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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 %
PB
1976
Pinnacle Bancorp
Nebraska
$403K -$407 -9 -0.1%
LF
1977
Lantz Financial
Illinois
$399K – – –
COF
1978
Capital One Financial
Virginia
$399K +$5.44K +120 +1%
UF
1979
Univest Financial
Pennsylvania
$399K +$16.3K +360 +4%
GF
1980
Gries Financial
Ohio
$399K +$399K +8,658 New
CS
1981
Capital Square
Tennessee
$398K -$92.8K -1,995 -19%
FCCM
1982
First City Capital Management
Georgia
$398K -$60K -1,323 -13%
FAM
1983
Formidable Asset Management
Ohio
$398K +$26.7K +591 +7%
TC
1984
Trust Company
Kansas
$397K +$5.98K +132 +2%
TA
1985
TFG Advisers
Michigan
$396K +$34K +750 +9%
NS
1986
Newman & Schimel
Illinois
$394K +$36K +795 +10%
UCI
1987
Uncommon Cents Investing
Wisconsin
$393K +$30.6K +675 +8%
SWA
1988
SOA Wealth Advisors
New York
$391K +$36.9K +816 +10%
CC
1989
Capital Counsel
New York
$390K – – –
SFG
1990
StrategIQ Financial Group
Indiana
$390K +$27.4K +606 +8%
AC
1991
Apella Capital
Connecticut
$388K -$109K -2,400 -22%
VCAM
1992
Van Cleef Asset Management
Ohio
$387K – – –
RWP
1993
Ridgecrest Wealth Partners
California
$387K +$387K +8,550 New
KIC
1994
Keating Investment Counselors
Florida
$385K -$37.3K -825 -9%
SMG
1995
Smart Money Group
Texas
$385K +$1.36K +30 +0.4%
OFG
1996
Oxford Financial Group
Indiana
$385K +$3.4K +75 +0.9%
CWM
1997
CCG Wealth Management
California
$385K +$10.2K +225 +3%
CCC
1998
Chelsea Counsel Company
California
$384K – – –
BBA
1999
BLB&B Advisors
Pennsylvania
$383K -$63.5K -1,401 -14%
SWMG
2000
Signature Wealth Management Group
Georgia
$382K – – –
78 79
80
81 82