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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 %
AO
1876
Advisor OS
Illinois
$478K +$10.7K +237 +2%
RCM
1877
RNC Capital Management
California
$477K -$53.7K -1,185 -10%
PPP
1878
Private Portfolio Partners
New Jersey
$476K -$3.13K -69 -0.7%
MAG
1879
Mayfair Advisory Group
Alabama
$476K +$6.78K +150 +1%
Fiera Capital (Canada)
1880
Fiera Capital (Canada)
Quebec, Canada
$475K -$841K -14,787 -64%
PFA
1881
Pinnacle Family Advisors
Missouri
$472K -$352K -7,779 -43%
PWAC
1882
Private Wealth Advisors (California)
California
$471K -$163K -3,600 -26%
RSVP
1883
Ramsay Stattman Vela & Price
Colorado
$471K – – –
EVC
1884
Eidelman Virant Capital
Missouri
$471K +$49.8K +1,095 +12%
SIA
1885
Strategic Investment Advisors
Michigan
$469K +$28.3K +624 +6%
VBCG
1886
Valley Brook Capital Group
Pennsylvania
$469K +$282K +6,198 +151%
LOAMS
1887
Lombard Odier Asset Management (Switzerland)
Switzerland
$469K +$469K +10,362 New
PCS
1888
Personal CFO Solutions
New Jersey
$468K -$119K -2,631 -20%
BOS
1889
Bingham Osborn & Scarborough
California
$467K -$3.26K -72 -0.7%
LC
1890
LCNB Corp
Ohio
$467K +$76.7K +1,695 +20%
WMA
1891
Wealth Management Associates
New Jersey
$464K +$24K +531 +5%
RPGK
1892
Retirement Planning Group (Kansas)
Kansas
$464K -$151K -3,324 -25%
OA
1893
Oxbow Advisors
Texas
$464K -$95K -2,100 -17%
FFC
1894
First Financial Corp
Indiana
$464K -$4.48K -99 -1%
APA
1895
Allegiant Private Advisors
Florida
$463K -$10.5K -231 -2%
CWM
1896
Circle Wealth Management
New Jersey
$463K +$408 +9 +0.1%
BMC
1897
Benin Management Corp
Connecticut
$463K +$463K +10,218 New
TWM
1898
Tradition Wealth Management
Minnesota
$462K -$75.3K -1,662 -14%
LDFR
1899
Lehman & Derafelo Financial Resources
Pennsylvania
$462K -$24.5K -540 -5%
LAM
1900
LifePro Asset Management
California
$461K -$65K -1,434 -12%
74 75
76
77 78