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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 %
IAS
2426
IMA Advisory Services
Colorado
$21K – – –
EWM
2427
Elmwood Wealth Management
California
$21K +$21K +462 New
RDFA
2428
Ritter Daniher Financial Advisory
Ohio
$20K – – –
KFP
2429
KB Financial Partners
New Jersey
$19K +$19K +429 New
RIM
2430
Rockbridge Investment Management
New York
$17K – – –
RBC
2431
Roble Belko & Company
Pennsylvania
$16K -$12.1K -261 -43%
FP
2432
Fiduciary Planning
Florida
$15K -$1.5M -32,400 -99%
TIM
2433
Tortoise Investment Management
New York
$15K +$3.32K +75 +28%
FI
2434
FormulaFolio Investments
Michigan
$14K -$9.57M -205,101 -100%
APWM
2435
Atlas Private Wealth Management
New York
$14K -$85.1K -1,824 -86%
Baillie Gifford & Co
2436
Baillie Gifford & Co
United Kingdom
$14K -$970 -21 -6%
MAM
2437
McCarthy Asset Management
California
$14K – – –
SFA
2438
Semmax Financial Advisors
North Carolina
$14K – – –
SSWG
2439
Seven Springs Wealth Group
Tennessee
$14K – – –
ADIM
2440
Alpha DNA Investment Management
Maryland
$14K +$11.9K +267 +556%
IWP
2441
IAG Wealth Partners
Wisconsin
$13K – – –
SC
2442
Steph & Co
Wisconsin
$12K +$12K +270 New
BBHC
2443
Brown Brothers Harriman & Co
New York
$11.6K -$1.51K -33,432 -12%
FEG
2444
Financial Enhancement Group
Indiana
$11K -$54.9K -1,212 -83%
NC
2445
NewSquare Capital
Pennsylvania
$10K -$379K -8,757 -97%
FGAM
2446
Financial Gravity Asset Management
Texas
$9.45K +$4.18K +9,069 +79%
LAM
2447
Lountzis Asset Management
Pennsylvania
$9.27K – – –
CPWM
2448
Cypress Point Wealth Management
Texas
$8K – – –
BAM
2449
Bellevue Asset Management
Washington
$8K – – –
IHWM
2450
Iron Horse Wealth Management
Iowa
$8K – – –
96 97
98
99 100