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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 %
CCM
2501
CAAS Capital Management
New York
– -$3.97M -82,713 Closed
WIM
2502
Waverton Investment Management
United Kingdom
– -$3.67M -76,338 Closed
RWM
2503
RBA Wealth Management
California
– -$3.5M -72,816 Closed
RIA
2504
Regal Investment Advisors
Michigan
– -$3.41M -70,860 Closed
EAM
2505
Exane Asset Management
France
– -$3.29M -68,394 Closed
GI
2506
Gavea Investimentos
Brazil
– -$3.06M -63,726 Closed
BCM
2507
Bayesian Capital Management
New York
– -$2.98M -62,049 Closed
HT
2508
HAP Trading
New York
– -$2.9M -60,312 Closed
TI
2509
Trexquant Investment
Connecticut
– -$2.72M -56,682 Closed
AL
2510
AJO LP
Pennsylvania
– -$2.71M -56,484 Closed
WG
2511
Winton Group
United Kingdom
– -$2.64M -55,026 Closed
SLG
2512
Stanley-Laman Group
Pennsylvania
– -$2.58M -53,679 Closed
MC
2513
Maverick Capital
Texas
– -$2.43M -50,487 Closed
SCCM
2514
Schafer Cullen Capital Management
New York
– -$2.37M -49,308 Closed
AC
2515
Athanor Capital
New York
– -$2.32M -48,231 Closed
BCM
2516
Barometer Capital Management
Ontario, Canada
– -$2.19M -45,600 Closed
IMC Chicago
2517
IMC Chicago
Illinois
– -$2.04M -42,393 Closed
NEIRG
2518
New England Investment & Retirement Group
Massachusetts
– -$2.02M -41,964 Closed
DLCIG
2519
D.L. Carlson Investment Group
New Hampshire
– -$1.99M -41,469 Closed
FC
2520
FORA Capital
Florida
– -$1.95M -40,566 Closed
LWM
2521
Laidlaw Wealth Management
New York
– -$1.89M -39,351 Closed
GCA
2522
Genesee Capital Advisors
New York
– -$1.88M -39,162 Closed
WP
2523
WMS Partners
Maryland
– -$1.78M -37,047 Closed
3LCM
2524
3D/L Capital Management
Connecticut
– -$1.77M -36,876 Closed
SFS
2525
Summit Financial Strategies
Ohio
– -$1.5M -31,290 Closed
99 100
101
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