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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 %
OC
2176
Oppenheimer & Close
New York
$262K -$9.5K -210 -4%
CH
2177
Canton Hathaway
Rhode Island
$262K -$4.49K -99 -2%
ZF
2178
Zhang Financial
Michigan
$262K +$12K +264 +5%
MFT
2179
Moisand Fitzgerald Tamayo
Florida
$260K – – –
NC
2180
NinePointTwo Capital
California
$260K +$14.9K +330 +6%
OWP
2181
Obermeyer Wealth Partners
Colorado
$259K -$9.93K -219 -4%
RCC
2182
Red Cedar Capital
Nebraska
$259K – – –
RWA
2183
River Wealth Advisors
Pennsylvania
$259K +$57K +1,257 +28%
BWM
2184
Buckley Wealth Management
Nevada
$259K +$259K +5,718 New
HR
2185
Hardy Reed
Mississippi
$258K -$8K -177 -3%
NEPPG
2186
New England Professional Planning Group
Rhode Island
$258K -$5.76K -123 -2%
TVAMP
2187
Tennessee Valley Asset Management Partners
Tennessee
$258K +$10.6K +234 +4%
RCG
2188
Rock Creek Group
District of Columbia
$257K -$171K -3,768 -40%
VCM
2189
Versant Capital Management
Arizona
$257K +$136 +3 +0.1%
BA
2190
Bluesphere Advisors
Pennsylvania
$257K +$30.7K +678 +14%
EPA
2191
Element Pointe Advisors
Florida
$257K +$257K +5,694 New
WAS
2192
Winch Advisory Services
Wisconsin
$256K +$93.7K +2,067 +58%
C
2193
Certuity
Florida
$255K -$153K -3,375 -38%
GWA
2194
GGM Wealth Advisors
Maryland
$255K +$978 +21 +0.4%
WIC
2195
Whitegate Investment Counselors
New Hampshire
$254K – – –
WCWM
2196
Willow Creek Wealth Management
California
$254K – – –
TS
2197
Tamar Securities
California
$253K +$17.9K +396 +8%
EW
2198
Element Wealth
Mississippi
$252K -$6.38K -141 -2%
CIA
2199
Compass Ion Advisors
Pennsylvania
$252K -$407 -9 -0.2%
FWP
2200
Firethorn Wealth Partners
Georgia
$251K +$251K +5,544 New
86 87
88
89 90