WMT icon

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 %
MWC
2401
MBM Wealth Consultants
Missouri
$45K -$16.3K -360 -27%
LWA
2402
Lowe Wealth Advisors
Maryland
$45K -$16.2K -357 -26%
CCMW
2403
Cypress Capital Management (Wyoming)
Wyoming
$43K -$1.48M -32,739 -97%
PSB
2404
Piscataqua Savings Bank
New Hampshire
$42K +$42K +945 New
HFM
2405
Harvest Fund Management
China
$41K -$42.6K -957 -51%
HFA
2406
HC Financial Advisors
California
$41K – – –
RA
2407
Resolute Advisors
California
$36K +$36K +1,029 New
SIA
2408
Sit Investment Associates
Minnesota
$34K -$16.2K -357 -32%
LAS
2409
Lloyd Advisory Services
Georgia
$34K -$9.48K -210 -22%
FFA
2410
Freedman Financial Associates
Massachusetts
$34K – – –
BSG
2411
Black Swift Group
Colorado
$34K +$9.48K +210 +39%
CP
2412
Corbenic Partners
Pennsylvania
$31K – – –
CWM
2413
Cedar Wealth Management
California
$31K – – –
LD
2414
Lipe & Dalton
New York
$30K – – –
OAJ
2415
Ogorek Anthony Joseph
New York
$30K – – –
PA
2416
Perennial Advisors
New York
$30K – – –
TAM
2417
Tucker Asset Management
Colorado
$27.2K -$23.9K -528 -47%
SMG
2418
Spectrum Management Group
Indiana
$26K -$3.76M -82,404 -99%
FA
2419
Financial Avengers
California
$25K +$4.48K +99 +22%
KFS
2420
Kaizen Financial Strategies
California
$25K +$25K +549 New
RIA
2421
RPG Investment Advisory
California
$23K – – –
PCFFS
2422
Pacific Center for Financial Services
California
$23K – – –
WCM
2423
Wealthcare Capital Management
Virginia
$23K +$23K +513 New
MGIM
2424
M&G Investment Management
United Kingdom
$21.6K +$20.8K +459,648 +2,891%
HWM
2425
HighMark Wealth Management
Minnesota
$21K -$2.03K -45 -9%
95 96
97
98 99