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 %
VWM
476
Venturi Wealth Management
Texas
$9.6M +$68.1K +1,503 +0.7%
AI
477
Atria Investments
North Carolina
$9.55M -$455K -10,056 -5%
UR
478
USCA RIA
Texas
$9.51M -$141K -3,123 -1%
FF
479
FourThought Financial
Florida
$9.44M +$169K +3,741 +2%
Cerity Partners
480
Cerity Partners
New York
$9.33M +$136K +2,994 +1%
HI
481
Hoey Investments
Pennsylvania
$9.33M -$1.5M -33,138 -14%
CFG
482
Citizens Financial Group
Rhode Island
$9.28M -$3.93M -86,847 -30%
MCM
483
Monarch Capital Management
Indiana
$9.27M -$80.8K -1,785 -0.9%
HI
484
Horizon Investments
North Carolina
$9.27M +$9.27M +204,672 New
IC
485
Inverness Counsel
New York
$9.25M -$37.5M -827,604 -80%
RP
486
Rowlandmiller & Partners
Georgia
$9.19M -$107K -2,370 -1%
CWM
487
Calamos Wealth Management
Illinois
$9.1M +$75.8K +1,674 +0.8%
CA
488
Cetera Advisors
Colorado
$9.09M +$1.79M +39,603 +25%
BAPIM
489
British Airways Pensions Investment Management
United Kingdom
$9.06M -$550K -12,156 -6%
WCM
490
Whitener Capital Management
North Carolina
$9.02M +$106K +2,340 +1%
Lido Advisors
491
Lido Advisors
California
$9.01M -$1.92M -42,291 -18%
LBC
492
Lowe Brockenbrough & Co
Virginia
$8.92M +$111K +2,457 +1%
BBVA
493
Banco Bilbao Vizcaya Argentaria
Spain
$8.91M +$86.7K +1,914 +1%
CI
494
Conning Inc
Connecticut
$8.85M +$6.2M +137,010 +234%
DY
495
Dowling & Yahnke
California
$8.77M +$54.7K +1,209 +0.6%
PG
496
Pendal Group
Australia
$8.73M -$5.94M -131,199 -40%
WB
497
Webster Bank
Connecticut
$8.73M -$34.5K -762 -0.4%
EGM
498
Engineers Gate Manager
New York
$8.72M -$5.63M -124,431 -39%
FT
499
Fiduciary Trust
Massachusetts
$8.68M -$674K -14,895 -7%
FSA
500
Franklin Street Advisors
North Carolina
$8.6M +$200K +4,407 +2%
18 19
20
21 22