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 %
AAA
601
Adams Asset Advisors
Texas
$6.4M -$281K -6,201 -4%
B
602
Bellecapital
Switzerland
$6.34M +$1.24M +27,414 +24%
CTA
603
Colonial Trust Advisors
South Carolina
$6.31M +$131K +2,883 +2%
PTC
604
Petrus Trust Company
Texas
$6.31M – – –
CCM
605
Covington Capital Management
California
$6.31M +$38K +840 +0.6%
BRM
606
Boston Research & Management
Massachusetts
$6.28M +$10.9K +240 +0.2%
HC
607
Hourglass Capital
Texas
$6.28M +$3.1M +68,364 +97%
FPFS
608
First Personal Financial Services
North Carolina
$6.26M -$7.74K -171 -0.1%
TNBTD
609
Trustmark National Bank Trust Department
Mississippi
$6.25M +$934K +20,628 +18%
CA
610
Cornerstone Advisors
North Carolina
$6.25M -$4.62M -102,000 -43%
MWM
611
Marietta Wealth Management
Georgia
$6.24M +$495K +10,935 +9%
CCMINC
612
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.23M +$136 +3 +0%
EWM
613
Executive Wealth Management
Michigan
$6.19M +$171K +3,780 +3%
RC
614
Roundview Capital
New Jersey
$6.18M +$202K +4,452 +3%
TPCW
615
TD Private Client Wealth
New York
$6.17M +$48.9K +1,080 +0.8%
PWW
616
Pettyjohn Wood & White
Virginia
$6.17M +$476K +10,512 +8%
SCM
617
Sitrin Capital Management
California
$6.15M +$26.5K +585 +0.4%
JRCM
618
Jones Road Capital Management
New York
$6.11M +$6.11M +135,000 New
SCM
619
Shelton Capital Management
Colorado
$6.11M +$3.12M +68,925 +104%
TCM
620
Twin Capital Management
Pennsylvania
$6.1M -$1.6M -35,247 -21%
CAM
621
Cresset Asset Management
Illinois
$6.07M -$831K -18,279 -12%
HKIM
622
Hayek Kallen Investment Management
Alabama
$6.02M -$24.3K -537 -0.4%
B
623
BP
United Kingdom
$6.01M -$1.12M -24,807 -16%
VRM
624
Vectors Research Management
New York
$6.01M +$401K +8,865 +7%
NEAM
625
New England Asset Management
Connecticut
$6M -$285K -6,300 -5%
23 24
25
26 27