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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 %
BWA
1926
Burt Wealth Advisors
Maryland
$444K +$43.2K +954 +11%
CF
1927
Corrigan Financial
Rhode Island
$442K +$54.3K +1,200 +14%
RWP
1928
RWA Wealth Partners
Massachusetts
$442K +$62.7K +1,386 +17%
UBV
1929
United Bank (Virginia)
Virginia
$441K +$25.8K +570 +6%
QT
1930
Quantbot Technologies
New York
$438K -$309K -6,837 -41%
LWA
1931
Lenox Wealth Advisors
New York
$438K -$204K -4,491 -32%
5L
1932
55I LLC
Massachusetts
$438K +$208K +4,584 +90%
AIM
1933
Alhambra Investment Management
Florida
$437K -$84.1K -1,860 -16%
HAIM
1934
Hunter Associates Investment Management
Pennsylvania
$437K – – –
CB
1935
CNB Bank
Pennsylvania
$437K +$5.44K +120 +1%
CGA
1936
Crescent Grove Advisors
Illinois
$437K +$189K +4,155 +76%
HI
1937
Hendershot Investments
Virginia
$436K – – –
GCA
1938
Greenwood Capital Associates
South Carolina
$435K -$4.42M -97,500 -91%
TFA
1939
Trinity Financial Advisors
Ohio
$435K +$37.9K +837 +10%
FBT
1940
First Bank & Trust
South Dakota
$434K -$121K -2,679 -22%
RHP
1941
Royal Harbor Partners
Texas
$433K -$72K -1,590 -14%
SIAM
1942
Sterling Investment Advisors (Missouri)
Missouri
$429K +$136 +3 +0%
ED
1943
Exane Derivatives
France
$427K -$14K -309 -3%
ACP
1944
Aveo Capital Partners
Colorado
$426K +$426K +9,405 New
THWM
1945
Taylor Hoffman Wealth Management
Virginia
$425K -$4.62K -102 -1%
KCM
1946
Kanawha Capital Management
Virginia
$423K +$1.22K +27 +0.3%
SJL
1947
Shayne & Jacobs LLC
Tennessee
$421K – – –
CG
1948
Clarus Group
Texas
$420K +$279 +6 +0.1%
MC
1949
Middleton & Co
Massachusetts
$419K -$14.9K -330 -3%
TIA
1950
Tandem Investment Advisors
South Carolina
$419K -$5.84K -129 -1%
76 77
78
79 80