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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 %
MFG
1526
Menard Financial Group
Texas
$934K -$225K -4,959 -19%
WSCM
1527
Wellington Shields Capital Management
New York
$933K -$537K -11,862 -37%
MWM
1528
Modera Wealth Management
New Jersey
$932K -$118K -2,601 -11%
SAA
1529
Southeast Asset Advisors
Georgia
$932K +$181K +4,002 +24%
LB
1530
Legacy Bridge
Iowa
$925K -$7.61K -168 -0.8%
WAM
1531
WNY Asset Management
New York
$923K +$390K +8,583 +73%
MW
1532
Marcum Wealth
Ohio
$920K +$435K +9,594 +90%
POIA
1533
Pin Oak Investment Advisors
Texas
$918K -$10.9K -240 -1%
LFG
1534
Lazard Frères Gestion
France
$918K – – –
PIA
1535
Pinion Investment Advisors
Kansas
$918K +$97.5K +2,154 +12%
RWA
1536
Redhawk Wealth Advisors
Minnesota
$917K +$24.7K +546 +3%
PIMG
1537
Patriot Investment Management Group
Tennessee
$917K +$537K +11,868 +142%
AP
1538
Americana Partners
Texas
$916K +$150K +3,447 +20%
NCM
1539
Next Capital Management
New York
$914K +$49K +1,083 +6%
DA
1540
Doliver Advisors
Texas
$914K +$85.5K +1,890 +10%
CA
1541
Claro Advisors
Massachusetts
$913K +$14.9K +330 +2%
LRPA
1542
L. Roy Papp & Associates
Arizona
$911K +$30.6K +675 +3%
WDC
1543
Woodward Diversified Capital
California
$910K -$38.2K -843 -4%
RW
1544
REDW Wealth
New Mexico
$907K – – –
WIS
1545
Wright Investors Service
Connecticut
$907K +$12.2K +270 +1%
MFW
1546
Mosaic Family Wealth
Missouri
$903K +$4.76K +105 +0.5%
PWPS
1547
Pinnacle Wealth Planning Services
Ohio
$901K -$80K -1,767 -8%
VNA
1548
Valley National Advisers
Pennsylvania
$896K +$1.22K +27 +0.1%
CANY
1549
Caxton Associates (New York)
New York
$896K +$896K +19,785 New
T
1550
TRUADVICE
Florida
$894K -$193K -4,152 -18%
60 61
62
63 64