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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 %
BIAS
2101
Beacon Investment Advisory Services
New Jersey
$306K +$89.7K +1,983 +41%
AI
2102
Accredited Investors
Minnesota
$305K -$21K -465 -6%
WGA
2103
Weather Gauge Advisory
Virginia
$303K – – –
CT
2104
Coastline Trust
Rhode Island
$302K -$1.36K -30 -0.4%
PP
2105
PDS Planning
Ohio
$302K -$407 -9 -0.1%
AMG
2106
Advisors Management Group
Wisconsin
$301K +$26.2K +579 +10%
MF
2107
Montis Financial
Massachusetts
$300K – – –
CIM
2108
Contravisory Investment Management
Massachusetts
$300K +$18.6K +411 +7%
OWA
2109
Outlook Wealth Advisors
Texas
$300K +$60.3K +1,329 +25%
OPW
2110
Oxler Private Wealth
New York
$300K +$81.3K +1,800 +37%
PIP
2111
Peachtree Investment Partners
Florida
$299K +$17.1K +378 +6%
CFS
2112
Cannon Financial Strategists
Georgia
$299K +$7.06K +156 +2%
SICM
2113
Sustainable Insight Capital Management
New York
$298K -$65K -1,434 -18%
GAB
2114
German American Bancorp
Indiana
$298K – – –
DWM
2115
Darwin Wealth Management
Florida
$296K +$44K +975 +17%
BA
2116
Bridgewater Advisors
New York
$296K +$296K +6,540 New
BG
2117
Benedetti & Gucer
Georgia
$296K +$296K +6,558 New
ACM
2118
AlphaStar Capital Management
North Carolina
$294K -$252K -5,535 -46%
DOA
2119
D'Orazio & Associates
Virginia
$294K +$136 +3 +0%
FBFS
2120
First Business Financial Services
Wisconsin
$294K +$9.09K +201 +3%
AWP
2121
Abacus Wealth Partners
California
$292K +$68.1K +1,503 +30%
RVPG
2122
Relative Value Partners Group
$292K +$20.4K +450 +8%
GSC
2123
Ground Swell Capital
South Carolina
$292K +$292K +6,441 New
CAWM
2124
Capital Advisors Wealth Management
Washington
$292K +$292K +6,441 New
UAS
2125
United Asset Strategies
New York
$291K +$291K +6,420 New
83 84
85
86 87