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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 %
CF
1801
Copperwynd Financial
Arizona
$546K -$27.6K -609 -5%
BOPW
1802
Brandywine Oak Private Wealth
Pennsylvania
$546K -$2.85K -63 -0.5%
CPA
1803
Court Place Advisors
Maryland
$546K +$40.7K +900 +8%
CI
1804
Clal Insurance
Israel
$546K +$546K +12,000 New
BI
1805
Bramshill Investments
Florida
$544K – – –
MA
1806
MJP Associates
Connecticut
$543K -$228K -5,040 -30%
KOCAA
1807
Knights of Columbus Asset Advisors
Connecticut
$543K -$178K -3,924 -25%
SWMG
1808
Strategic Wealth Management Group
Maryland
$543K -$64.3K -1,422 -11%
PCM
1809
Pennsylvania Capital Management
Pennsylvania
$543K – – –
FCA
1810
FinTrust Capital Advisors
South Carolina
$543K +$87.6K +1,935 +19%
FC
1811
Forte Capital
New York
$541K +$2.58K +57 +0.5%
KPWG
1812
KFA Private Wealth Group
Virginia
$541K +$30.8K +681 +6%
PWM
1813
Paulson Wealth Management
Illinois
$539K +$2.1K +45 +0.4%
AIA
1814
Arbor Investment Advisors
North Carolina
$537K – – –
FRM
1815
Foundation Resource Management
Arkansas
$537K – – –
WA1
1816
Wimmer Associates 1
California
$537K +$3.4K +75 +0.6%
VCG
1817
Vantage Consulting Group
Virginia
$537K +$210K +4,644 +64%
HI
1818
Hudock Inc
Pennsylvania
$536K -$8K -177 -1%
HCM
1819
HMS Capital Management
Tennessee
$534K -$154K -3,414 -22%
MSA
1820
Marino Stram & Associates
Massachusetts
$533K +$12.1K +267 +2%
RMDI
1821
R.M. Davis Inc
Maine
$532K -$39.4K -870 -7%
BL
1822
Balentine LLC
Georgia
$532K +$25.4K +561 +5%
GKWIM
1823
Gerber Kawasaki Wealth & Investment Management
California
$531K +$64.4K +1,425 +14%
TC
1824
Truvestments Capital
Florida
$530K -$31.2K -690 -6%
QVT
1825
Quantitative Value Technologies
Kansas
$529K +$529K +11,682 New
71 72
73
74 75