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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 %
PTB
1551
Pioneer Trust Bank
Oregon
$894K – – –
TW
1552
Towerpoint Wealth
California
$894K +$544K +12,000 +155%
OWM
1553
OneAscent Wealth Management
Alabama
$890K +$151K +3,333 +20%
WPP
1554
Whalerock Point Partners
Rhode Island
$888K -$117K -2,595 -12%
GDP
1555
Great Diamond Partners
Maine
$887K -$102K -2,247 -10%
SFSIG
1556
San Francisco Sentry Investment Group
California
$886K -$25.7K -567 -3%
TCM
1557
TD Capital Management
Tennessee
$886K +$253K +5,583 +40%
TF
1558
TLWM Financial
Texas
$884K +$21.8K +483 +3%
LFA
1559
Landmark Financial Advisors
Kentucky
$883K -$5.43K -120 -0.6%
LCH
1560
Lee Capital Holdings
New York
$883K +$340K +7,500 +63%
GIA
1561
Gladstone Institutional Advisory
Florida
$881K +$293K +6,477 +50%
CAM
1562
Columbia Asset Management
Michigan
$880K +$38.7K +855 +5%
EDRIA
1563
Edmonds Duncan Registered Investment Advisors
Kansas
$878K – – –
DE
1564
Day & Ennis
Georgia
$878K +$272 +6 +0%
HDIM
1565
Hanson & Doremus Investment Management
Vermont
$877K -$86K -1,899 -9%
LNWTC
1566
Laird Norton Wetherby Trust Company
Washington
$877K -$1.73K -36 -0.2%
CPIG
1567
Chicago Partners Investment Group
Illinois
$873K -$25.1K -546 -3%
SIG
1568
Sky Investment Group
Connecticut
$866K +$324K +7,164 +60%
LA
1569
LexAurum Advisors
Kansas
$864K -$18.8K -414 -2%
RMCM
1570
Reynders McVeigh Capital Management
Massachusetts
$864K +$92K +2,034 +12%
EWM
1571
Empirical Wealth Management
Washington
$863K +$168K +3,711 +24%
PA
1572
PSI Advisors
Florida
$862K +$173K +3,816 +25%
CBT
1573
Central Bank & Trust
Kentucky
$858K -$308K -6,804 -26%
WA
1574
Waverly Advisors
Alabama
$853K -$38.6K -813 -4%
BMC
1575
Beaton Management Company
Massachusetts
$852K +$13.6K +300 +2%
61 62
63
64 65