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 %
SPC
426
Sigma Planning Corp
Michigan
$11.4M +$1.2M +26,442 +12%
CA
427
CapWealth Advisors
Tennessee
$11.3M +$10.6M +233,916 +1,417%
Assenagon Asset Management
428
Assenagon Asset Management
Luxembourg
$11.3M +$11.3M +249,666 New
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$11.2M -$254K -5,607 -2%
PL
430
Parthenon LLC
Kentucky
$11.1M -$4.08K -90 -0%
FM
431
Freemont Management
Switzerland
$11.1M – – –
LDB
432
Lee, Danner & Bass
Tennessee
$11.1M +$173K +3,810 +2%
JMFC
433
J.M. Forbes & Co
Massachusetts
$11.1M +$293K +6,468 +3%
PCM
434
Penserra Capital Management
California
$11M +$1.94M +42,822 +21%
SIM
435
Sonora Investment Management
Arizona
$11M +$103K +2,274 +0.9%
MAM
436
Mastrapasqua Asset Management
Tennessee
$10.9M +$472K +10,428 +5%
BFA
437
Bragg Financial Advisors
North Carolina
$10.9M +$24.4K +540 +0.2%
OAM
438
Optimal Asset Management
California
$10.8M +$4.41M +97,500 +69%
SBH
439
Segall Bryant & Hamill
Illinois
$10.8M -$409K -9,021 -4%
CIC
440
Carnegie Investment Counsel
Ohio
$10.7M +$2.34M +51,795 +28%
NEI
441
Northwest & Ethical Investments
Ontario, Canada
$10.7M -$642K -14,184 -6%
ABTD
442
Arvest Bank Trust Division
Oklahoma
$10.7M -$773K -17,082 -7%
Pacer Advisors
443
Pacer Advisors
Pennsylvania
$10.6M -$731K -16,140 -6%
KWMG
444
King Wealth Management Group
Florida
$10.6M +$1.34M +29,592 +14%
AAM
445
Advisors Asset Management
Colorado
$10.6M +$997K +22,014 +10%
FTC
446
Farmers Trust Company
Ohio
$10.6M -$195K -4,299 -2%
SW
447
SVB Wealth
Massachusetts
$10.5M -$192K -4,248 -2%
AAS
448
Avantax Advisory Services
Texas
$10.5M +$825K +18,216 +9%
BS
449
Banco Santander
Spain
$10.5M -$7.63M -168,618 -42%
SBIA
450
Sheaff Brock Investment Advisors
Indiana
$10.5M +$784K +17,325 +8%
16 17
18
19 20