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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 %
COCM
2126
Charter Oak Capital Management
New Hampshire
$290K +$272 +6 +0.1%
CHA
2127
Cooper/Haims Advisors
New York
$289K -$22.3K -492 -7%
DJYG
2128
David J. Yvars Group
Florida
$289K +$407 +9 +0.1%
FAM
2129
Flaharty Asset Management
Florida
$288K -$6.38K -141 -2%
RFN
2130
RDA Financial Network
Iowa
$288K +$12.9K +285 +5%
EA
2131
Emerald Advisors
Washington
$287K +$287K +6,330 New
PA
2132
Probity Advisors
Texas
$286K +$286K +6,312 New
MRCM
2133
M&R Capital Management
New Jersey
$285K – – –
FNWM
2134
Financial Network Wealth Management
Utah
$284K +$27.2K +600 +11%
NF
2135
Nikulski Financial
Iowa
$283K +$12.8K +282 +5%
KS
2136
Karpas Strategies
Connecticut
$282K – – –
SLWS
2137
Swaine & Leidel Wealth Services
Florida
$281K -$78K -1,725 -22%
CM
2138
Columbus Macro
Pennsylvania
$281K -$46.9K -1,032 -14%
AIFAIM
2139
American Institute for Advanced Investment Management
Arizona
$280K – – –
CFFP
2140
Center for Financial Planning
Michigan
$280K +$26.9K +594 +11%
HFAS
2141
Hummer Financial Advisory Services
Illinois
$280K +$27.3K +600 +11%
GIA
2142
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
HIS
2143
Horizon Investment Services
Indiana
$279K +$5.99K +132 +2%
SIC
2144
Schwartz Investment Counsel
Michigan
$278K – – –
RCM
2145
Requisite Capital Management
Texas
$278K +$73.7K +1,623 +36%
HHAA
2146
Henry H. Armstrong Associates
Pennsylvania
$277K – – –
CCMT
2147
CMT Capital Markets Trading
Germany
$277K +$69.8K +1,542 +34%
CWM
2148
Cabot Wealth Management
Massachusetts
$277K +$277K +6,111 New
NFG
2149
Nadler Financial Group
Illinois
$276K +$11.7K +258 +4%
FA
2150
FMA Advisory
Pennsylvania
$276K +$59K +1,302 +27%
84 85
86
87 88