3 +0%
KFS
1492
Kurt F. Somerville
$989K – – –
SAG
1493
Spotlight Asset Group
Illinois
$989K +$621K +13,719 +169%
RCM
1494
RB Capital Management
Nevada
$988K +$142K +3,138 +17%
IPW
1495
Inlet Private Wealth
Florida
$985K – – –
AWA
1496
Aaron Wealth Advisors
Illinois
$984K +$500K +11,046 +103%
SAM
1497
Secure Asset Management
Michigan
$979K +$106K +2,331 +12%
SDAM
1498
Shulman DeMeo Asset Management
New York
$975K +$49K +1,083 +5%
IC
1499
Intersect Capital
California
$975K +$149K +3,285 +18%
FNFDCM
1500
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$973K +$87K +1,920 +10%
58 59
60
61 62