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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 %
WW
2201
Westshore Wealth
California
$251K +$251K +5,550 New
QWM
2202
Quaker Wealth Management
New Jersey
$250K -$42.8K -945 -15%
GD
2203
Grandfield & Dodd
New York
$250K -$804 -18 -0.3%
KOC
2204
Koss-Olinger Consulting
Florida
$250K +$250K +5,520 New
SEP
2205
Southland Equity Partners
Missouri
$249K +$8.96K +198 +4%
MFG
2206
Magnus Financial Group
New York
$248K -$609K -13,455 -71%
PWP
2207
Personal Wealth Partners
Minnesota
$248K – – –
OPWM
2208
Oakwell Private Wealth Management
Texas
$248K – – –
ME
2209
McIlrath & Eck
Washington
$248K +$13.1K +288 +6%
SFP
2210
Shepherd Financial Partners
Massachusetts
$248K +$248K +5,469 New
PPW
2211
Parcion Private Wealth
Washington
$247K – – –
EFG
2212
Everhart Financial Group
Ohio
$247K +$11.8K +261 +5%
LCM
2213
Leisure Capital Management
California
$246K +$13.6K +300 +6%
HWM
2214
Hemington Wealth Management
Virginia
$246K +$246K +5,436 New
BAM
2215
Barrett Asset Management
New York
$244K -$67.4K -1,491 -22%
EWA
2216
Evolution Wealth Advisors
Florida
$244K +$4.74K +105 +2%
MIM
2217
Merrion Investment Management
New Jersey
$244K +$40.7K +900 +20%
MCM
2218
Maple Capital Management
Vermont
$244K +$244K +5,382 New
IIC
2219
Integrated Investment Consultants
Michigan
$243K -$58.2K -1,284 -19%
LI
2220
LVZ Inc
Michigan
$243K -$1.22K -27 -0.5%
SWA
2221
Sutton Wealth Advisors
Florida
$243K -$10.7K -237 -4%
MAA
2222
Matrix Asset Advisors
New York
$242K – – –
AAM
2223
Augustine Asset Management
Florida
$242K +$814 +18 +0.3%
FSA
2224
Financial Sense Advisors
California
$241K +$542 +12 +0.2%
EWP
2225
Engrave Wealth Partners
Texas
$239K -$11.1K -246 -4%
87 88
89
90 91