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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 %
MWP
2326
Meridian Wealth Partners
Pennsylvania
$151K +$12.2K +270 +9%
ST
2327
Sageworth Trust
Pennsylvania
$150K – – –
WLPWM
2328
Walled Lake Planning & Wealth Management
Illinois
$149K +$408 +9 +0.3%
VCM
2329
Vigilant Capital Management
Maine
$144K -$272K -5,985 -65%
CWA
2330
Carolina Wealth Advisors
South Carolina
$142K +$12K +267 +9%
AWM
2331
Atticus Wealth Management
Florida
$138K +$815 +18 +0.6%
WIM
2332
Westside Investment Management
California
$136K -$26.8K -1,950 -16%
SM
2333
SG3 Management
Puerto Rico
$136K -$136K -3,000 -50%
RTC
2334
Riverview Trust Company
Washington
$134K – – –
KTC
2335
Kistler-Tiffany Companies
Pennsylvania
$134K +$18.1K +399 +16%
AWM
2336
Accel Wealth Management
Iowa
$129K +$31K +681 +32%
JWM
2337
Janiczek Wealth Management
Colorado
$127K -$17.9K -396 -12%
TFO
2338
Tarbox Family Office
California
$127K +$2.18K +48 +2%
HIM
2339
Hillsdale Investment Management
Ontario, Canada
$125K -$50.3K -1,110 -29%
KFI
2340
Key Financial Inc
Pennsylvania
$125K +$15.8K +348 +14%
BCM
2341
Blume Capital Management
California
$122K – – –
BC
2342
Burleson & Co
California
$118K +$118K +2,613 New
RCA
2343
Ranch Capital Advisors
Florida
$117K -$13.5K -300 -10%
Cohen & Steers
2344
Cohen & Steers
New York
$116K -$5.72K -126 -5%
SFPG
2345
Stonebridge Financial Planning Group
Florida
$116K -$5.43K -117 -4%
TLFA
2346
True Link Financial Advisors
California
$113K -$66.4K -1,470 -37%
SLF
2347
Sun Life Financial
Ontario, Canada
$112K +$272 +6 +0.2%
BFG
2348
Baron Financial Group
New Jersey
$108K +$42.8K +945 +66%
HR
2349
Howe & Rusling
New York
$106K -$13.3K -294 -11%
SQA
2350
Simon Quick Advisors
New Jersey
$105K -$26.9K -594 -20%
92 93
94
95 96