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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 %
CIAS
2376
CBIZ Investment Advisory Services
Ohio
$76K -$80K – –
DWP
2377
Destiny Wealth Partners
Florida
$75K -$272K -6,048 -78%
CMA
2378
Cedar Mountain Advisors
Oregon
$75K – – –
GSAM
2379
Grant Street Asset Management
Pennsylvania
$73K +$31.8K +708 +77%
TFIPS
2380
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.4K +$21.7K +480 +45%
KC
2381
Knuff & Co
California
$70K – – –
BHWM
2382
Bay Harbor Wealth Management
Maryland
$69K -$6.7K -147 -9%
CA
2383
Crewe Advisors
Utah
$68K – – –
Nisa Investment Advisors
2384
Nisa Investment Advisors
Missouri
$66.3K -$4.32K -95,304 -6%
CQS
2385
Credential Qtrade Securities
$65.2K -$338K -7,470 -84%
SL
2386
Savior LLC
Massachusetts
$64K – – –
KFS
2387
Kelly Financial Services
Massachusetts
$62K -$13.6K -300 -18%
CFG
2388
CKW Financial Group
Hawaii
$61K – – –
AIG
2389
American International Group
New York
$58.4K +$1.03K +22,839 +2%
LWP
2390
Laurel Wealth Planning
Minnesota
$58K – – –
CAM
2391
Costello Asset Management
Pennsylvania
$56K – – –
JPLA
2392
Joseph P. Lucia & Associates
New York
$53K +$2.19K +48 +4%
TF
2393
TimeScale Financial
Massachusetts
$52K +$409 +9 +0.8%
CAM
2394
CenterStar Asset Management
Illinois
$50K -$231K – –
NR
2395
Newfound Research
Massachusetts
$49K -$60.3K -1,326 -55%
MF
2396
Manchester Financial
California
$49K +$3.79K +84 +8%
MFA
2397
McClarren Financial Advisors
Pennsylvania
$47K +$135 +3 +0.3%
AA
2398
AlphaCentric Advisors
Puerto Rico
$46K -$1.37K -30 -3%
SWP
2399
ShoreHaven Wealth Partners
New Jersey
$46K +$19K +423 +70%
GIA
2400
Goodwin Investment Advisory
Georgia
$46K +$46K +1,020 New
94 95
96
97 98