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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 %
CIA
1576
CSat Investment Advisory
Michigan
$851K -$237K -5,244 -22%
SBSB
1577
Sullivan, Bruyette, Speros & Blaney
Virginia
$851K +$31.8K +702 +4%
RB
1578
Renasant Bank
Mississippi
$850K -$108K -2,385 -11%
GBT
1579
Grove Bank & Trust
Florida
$849K +$74.7K +1,650 +10%
AFG
1580
Arkansas Financial Group
Arkansas
$848K -$10.1K -222 -1%
CHA
1581
Carmichael Hill & Associates
Maryland
$846K +$17.9K +396 +2%
W
1582
WealthStone
Ohio
$845K -$543 -12 -0.1%
FG
1583
Foster Group
Iowa
$844K +$272 +6 +0%
AWS
1584
AJ Wealth Strategies
New York
$844K +$204K +4,512 +32%
ACP
1585
Aviance Capital Partners
Florida
$842K -$7.06K -156 -0.8%
GCP
1586
GSA Capital Partners
United Kingdom
$839K +$345K +7,626 +70%
GFS
1587
GYL Financial Synergies
Connecticut
$835K -$6.11K -135 -0.7%
MECA
1588
Miller Equity Capital Advisors
Texas
$832K +$16.8K +372 +2%
SCM
1589
Southport Capital Management
Tennessee
$832K +$340K +7,503 +69%
PPWP
1590
Proquility Private Wealth Partners
Nevada
$829K +$37.4K +825 +5%
AWM
1591
Avior Wealth Management
Nebraska
$828K -$54.4K -1,203 -6%
PFA
1592
Professional Financial Advisors
Nebraska
$823K -$24K -531 -3%
FFA
1593
Founders Financial Alliance
North Carolina
$823K +$113K +2,433 +16%
TWM
1594
Triton Wealth Management
Arizona
$820K +$13.3K +285 +2%
MPAM
1595
Murphy Pohlad Asset Management
Minnesota
$819K – – –
FANJ
1596
Financial Architects (New Jersey)
New Jersey
$819K +$47.8K +1,056 +6%
SSWM
1597
Sheets Smith Wealth Management
North Carolina
$818K -$29.7K -657 -4%
OFA
1598
Oak Family Advisors
Illinois
$818K +$73.6K +1,626 +10%
NL
1599
NWAM LLC
Washington
$816K -$4.16M -91,761 -84%
AL
1600
Arnhold LLC
New York
$816K -$92.8K -2,049 -10%
62 63
64
65 66