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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 %
LWM
2351
Liberty Wealth Management
California
$105K – – –
PP
2352
PrairieView Partners
Minnesota
$105K +$136 +3 +0.1%
EIP
2353
Ellis Investment Partners
Pennsylvania
$99K +$13.7K +303 +16%
TC
2354
Tacita Capital
Ontario, Canada
$98K – – –
BWP
2355
Baldwin Wealth Partners
Massachusetts
$97K +$6.8K +150 +8%
CWM
2356
Cranbrook Wealth Management
Michigan
$97K +$10.2K +225 +12%
CFN
2357
Cordasco Financial Network
Florida
$96K -$40K -885 -29%
PCM
2358
Pinz Capital Management
New York
$95K +$95K +2,100 New
PWM
2359
Prentice Wealth Management
New York
$94K +$94K +2,067 New
FMP
2360
Financial Management Professionals
Texas
$93K -$20.3K -447 -18%
EARNEST Partners
2361
EARNEST Partners
Georgia
$93K – – –
CCA
2362
Column Capital Advisors
Indiana
$89K +$13.6K +300 +18%
NIM
2363
NuWave Investment Management
New Jersey
$86K -$605K -13,425 -88%
MAWCM
2364
Mine & Arao Wealth Creation & Management
California
$86K +$135 +3 +0.2%
AW
2365
Avion Wealth
Texas
$84K – – –
AA
2366
AlphaMark Advisors
Kentucky
$83K +$20.5K +450 +33%
NCM
2367
New Capital Management
Texas
$82K -$16.8K -369 -17%
RWG
2368
Regal Wealth Group
California
$82K +$54.8K +1,209 +202%
PCTC
2369
Perkins Coie Trust Company
Washington
$81K – – –
CAL
2370
Capital Advisors Ltd
Ohio
$81K – – –
SWM
2371
Selective Wealth Management
Virginia
$81K +$40.5K +900 +100%
HS
2372
Horan Securities
United States
$81K +$69.3K +1,530 +593%
MWM
2373
Mascoma Wealth Management
New Hampshire
$81K +$81K +1,797 New
Q
2374
QVR
California
$80K +$73.3K +1,617 +1,100%
BCM
2375
Bourgeon Capital Management
Connecticut
$79K -$6.22K -138 -7%
93 94
95
96 97