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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 %
RHBC
1751
R.H. Bluestein & Co
Michigan
$600K +$65.9K +1,455 +12%
XF
1752
XML Financial
Maryland
$600K +$155K +3,414 +35%
TCM
1753
Tradewinds Capital Management
Washington
$599K -$8.01K -177 -1%
CWAG
1754
Compton Wealth Advisory Group
Virginia
$597K +$14.3K +315 +2%
JLBC
1755
J.L. Bainbridge & Co
Florida
$595K -$62.5K -1,380 -10%
FSA
1756
Fort Sheridan Advisors
Illinois
$592K +$88.2K +1,950 +18%
IWA
1757
Intercontinental Wealth Advisors
Texas
$592K +$107K +2,373 +22%
ARMT
1758
Amica Retiree Medical Trust
Rhode Island
$589K -$99.8K -2,202 -14%
APW
1759
Austin Private Wealth
Texas
$588K -$68.4K -1,509 -10%
BCM
1760
BTR Capital Management
California
$588K -$20.4K -450 -3%
FEM
1761
Fulcrum Equity Management
Texas
$588K -$15.8K -348 -3%
JSC
1762
Jackson Square Capital
California
$584K -$18.2K -402 -3%
LF
1763
Lee Financial
Texas
$584K +$117K +2,586 +25%
GG
1764
Golden Green
South Carolina
$584K +$584K +12,909 New
GWCM
1765
Godshalk Welsh Capital Management
Pennsylvania
$581K -$17K -375 -3%
CCMD
1766
Cypress Capital Management (Delaware)
Delaware
$581K +$4.21K +93 +0.7%
PWA
1767
Peterson Wealth Advisors
Utah
$580K +$1.36K +30 +0.2%
BCAM
1768
Boston Common Asset Management
Massachusetts
$579K +$5.29K +117 +0.9%
FHC
1769
First Horizon Corporation
Tennessee
$577K +$17.6K +390 +3%
VCM
1770
Violich Capital Management
California
$574K – – –
VWM
1771
Valley Wealth Managers
New Jersey
$570K -$1.77K -39 -0.3%
ERIM
1772
Eagle Ridge Investment Management
Connecticut
$570K – – –
PWS
1773
Private Wealth Strategies
Ohio
$570K +$543 +12 +0.1%
JIP
1774
JBJ Investment Partners
South Carolina
$568K +$10.7K +237 +2%
MIM
1775
Moseley Investment Management
Florida
$567K -$680 -15 -0.1%
69 70
71
72 73