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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 %
CWC
1951
Carolinas Wealth Consulting
North Carolina
$418K +$36K +795 +9%
MIP
1952
Marietta Investment Partners
Wisconsin
$418K +$120K +2,655 +40%
NJBEST
1953
New Jersey Better Educational Savings Trust
New Jersey
$417K – – –
NFSG
1954
Newbridge Financial Services Group
Florida
$416K -$330K -7,299 -44%
HPWM
1955
Highland Private Wealth Management
Washington
$416K -$4.89K -108 -1%
RHJA
1956
Rice Hall James & Associates
California
$416K – – –
WA
1957
WESPAC Advisors
California
$415K +$112K +2,481 +37%
OR
1958
Olympiad Research
Connecticut
$414K -$53.8K -1,188 -12%
GM
1959
GeoWealth Management
Illinois
$413K -$24.3K -537 -6%
SIC
1960
Samalin Investment Counsel
New York
$413K +$13.3K +294 +3%
BWM
1961
Bulltick Wealth Management
Florida
$413K -$40.9K -900 -9%
OFW
1962
Omnia Family Wealth
Florida
$411K -$209K -4,608 -34%
JFA
1963
JNBA Financial Advisors
Minnesota
$411K +$11.8K +261 +3%
MHR
1964
Matthew Hamilton Rosenberg
$410K +$7.47K +165 +2%
HCM
1965
Howland Capital Management
Massachusetts
$410K +$59.8K +1,320 +17%
PFA
1966
Pettinga Financial Advisors
Indiana
$409K +$6.25K +138 +2%
AIA
1967
Armor Investment Advisors
North Carolina
$409K +$18.6K +411 +5%
JHP
1968
James Hambro & Partners
United Kingdom
$408K -$27.6K -609 -6%
FNBSF
1969
First National Bank Sioux Falls
South Dakota
$408K +$25.2K +558 +7%
SDWMA
1970
Schneider Downs Wealth Management Advisors
Pennsylvania
$408K +$80.5K +1,779 +25%
FFIC
1971
First Fiduciary Investment Counsel
Ohio
$407K – – –
FQ
1972
First Quadrant
California
$407K +$6.79K +150 +2%
HSWM
1973
Hubbell Strickland Wealth Management
Louisiana
$406K +$7.87K +174 +2%
PFA
1974
Paradigm Financial Advisors
Missouri
$405K – – –
KIG
1975
Kowal Investment Group
Wisconsin
$404K -$52.1K -1,149 -11%
77 78
79
80 81