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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 %
VIA
551
Vident Investment Advisory
Georgia
$7.36M +$684K +15,108 +10%
CM
552
Churchill Management
California
$7.32M -$273K -6,027 -4%
AAM
553
Auxier Asset Management
Oregon
$7.27M -$6.79K -150 -0.1%
JAM
554
Jupiter Asset Management
United Kingdom
$7.25M -$1.1M -24,342 -13%
MHIC
555
Marble Harbor Investment Counsel
Massachusetts
$7.25M -$6.79K -150 -0.1%
M
556
MOTCO
Texas
$7.23M +$6.82M +150,537 +1,659%
DWM
557
Dorchester Wealth Management
Quebec, Canada
$7.22M +$47.5K +1,050 +0.7%
BRCM
558
Bright Rock Capital Management
Massachusetts
$7.2M – – –
WPC
559
Waters Parkerson & Co
Louisiana
$7.19M -$206K -4,554 -3%
HWM
560
Holloway Wealth Management
Florida
$7.18M -$6.97M – –
MMA
561
Miracle Mile Advisors
California
$7.18M +$61.7K +1,362 +0.9%
GF
562
Gabelli Funds
New York
$7.18M +$248K +5,475 +4%
GFG
563
Greystone Financial Group
Michigan
$7.16M -$415K -8,931 -5%
VWA
564
Visionary Wealth Advisors
Illinois
$7.14M -$25.1K -555 -0.4%
SCM
565
SKBA Capital Management
California
$7.12M -$666K -14,700 -9%
MAP
566
Managed Asset Portfolios
Michigan
$7.12M +$4.8M +105,924 +206%
WAM
567
World Asset Management
Michigan
$7.09M -$482K -10,344 -6%
LIM
568
Leavell Investment Management
Alabama
$7.05M +$14.7K +324 +0.2%
RC
569
RBF Capital
California
$7.03M – – –
FFWA
570
FRG Family Wealth Advisors
Washington
$6.99M -$35.3K -780 -0.5%
AWM
571
Avitas Wealth Management
California
$6.97M +$1.7M +37,455 +32%
AWM
572
Altavista Wealth Management
North Carolina
$6.97M -$80.6K -1,779 -1%
MM
573
Meridian Management
Arkansas
$6.94M -$189K -4,176 -3%
IAIM
574
International Assets Investment Management
Florida
$6.91M +$3.6M +77,346 +109%
CC
575
Constitution Capital
Connecticut
$6.89M +$52.3K +1,155 +0.8%
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