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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 %
CANC
2151
Culbertson A N & Co
Virginia
$276K +$77.4K +1,710 +39%
SN
2152
Sittner & Nelson
Oregon
$275K – – –
BAM
2153
Blueshift Asset Management
New Jersey
$275K +$275K +6,063 New
CP
2154
Camelot Portfolios
Ohio
$274K -$929K -20,556 -77%
SRC
2155
Sage Rhino Capital
California
$273K -$12K -264 -4%
NFP
2156
Novak Financial Planning
Maryland
$273K +$136 +3 +0%
VST
2157
Van Strum & Towne
California
$272K – – –
CA
2158
Centerpoint Advisors
Massachusetts
$272K – – –
SAM
2159
SP Asset Management
California
$272K +$1.27K +27 +0.5%
BFA
2160
Beacon Financial Advisory
Ohio
$272K +$42.4K +936 +18%
SCI
2161
S&CO Inc
Massachusetts
$271K – – –
FB
2162
First Bancorp
Maine
$271K +$271K +5,985 New
SC
2163
Sawyer & Company
Massachusetts
$269K -$13.6K -300 -5%
FMN
2164
Financial Management Network
California
$269K -$8.11K -171 -3%
AWG
2165
Altus Wealth Group
Colorado
$269K +$47.3K +1,008 +21%
JF
2166
JSF Financial
California
$269K +$269K +5,934 New
NA
2167
Navellier & Associates
Nevada
$268K -$27.2K -600 -9%
NWS
2168
Newport Wealth Strategies
California
$267K +$46.8K +1,032 +21%
MCM
2169
McRae Capital Management
New Jersey
$265K -$3.4K -75 -1%
TC
2170
Tatro Capital
Kentucky
$265K +$951 +21 +0.4%
HCM
2171
HM Capital Management
Missouri
$265K +$13.1K +288 +5%
HFS
2172
Howard Financial Services
Texas
$263K -$14.1K -312 -5%
GB
2173
Goepper Burkhardt
South Carolina
$263K -$951 -21 -0.4%
PWS
2174
Precision Wealth Strategies
Missouri
$263K +$37.4K +825 +17%
TP
2175
Tranquility Partners
Tennessee
$262K -$99.1K -2,187 -27%
85 86
87
88 89