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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 %
HFS
576
Hantz Financial Services
Michigan
$6.87M +$171K +3,783 +3%
BOTW
577
Bank of the West
California
$6.86M +$336K +7,428 +5%
CI
578
Cigna Investments
Connecticut
$6.8M +$191K +4,227 +3%
EWM
579
Evercore Wealth Management
New York
$6.78M +$1.37M +30,153 +25%
EIM
580
Essex Investment Management
Massachusetts
$6.77M +$483K +10,674 +8%
PFS
581
Physicians Financial Services
North Carolina
$6.77M +$666K +14,715 +11%
KPWS
582
Kestra Private Wealth Services
Texas
$6.74M +$1.83M +40,344 +37%
HT
583
Heritage Trust
Oklahoma
$6.7M +$117K +2,577 +2%
GGS
584
Galvin Gaustad & Stein
Arizona
$6.66M -$218K -4,824 -3%
PP
585
Patten & Patten
Tennessee
$6.62M +$1.82M +40,152 +38%
CCM
586
Crossvault Capital Management
Texas
$6.62M +$648K +14,307 +11%
SWP
587
Stratos Wealth Partners
Ohio
$6.62M +$416K +9,198 +7%
LFAS
588
Level Four Advisory Services
Texas
$6.62M +$667K +14,733 +11%
BGIM
589
Brandywine Global Investment Management
Pennsylvania
$6.59M -$305K -6,738 -4%
PHK
590
Point72 Hong Kong
Hong Kong
$6.57M -$55K -1,215 -0.8%
OPPTF
591
OPSEU Pension Plan Trust Fund
Ontario, Canada
$6.55M +$342K +7,527 +6%
DWM
592
Dakota Wealth Management
Florida
$6.54M -$3.79M -83,706 -37%
BOC
593
Barbara Oil Co
Illinois
$6.52M – – –
HL
594
HeadInvest LLC
Maine
$6.51M +$28.5K +630 +0.4%
PI
595
Parkside Investments
Illinois
$6.47M +$476K +10,515 +8%
WSTAM
596
Wilbanks Smith & Thomas Asset Management
Virginia
$6.47M +$3.08M +67,923 +90%
IRF
597
IBM Retirement Fund
New York
$6.45M -$581K -12,825 -8%
GG
598
Gofen & Glossberg
Illinois
$6.45M +$997K +22,032 +18%
DAC
599
Dividend Assets Capital
South Carolina
$6.43M -$233K -5,151 -3%
CAM
600
Carret Asset Management
New York
$6.41M -$56.9K -1,257 -0.9%
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