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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 %
PCH
1601
PGIM Custom Harvest
New Jersey
$814K -$67.8K -1,500 -8%
TAIM
1602
TD Ameritrade Investment Management
Nebraska
$814K – – –
CFG
1603
Cooper Financial Group
California
$813K +$13.8K +306 +2%
IWP
1604
Icon Wealth Partners
Texas
$811K +$231K +5,106 +40%
BI
1605
Blooom Inc
Kansas
$809K +$809K +17,838 New
FFA
1606
First Foundation Advisors
California
$807K -$450K -9,927 -36%
ECG
1607
Edge Capital Group
Georgia
$806K -$2.05M -45,249 -72%
Rafferty Asset Management
1608
Rafferty Asset Management
New York
$806K +$508K +11,223 +171%
CWA
1609
Clearview Wealth Advisors
Oregon
$805K -$69.6K -1,536 -8%
TC
1610
TAP Consulting
Missouri
$804K +$306K +6,762 +62%
WWM
1611
Windsor Wealth Management
Indiana
$803K +$37.3K +825 +5%
ZIC
1612
ZWJ Investment Counsel
Georgia
$798K -$77.7K -1,716 -9%
OFS
1613
Orrstown Financial Services
Pennsylvania
$796K -$124K -2,745 -13%
LSAG
1614
Lake Street Advisors Group
New Hampshire
$796K -$48.2K -1,065 -6%
SFWA
1615
Summit Financial Wealth Advisors
Louisiana
$793K -$63.4K -1,320 -7%
CAC
1616
Certified Advisory Corp
Florida
$790K +$790K +17,451 New
LBC
1617
Lawrence B. Cohen
$788K – – –
BDWCC
1618
B&D White Capital Company
Texas
$788K +$730K +16,860 +1,249%
FPS
1619
Fieldpoint Private Securities
Connecticut
$787K +$114K +2,529 +17%
UMC
1620
United Maritime Capital
New York
$786K +$786K +17,910 New
ACWM
1621
Adams Chetwood Wealth Management
North Carolina
$785K -$56K -1,236 -7%
RWI
1622
Red Wave Investments
Pennsylvania
$785K – – –
BAS
1623
Brown Advisory Securities
Maryland
$783K -$108K -2,394 -12%
SPA
1624
Sentinel Pension Advisors
Massachusetts
$782K +$782K +17,484 New
KPW
1625
Kore Private Wealth
New York
$781K -$26.2K -579 -3%
63 64
65
66 67