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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 %
AIA
1901
Avalon Investment & Advisory
Texas
$461K -$7.6K -168 -2%
PWA
1902
Physician Wealth Advisors
Utah
$461K +$139 +3 +0%
CIC
1903
Chilton Investment Company
Connecticut
$461K +$9.64K +213 +2%
VHAM
1904
Van Hulzen Asset Management
California
$458K -$1.06M -23,367 -70%
NP
1905
Ninepoint Partners
Ontario, Canada
$457K +$44.8K +990 +11%
EW
1906
Evoke Wealth
California
$457K +$51.3K +1,128 +13%
SIS
1907
Sound Income Strategies
Florida
$456K +$35.9K +792 +9%
APC
1908
Aspire Private Capital
North Carolina
$456K +$186K +4,110 +69%
VCM
1909
Vivaldi Capital Management
Illinois
$454K -$76.9K -1,653 -14%
FCFC
1910
First Citizens Financial Corp
Iowa
$454K -$32.2K -711 -7%
EWM
1911
Endurance Wealth Management
Rhode Island
$454K +$2.45K +54 +0.5%
CFD
1912
Creative Financial Designs
Indiana
$454K +$95.9K +2,121 +27%
CMO
1913
Covenant Multifamily Offices
Texas
$453K +$55.4K +1,224 +14%
TCWM
1914
Total Clarity Wealth Management
Illinois
$452K – – –
PCMK
1915
Paragon Capital Management (Kansas)
Kansas
$451K +$37K +792 +9%
WA
1916
WealthTrust Axiom
Pennsylvania
$450K -$67.8K -1,500 -13%
MC
1917
Matisse Capital
Oregon
$450K – – –
IF
1918
Ironwood Financial
Arizona
$450K +$109K +2,406 +32%
CA
1919
Capital Advantage
California
$449K +$176K +3,897 +65%
TFM
1920
TFC Financial Management
Massachusetts
$448K +$27.2K +600 +6%
PMA
1921
Prudent Man Advisors
Illinois
$447K +$12.4K +273 +3%
ITIM
1922
Indiana Trust & Investment Management
Indiana
$445K -$27.2K -600 -6%
PAM
1923
Private Asset Management
California
$445K +$93.5K +2,064 +27%
MA
1924
MCF Advisors
Kentucky
$445K +$115K +2,535 +35%
RPG
1925
Resource Planning Group
Georgia
$444K – – –
75 76
77
78 79