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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 %
HCA
1826
Heck Capital Advisors
Wisconsin
$527K -$13.7K -303 -3%
CAM
1827
Congress Asset Management
Massachusetts
$523K -$7.06K -156 -1%
PMFA
1828
Plante Moran Financial Advisors
Michigan
$522K +$7.61K +168 +1%
MA
1829
Mosaic Advisors
Texas
$521K +$72.4K +1,599 +16%
KA
1830
KLCM Advisors
Wisconsin
$520K -$34.6K -765 -6%
MOS
1831
MGO One Seven
Ohio
$518K +$25.1K +555 +5%
JWM
1832
Jackson Wealth Management
Florida
$517K -$9.92K -219 -2%
MIM
1833
Montgomery Investment Management
Maryland
$517K – – –
SBF
1834
Sara-Bay Financial
Florida
$516K +$1.09K +24 +0.2%
BMM
1835
Buffington Mohr McNeal
Idaho
$516K +$19.2K +423 +4%
WTB
1836
Washington Trust Bank
Washington
$515K -$43K -951 -8%
SGCA
1837
Steel Grove Capital Advisors
Tennessee
$515K – – –
EM
1838
ELCO Management
New York
$515K +$515K +11,385 New
GC
1839
Grimes & Company
Massachusetts
$513K -$99.5K -2,196 -16%
Financial Engines Advisors
1840
Financial Engines Advisors
California
$513K -$48.4K -1,065 -9%
ZB
1841
Zions Bancorporation
Utah
$512K +$45.3K +999 +10%
NDSI
1842
Newman Dignan & Sheerar Inc
Rhode Island
$511K +$272 +6 +0.1%
SRC
1843
Shufro Rose & Co
New York
$510K +$272 +6 +0.1%
CRC
1844
Curi RMB Capital
Illinois
$507K +$90.9K +2,007 +22%
FIA
1845
Foundations Investment Advisors
Arizona
$505K +$206K +4,413 +69%
SFA
1846
Souders Financial Advisors
Ohio
$504K -$55.1K -1,218 -10%
JWA
1847
JFS Wealth Advisors
Pennsylvania
$503K -$13.7K -303 -3%
CT
1848
Chicago Trust
Illinois
$503K -$7.88K -174 -2%
MWM
1849
Maltin Wealth Management
New Jersey
$502K +$502K +11,085 New
MFGM
1850
Marshall Financial Group (Maryland)
Maryland
$501K +$11.6K +255 +2%
72 73
74
75 76