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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 %
GFPC
1651
Global Financial Private Client
Florida
$734K -$297K -6,567 -29%
FDCC
1652
Foster Dykema Cabot & Co
Massachusetts
$734K -$18.2K -402 -2%
MAG
1653
MRA Advisory Group
New Jersey
$734K +$24.4K +540 +3%
CRI
1654
Colonial River Investments
Virginia
$734K +$29.5K +651 +4%
OC
1655
Oarsman Capital
Wisconsin
$733K -$911K -20,130 -55%
DC
1656
DeDora Capital
California
$732K +$68.1K +1,503 +10%
MFG
1657
Merit Financial Group
Georgia
$732K +$100K +2,214 +16%
GC
1658
Grace Capital
Massachusetts
$731K +$64.9K +1,434 +10%
XT
1659
XTX Topco
Cayman Islands
$731K +$731K +16,155 New
SSW
1660
Smith Shellnut Wilson
Mississippi
$730K +$6.52K +144 +0.9%
DIP
1661
DT Investment Partners
Pennsylvania
$730K +$85.7K +1,893 +13%
FA
1662
FDx Advisors
Illinois
$729K -$351K -7,749 -33%
AG
1663
AIA Group
Hong Kong
$723K -$278K -6,135 -28%
CL
1664
Choreo LLC
Illinois
$723K -$63.9K -1,410 -8%
CWS
1665
Cypress Wealth Services
California
$722K +$39.1K +864 +6%
TF
1666
Trek Financial
Arizona
$721K +$370K +8,178 +106%
PGCM
1667
Prescott Group Capital Management
Oklahoma
$719K – – –
CCM
1668
Cribstone Capital Management
Maine
$718K +$37.6K +831 +6%
BFA
1669
Beaumont Financial Advisors
Massachusetts
$717K -$34.8K -768 -5%
FPWM
1670
FSB Premier Wealth Management
Iowa
$715K +$45.7K +1,011 +7%
MLL
1671
Moody Lynn & Lieberson
Massachusetts
$714K +$22K +486 +3%
EWM
1672
Evermay Wealth Management
Virginia
$713K +$14.5K +321 +2%
HPWM
1673
High Pines Wealth Management
Massachusetts
$713K +$21.7K +480 +3%
LIG
1674
Lokken Investment Group
Delaware
$712K +$136 +3 +0%
SB
1675
Strategic Blueprint
Georgia
$710K -$3.22M -71,109 -82%
65 66
67
68 69