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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 %
ARG
1701
Advisory Resource Group
Oklahoma
$666K +$333K +7,359 +100%
OFS
1702
Oldfather Financial Services
Nebraska
$662K – – –
TAM
1703
Townsend Asset Management
North Carolina
$660K -$58.2K -1,287 -8%
IRC
1704
Investors Research Corp
Georgia
$660K – – –
VCA
1705
Verdence Capital Advisors
Maryland
$658K +$36.3K +801 +6%
Members Trust
1706
Members Trust
Florida
$656K -$38.2K -843 -5%
ONST
1707
Old North State Trust
North Carolina
$655K +$15.4K +339 +2%
AUB
1708
Atlantic Union Bankshares
Virginia
$651K +$17K +375 +3%
CFMC
1709
Curbstone Financial Management Corp
New Hampshire
$648K +$70.7K +1,560 +12%
CHP
1710
Cable Hill Partners
Oregon
$647K -$104K -2,304 -14%
CFO
1711
Collective Family Office
Pennsylvania
$645K +$166K +3,675 +35%
CAG
1712
Crestwood Advisors Group
Massachusetts
$644K -$63.2K -1,395 -9%
SKK
1713
Shepherd Kaplan Krochuk
Massachusetts
$643K -$132K -2,904 -17%
CNB
1714
Camden National Bank
Maine
$643K – – –
ICM
1715
IMS Capital Management
Oregon
$643K +$679 +15 +0.1%
KOMWMG
1716
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$643K +$63.9K +1,410 +11%
CNC
1717
Camden National Corporation
Maine
$643K +$643K +14,205 New
CA
1718
CGN Advisors
Kansas
$642K +$14K +309 +2%
TSWM
1719
Triangle Securities Wealth Management
North Carolina
$642K +$27.2K +600 +4%
AWS
1720
Arkfeld Wealth Strategies
Nebraska
$641K -$28K -600 -4%
HBT
1721
Hills Bank & Trust
Iowa
$641K – – –
MCWS
1722
McKinley Carter Wealth Services
West Virginia
$641K +$5.03K +111 +0.8%
ST
1723
Sabal Trust
Florida
$639K -$26.3M -579,867 -98%
PWA
1724
Phoenix Wealth Advisors
North Carolina
$635K -$145K -3,216 -19%
HFA
1725
High Falls Advisors
New York
$634K +$543 +12 +0.1%
67 68
69
70 71