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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$12.6M +$392K +8,652 +3%
NA
402
NewEdge Advisors
Louisiana
$12.6M -$18.4M -405,948 -59%
AIM
403
Allen Investment Management
New York
$12.5M +$1.07M +23,613 +9%
TSW
404
Thompson Siegel & Walmsley
Virginia
$12.5M -$481K -10,623 -4%
NIM
405
Northeast Investment Management
Massachusetts
$12.4M +$343K +7,581 +3%
FM
406
Foster & Motley
Ohio
$12.4M -$721K -15,924 -6%
HWA
407
Heritage Wealth Advisors
Virginia
$12.3M +$2.63M +58,149 +27%
SCA
408
Stillwater Capital Advisors
Pennsylvania
$12.3M +$34K +750 +0.3%
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$12.1M – – –
TBA
410
Tower Bridge Advisors
Pennsylvania
$12.1M -$3.88M -85,617 -24%
WB
411
WesBanco Bank
West Virginia
$12M +$12M +264,321 New
CIA
412
CCM Investment Advisers
South Carolina
$11.9M -$245K -5,409 -2%
TH
413
TCTC Holdings
Texas
$11.9M -$19.2K -423 -0.2%
ASN
414
Advisory Services Network
Georgia
$11.8M +$1.4M +30,813 +13%
PA
415
Pinnacle Associates
New York
$11.7M +$47.1K +1,041 +0.4%
S
416
Seeyond
France
$11.7M +$4.01M +88,650 +52%
FWIA
417
Fort Washington Investment Advisors
Ohio
$11.7M -$27.8K -615 -0.2%
MA
418
Montag & Associates
Georgia
$11.7M -$12.4K -273 -0.1%
LSERS
419
Louisiana State Employees Retirement System
Louisiana
$11.7M -$13.6K -300 -0.1%
CIC
420
Cutler Investment Counsel
Oregon
$11.7M +$47.4K +1,047 +0.4%
KRS
421
Kentucky Retirement Systems
Kentucky
$11.6M -$179K -3,963 -2%
MC
422
Moors & Cabot
Massachusetts
$11.4M +$329K +7,251 +3%
DCM
423
Dupont Capital Management
Delaware
$11.4M -$3.94M -86,958 -26%
SMI
424
Shelter Mutual Insurance
Missouri
$11.4M – – –
HA
425
Hamel Associates
New Jersey
$11.4M -$260K -5,733 -2%
15 16
17
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