WMT icon

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 %
RWB
2076
RMR Wealth Builders
New Jersey
$323K +$98.3K +2,169 +44%
WDG
2077
Wealth Dimensions Group
Ohio
$320K -$3.13K -69 -1%
OCAM
2078
Onex Canada Asset Management
Ontario, Canada
$320K -$272 -6 -0.1%
CFIA
2079
Cantor Fitzgerald Investment Advisors
New York
$320K – – –
PFA
2080
Pure Financial Advisors
California
$319K +$1.36K +30 +0.4%
CCA
2081
Cobblestone Capital Advisors
New York
$318K -$25.1K -555 -7%
MAM
2082
McLean Asset Management
Virginia
$318K -$23.1K -501 -7%
BB
2083
Bell Bank
North Dakota
$318K – – –
FMTC
2084
Farmers & Merchants Trust Company
California
$318K +$25.4K +561 +9%
CWP
2085
Concord Wealth Partners
Virginia
$317K +$275K +6,084 +658%
AMIM
2086
Aull & Monroe Investment Management
Alabama
$316K -$3.93K -87 -1%
HHGA
2087
Halbert Hargrove Global Advisors
California
$316K +$16K +354 +5%
BA
2088
Ballast Advisors
Minnesota
$315K +$49.9K +1,101 +19%
OPOWM
2089
One Plus One Wealth Management
Florida
$315K +$315K +6,966 New
FBB
2090
Fulton Breakefield Broenniman
Maryland
$314K +$314K +6,942 New
RSWM
2091
Robertson Stephens Wealth Management
California
$313K +$313K +6,894 New
BBHBI
2092
B, B, H, & B Inc
Alabama
$312K -$1.22M -26,961 -80%
EI
2093
Ellevest Inc
New York
$312K +$814 +18 +0.3%
AWM
2094
Arbor Wealth Management
Florida
$311K +$311K +6,879 New
SVCP
2095
Silicon Valley Capital Partners
California
$310K -$54.4K -1,203 -15%
ECM
2096
Exchange Capital Management
Michigan
$310K – – –
VFM
2097
Vivid Financial Management
California
$309K -$319K -7,053 -51%
WCG
2098
Weaver Consulting Group
California
$309K +$102K +2,250 +49%
UWPG
2099
Ullmann Wealth Partners Group
Florida
$307K – – –
NWM
2100
Northwest Wealth Management
Iowa
$306K -$2.04K -45 -0.7%
82 83
84
85 86