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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 %
TWM
1851
Titus Wealth Management
California
$498K -$11.4K -252 -2%
EM
1852
Excalibur Management
Massachusetts
$498K -$3.39K -75 -0.7%
SSC
1853
Syverson Strege & Co
Iowa
$497K +$1.09K +24 +0.2%
EIG
1854
Ellenbecker Investment Group
Wisconsin
$497K +$45.5K +1,005 +10%
NEWAS
1855
N.E.W. Advisory Services
Wisconsin
$496K +$28.2K +624 +6%
KW
1856
KWB Wealth
California
$496K +$123K +2,724 +33%
MAM
1857
MMA Asset Management
Pennsylvania
$494K -$1.77K -39 -0.4%
BBL
1858
Beck Bode LLC
Massachusetts
$494K +$494K +10,899 New
LJHT
1859
Laurie J. Hall Trustee
$493K – – –
BCA
1860
Berman Capital Advisors
Georgia
$492K +$71.6K +1,587 +17%
PAG
1861
Pinnacle Advisory Group
Maryland
$492K +$226K +4,995 +85%
FFG
1862
Fortem Financial Group
California
$491K -$5.3K -117 -1%
IAMOG
1863
Investors Asset Management of Georgia
Georgia
$491K +$20.4K +450 +4%
AFAS
1864
Acorn Financial Advisory Services
Virginia
$491K +$33K +723 +7%
HSA
1865
Hussman Strategic Advisors
Maryland
$489K +$489K +10,800 New
H
1866
HoyleCohen
California
$488K -$11.4K -252 -2%
GAM
1867
Garrison Asset Management
Arkansas
$488K +$64.3K +1,422 +15%
MW
1868
MBL Wealth
North Carolina
$487K +$17.6K +390 +4%
SAM
1869
S.A. Mason
Michigan
$486K +$41.8K +924 +9%
BST
1870
Bath Savings Trust
Maine
$485K +$42.1K +930 +9%
PCG
1871
Private Capital Group
Connecticut
$484K -$379K -8,331 -44%
GWI
1872
Grace & White Inc
New York
$482K – – –
AAM
1873
AMI Asset Management
California
$480K +$33.8K +747 +8%
SB
1874
Sunflower Bank
Texas
$479K -$49.3K -1,089 -9%
TI
1875
Truepoint Inc
Ohio
$478K -$18.2K -402 -4%
73 74
75
76 77