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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 %
GWM
501
Geneos Wealth Management
Colorado
$8.56M -$208K -4,470 -2%
FNBOO
502
First National Bank of Omaha
Nebraska
$8.56M -$34.2K -756 -0.4%
NMIMC
503
Northwestern Mutual Investment Management Company
Wisconsin
$8.54M -$1.8M -39,693 -17%
OAM
504
Oppenheimer Asset Management
New York
$8.52M -$1.59M -35,148 -16%
PFS
505
Prospera Financial Services
Texas
$8.51M +$31.5K +696 +0.4%
CB
506
Cadence Bank
Mississippi
$8.49M +$1M +22,137 +13%
SCA
507
Stonebridge Capital Advisors
Minnesota
$8.49M +$1.63M +36,096 +24%
SCA
508
Spearhead Capital Advisors
Florida
$8.47M +$1.89M +41,817 +29%
SGK
509
Steigerwald Gordon & Koch
Virginia
$8.46M +$650K +14,349 +8%
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$8.46M -$1.14M -25,083 -12%
TA
511
TruWealth Advisors
Louisiana
$8.43M +$496K +10,947 +6%
MFAM
512
Motley Fool Asset Management
Virginia
$8.41M +$8.41M +185,706 New
WIA
513
Wealthstreet Investment Advisors
Texas
$8.4M +$12.2K +270 +0.1%
LIA
514
LS Investment Advisors
Michigan
$8.39M -$1.23M -27,273 -13%
TF
515
Tompkins Financial
New York
$8.39M +$194K +4,278 +2%
BC
516
Burney Company
Virginia
$8.38M -$306K -6,768 -4%
SCA
517
Snowden Capital Advisors
New York
$8.38M +$1.24M +27,450 +17%
MIM
518
Marco Investment Management
Georgia
$8.37M +$1.54M +34,014 +23%
DJSG
519
D.J. St. Germain
Massachusetts
$8.34M +$85.4K +1,887 +1%
TC
520
TwinBeech Capital
New York
$8.32M +$1.49M +32,811 +22%
FMC
521
First Merchants Corp
Indiana
$8.29M +$534K +11,799 +7%
BL
522
BCWM LLC
Kansas
$8.26M +$247K +5,466 +3%
OSIA
523
O'Shares Investment Advisers
Massachusetts
$8.23M -$25.7K -567 -0.3%
Westfield Capital Management
524
Westfield Capital Management
Massachusetts
$8.2M -$154K -3,405 -2%
CM
525
Capula Management
Cayman Islands
$8.17M +$7.88M +174,120 +2,751%
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