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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 %
MWM
2051
MinichMacGregor Wealth Management
New York
$337K -$1.36K -30 -0.4%
BMWM
2052
Brown Miller Wealth Management
Virginia
$337K +$3.81K +84 +1%
PS
2053
Planned Solutions
California
$336K – – –
WMP
2054
Wealth Management Partners
Arizona
$336K +$14K +300 +4%
APW
2055
Aurora Private Wealth
New Jersey
$336K +$25.8K +570 +8%
PWM
2056
Palumbo Wealth Management
New York
$336K +$336K +7,410 New
AC
2057
Avestar Capital
New York
$335K +$138K +3,000 +70%
WI
2058
Wedgewood Investors
Pennsylvania
$334K -$27.2K -600 -8%
UTC
2059
Unified Trust Company
Kentucky
$334K – – –
FCMC
2060
Founders Capital Management (Connecticut)
Connecticut
$333K – – –
FAN
2061
Financial Advisors Network
California
$332K +$26.3K +579 +9%
DA
2062
DCM Advisors
New York
$331K -$1.44M -31,854 -81%
ESBC
2063
E.S. Barr & Co
Kentucky
$331K – – –
EFM
2064
E Fund Management
China
$331K +$331K +7,311 New
SAM
2065
Synergy Asset Management
Washington
$330K -$5.29M -116,835 -94%
FPCP
2066
Fort Point Capital Partners
California
$330K -$9.51K -210 -3%
FWM
2067
Fairhaven Wealth Management
Illinois
$329K +$52.3K +1,155 +19%
MWM
2068
Merriman Wealth Management
Washington
$328K -$34K -750 -9%
CAM
2069
Cypress Asset Management
Texas
$327K +$10.2K +225 +3%
MGAM
2070
McGowan Group Asset Management
Texas
$326K -$101K -2,238 -24%
CWM
2071
Concentric Wealth Management
California
$326K +$54.3K +1,200 +20%
DTL
2072
Dynamic Technology Lab
Singapore
$325K -$515K -11,379 -61%
SFP
2073
Sandbox Financial Partners
Maryland
$325K -$71.7K -1,536 -18%
SIM
2074
SSI Investment Management
California
$323K -$271 -6 -0.1%
MFA
2075
Mayflower Financial Advisors
Massachusetts
$323K +$35.3K +780 +12%
81 82
83
84 85