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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 %
SFO
2451
Standard Family Office
South Dakota
$8K +$140 +3 +2%
UFF
2452
USA Financial Formulas
Michigan
$7K -$2.69M -57,690 -100%
MIM
2453
Macroview Investment Management
Maryland
$7K – – –
BAMG
2454
Brand Asset Management Group
Missouri
$7K – – –
BA
2455
Bellwether Advisors
Nebraska
$6K – – –
DWMG
2456
DB Wealth Management Group
California
$6K – – –
MIH
2457
Meitav Investment House
Israel
$5.88K -$16.3K -358,203 -73%
HF
2458
Halpern Financial
Virginia
$5.16K +$5.16K +114 New
SFP
2459
Sterling Financial Planning
New Jersey
$5K – – –
EAM
2460
Eukles Asset Management
Ohio
$5K +$5K +114 New
LIM
2461
Longfellow Investment Management
Massachusetts
$4K – – –
PCA
2462
Providence Capital Advisors
North Carolina
$4K – – –
LGWM
2463
Litman Gregory Wealth Management
California
$4K – – –
SC
2464
Solstein Capital
California
$4K +$4K +84 New
AWA
2465
Artemis Wealth Advisors
New York
$3.42K – – –
FPW
2466
Flagship Private Wealth
Massachusetts
$3.07K – – –
DTIM
2467
Danda Trouve Investment Management
Kansas
$3K -$545 -12 -15%
FWM
2468
Filbrandt Wealth Management
Wisconsin
$3K +$3K +75 New
LPARFS
2469
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.04K +$2.04K +45,000 New
DRS
2470
Deane Retirement Strategies
Louisiana
$2K -$2.03M -36,606 -100%
TFA
2471
Transamerica Financial Advisors
Florida
$2K -$545 -9 -21%
AMC
2472
Asset Management Corp
Illinois
$1.33K +$425 +9,390 +47%
AWMS
2473
Advocacy Wealth Management Services
Georgia
$1K – – –
HI
2474
Human Investing
Oregon
$1K – – –
MWA
2475
Moser Wealth Advisors
Washington
$1K +$1K +30 New
97 98
99
100 101