WMT icon

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 %
SFG
1776
Summit Financial Group
West Virginia
$567K – – –
TPWA
1777
TRUE Private Wealth Advisors
Oregon
$566K +$84.6K +1,863 +18%
CRCM
1778
Corbett Road Capital Management
Virginia
$566K +$158K +3,501 +39%
LWP
1779
Legacy Wealth Planning
Nevada
$565K +$67.9K +1,500 +14%
NB
1780
Nicolet Bankshares
Wisconsin
$563K +$9.65K +213 +2%
KMWM
1781
Keudell/Morrison Wealth Management
Oregon
$562K +$815 +18 +0.1%
TWA
1782
TPB Wealth Advisors
Texas
$561K -$3.18M -10,200 -85%
EH
1783
Employers Holdings
Nevada
$561K -$277K -6,120 -33%
PCMC
1784
Paragon Capital Management (Colorado)
Colorado
$560K – – –
AIP
1785
Ahrens Investment Partners
Louisiana
$559K -$36.1K -798 -6%
VAG
1786
VisionPoint Advisory Group
Texas
$558K -$136K -3,000 -20%
AL
1787
Aspiriant LLC
California
$558K +$70.8K +1,563 +15%
CPA
1788
Capital Planning Advisors
California
$557K -$15.8K -348 -3%
BPCE
1789
Bank Pictet & Cie (Europe)
Germany
$557K +$557K +12,300 New
KM
1790
Kalos Management
Georgia
$554K +$238K +5,151 +75%
EGA
1791
E&G Advisors
Texas
$553K +$109K +2,400 +24%
WFO
1792
Wealthgate Family Office
Colorado
$553K +$553K +12,210 New
CCP
1793
Clarkston Capital Partners
Michigan
$553K +$553K +12,219 New
PLFAM
1794
Pineno Levin & Ford Asset Management
Virginia
$552K – – –
KPCM
1795
Kings Point Capital Management
New York
$551K +$14K +309 +3%
TIA
1796
Tiemann Investment Advisors
California
$550K -$7.07K -156 -1%
CPC
1797
Consolidated Planning Corp
Georgia
$550K – – –
CCM
1798
Canal Capital Management
Virginia
$550K +$2.31K +51 +0.4%
XS
1799
XR Securities
Illinois
$547K -$660K -14,583 -55%
KFC
1800
Klingenstein Fields & Co
New York
$546K -$111K -2,460 -17%
70 71
72
73 74