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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 %
LOPW
1501
Live Oak Private Wealth
North Carolina
$971K -$1.36K -30 -0.1%
CFO
1502
CVA Family Office
Colorado
$970K +$194K +4,278 +25%
GAM
1503
Gould Asset Management
California
$969K +$25.8K +570 +3%
ATC
1504
Adirondack Trust Company
New York
$966K +$124K +2,745 +15%
QPWM
1505
Quadrant Private Wealth Management
Pennsylvania
$965K -$23.1K -510 -2%
BAM
1506
Beaumont Asset Management
Texas
$965K +$20K +441 +2%
DIM
1507
Delta Investment Management
California
$964K -$106K -2,331 -10%
LC
1508
Lincoln Capital
Nebraska
$963K – – –
TSS
1509
Two Sigma Securities
New York
$962K +$177K +3,915 +23%
IA
1510
Insight Advisors
Pennsylvania
$960K +$130K +2,787 +16%
SEC
1511
Seven Eight Capital
New York
$957K – – –
PWP
1512
Principle Wealth Partners
Connecticut
$956K +$173K +3,828 +22%
PG
1513
Proffitt & Goodson
Tennessee
$955K -$7.2K -159 -0.7%
JIC
1514
Joel Isaacson & Co
New York
$953K +$196K +4,332 +26%
CBA
1515
Coastal Bridge Advisors
Connecticut
$952K +$25.4K +561 +3%
CC
1516
Cannell & Co
New York
$951K – – –
TC
1517
Toews Corporation
New Jersey
$951K +$951K +21,000 New
LCM
1518
Liberty Capital Management
Michigan
$949K – – –
RFA
1519
Reilly Financial Advisors
California
$949K +$147K +3,249 +18%
WP
1520
WealthShield Partners
North Carolina
$947K +$61.8K +1,365 +7%
BFO
1521
Boston Family Office
Massachusetts
$946K +$3.6K +75 +0.4%
AWM
1522
Affinity Wealth Management
Delaware
$945K +$6.19K +132 +0.7%
HWMG
1523
Hurlow Wealth Management Group
Indiana
$943K +$1.63K +36 +0.2%
SLT
1524
St Louis Trust
Missouri
$942K -$161K -3,549 -15%
BEI
1525
Benjamin Edwards Inc
Missouri
$939K -$58.7K -1,296 -6%
59 60
61
62 63