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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 %
HIC
1676
Holderness Investments Company
North Carolina
$707K +$139K +3,078 +25%
CL
1677
COWA LLC
Oklahoma
$707K +$328K +7,068 +87%
CCM
1678
Carlson Capital Management
Minnesota
$701K -$164K -3,612 -19%
TI
1679
Truehand Inc
New Hampshire
$701K – – –
TAM
1680
Tealwood Asset Management
Minnesota
$701K +$1.49K +33 +0.2%
HAS
1681
HBW Advisory Services
California
$700K -$21.6K -477 -3%
SFG
1682
Sunburst Financial Group
Alabama
$697K – – –
MWM
1683
Minot Wealth Management
Massachusetts
$697K +$454K +10,029 +187%
DDC
1684
DF Dent & Co
Maryland
$696K +$25.3K +558 +4%
BHTS
1685
Bar Harbor Trust Services
Maine
$694K +$28.4K +627 +4%
MPI
1686
Mairs & Power Inc
Minnesota
$693K +$41.7K +921 +6%
BI
1687
Ballast Inc
Kentucky
$692K +$168K +3,717 +32%
SNT
1688
Security National Trust
West Virginia
$688K +$17.6K +390 +3%
FMLI
1689
Fukoku Mutual Life Insurance
Japan
$687K -$95K -2,100 -12%
CFS
1690
CRA Financial Services
New Jersey
$687K +$64.5K +1,425 +10%
GSWM
1691
Golden State Wealth Management
California
$686K +$8.55K +189 +1%
FC
1692
Ferris Capital
Massachusetts
$684K -$4.35K -96 -0.6%
SMM
1693
Stadion Money Management
Georgia
$681K – – –
KLI
1694
Kelman-Lazarov Inc
Tennessee
$678K – – –
RPWA
1695
Regent Peak Wealth Advisors
Georgia
$677K +$8K +177 +1%
VFG
1696
V2 Financial group
Illinois
$677K +$161K +3,546 +31%
BIM
1697
Baldwin Investment Management
Pennsylvania
$676K +$77.4K +1,710 +13%
LFA
1698
Legacy Financial Advisors
Kentucky
$674K -$6.11K -135 -0.9%
JMF
1699
Johnson Midwest Financial
Iowa
$670K +$407 +9 +0.1%
LCM
1700
Landscape Capital Management
New Jersey
$669K – – –
66 67
68
69 70