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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 %
WOC
2301
West Oak Capital
California
$201K – – –
MFS
2302
Mirabella Financial Services
United Kingdom
$201K +$201K +4,434 New
SPWG
2303
Sage Private Wealth Group
Illinois
$197K -$7.08K -156 -3%
GC
2304
Garde Capital
Washington
$187K +$29.2K +645 +19%
APW
2305
Acima Private Wealth
Virginia
$186K – – –
HWA
2306
HHM Wealth Advisors
Tennessee
$185K +$10.9K +240 +6%
BC
2307
Barnett & Company
Tennessee
$180K -$13.6K -300 -7%
WAM
2308
Wolverine Asset Management
Illinois
$179K -$149K -3,303 -45%
TFGT
2309
TS Financial Group (TSFG)
Illinois
$177K +$88.9K +1,962 +101%
RG
2310
Retirement Group
California
$175K +$8.14K +180 +5%
MS
2311
Mizuho Securities
Japan
$174K +$148K +3,273 +565%
WPA
2312
West Paces Advisors
Georgia
$172K +$5.57K +123 +3%
BWL
2313
Bogart Wealth LLC
Virginia
$172K +$21.1K +465 +14%
AWM
2314
Activest Wealth Management
Florida
$167K +$167K +3,699 New
CWA
2315
Core Wealth Advisors
Florida
$166K +$1.36K +30 +0.8%
AL
2316
ADE LLC
Maryland
$164K -$76.7K -1,689 -32%
AIM
2317
Axiom Investment Management
New York
$163K +$5.34K +117 +3%
AWM
2318
AllSquare Wealth Management
New York
$162K +$54.5K +1,200 +51%
LFG
2319
Larson Financial Group
Missouri
$161K -$31.2K -690 -16%
SC
2320
Sierra Capital
Florida
$161K +$161K +3,549 New
PO
2321
Private Ocean
California
$158K +$8.14K +180 +5%
MS
2322
Maven Securities
Jersey
$155K +$155K +3,414 New
SAS
2323
Stelac Advisory Services
New York
$153K -$33.8K -744 -18%
ICM
2324
Islay Capital Management
Texas
$152K -$38.5K -849 -20%
AIL
2325
AGF Investments LLC
Ontario, Canada
$151K -$32K -705 -17%
91 92
93
94 95