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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 %
FCM
2276
Firestone Capital Management
Florida
$212K – – –
SIC
2277
Sigma Investment Counselors
Michigan
$212K +$544 +12 +0.3%
ADBIC
2278
A.D. Beadell Investment Counsel
Wisconsin
$212K +$212K +4,695 New
BCB
2279
Brian C. Broderick
$211K – – –
HWM
2280
Hohimer Wealth Management
Washington
$211K +$5.17K +114 +3%
CWM
2281
Collaborative Wealth Management
Florida
$211K +$211K +4,248 New
JCM
2282
Jag Capital Management
Missouri
$211K +$211K +4,662 New
BIA
2283
Barry Investment Advisors
Massachusetts
$210K +$7.34K +162 +4%
WA
2284
WP Advisors
California
$209K +$209K +4,617 New
IF
2285
IRON Financial
Illinois
$208K -$23K -507 -10%
AAM
2286
Autus Asset Management
Arizona
$208K +$208K +4,590 New
NRI
2287
NFP Retirement Inc
California
$207K +$207K +4,584 New
WA
2288
Wealth Architects
California
$207K +$10.3K +228 +5%
MIS
2289
Morningstar Investment Services
Illinois
$206K -$4.32K -96 -2%
AF
2290
Affiance Financial
Minnesota
$206K – – –
GA
2291
Geller Advisors
New York
$206K +$6.54K +144 +3%
SFA
2292
Source Financial Advisors
New York
$205K -$6.79K -150 -3%
AIM
2293
Avity Investment Management
Connecticut
$205K – – –
WWM
2294
Wagner Wealth Management
South Carolina
$205K +$3.53K +78 +2%
AIM
2295
Arcadia Investment Management
Michigan
$205K +$13.1K +288 +7%
NSB
2296
Norway Savings Bank
Maine
$205K +$27.2K +600 +15%
RIG
2297
Roosevelt Investment Group
New York
$204K – – –
WC
2298
Whitney & Co
New York
$203K -$5.69K -126 -3%
APWA
2299
Atlas Private Wealth Advisors
New Jersey
$202K +$1.91K +42 +1%
BCPWM
2300
Bradley & Co Private Wealth Management
Florida
$202K +$202K +4,455 New
90 91
92
93 94