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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 %
WW
1626
Waterfront Wealth
Kansas
$776K +$678 +15 +0.1%
AFS
1627
Annapolis Financial Services
Maryland
$774K -$272 -6 -0%
CC
1628
Chicago Capital
Illinois
$773K – – –
IF
1629
Intrua Financial
Texas
$771K +$225K +4,884 +41%
JGIA
1630
Jackson Grant Investment Advisers
Connecticut
$770K +$39.5K +873 +5%
LCS
1631
Levin Capital Strategies
New York
$768K +$407K +9,000 +113%
TWA
1632
TCI Wealth Advisors
Arizona
$762K -$35.6K -786 -4%
PG
1633
Patten Group
Tennessee
$762K +$3.4K +75 +0.4%
EWA
1634
Exencial Wealth Advisors
Oklahoma
$760K -$130K -2,880 -15%
FPGK
1635
Financial Partners Group (Kansas)
Kansas
$759K +$139K +3,069 +22%
BDWM
1636
Brewin Dolphin Wealth Management
Ireland
$757K – – –
B
1637
Bridgeworth
Alabama
$756K -$70.2K -1,551 -8%
SMA
1638
Sage Mountain Advisors
Georgia
$756K +$182K +4,020 +32%
CWG
1639
Cornerstone Wealth Group
North Carolina
$755K -$6.02M -127,962 -89%
DA
1640
Detalus Advisors
Missouri
$755K +$40.9K +903 +6%
MS
1641
Madden Securities
Texas
$755K +$212K +4,686 +39%
HFA
1642
Hoover Financial Advisors
Pennsylvania
$750K – – –
AGA
1643
Arkos Global Advisors
Texas
$748K +$11.8K +261 +2%
ECM
1644
Elgethun Capital Management
South Dakota
$747K +$2.72K +60 +0.4%
KC
1645
Kingfisher Capital
North Carolina
$743K +$2.45K +54 +0.3%
FAG
1646
Financial Advisory Group
Texas
$741K -$50.1K -1,107 -6%
PIA
1647
Perennial Investment Advisors
California
$741K -$13.6K -300 -2%
SCM
1648
Sterneck Capital Management
Missouri
$738K – – –
PK
1649
Pflug Koory
Nebraska
$737K +$47.8K +1,056 +7%
CCM
1650
Compton Capital Management
Rhode Island
$736K +$736K +16,248 New
64 65
66
67 68