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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 %
AFM
626
Andesa Financial Management
Pennsylvania
$6M +$2.78M +61,293 +86%
TFA
627
Toth Financial Advisory
Virginia
$5.99M -$679 -15 -0%
HC
628
HNP Capital
New York
$5.98M +$377K +8,322 +7%
WTC
629
WhitTier Trust Company
Nevada
$5.98M +$103K +2,286 +2%
DCP
630
Distillate Capital Partners
Illinois
$5.98M +$1.75M +38,718 +42%
MCA
631
Mercer Capital Advisers
New Jersey
$5.96M +$194K +4,293 +3%
WCM
632
Wedge Capital Management
North Carolina
$5.95M +$393K +8,682 +7%
PAI
633
Pittenger & Anderson Inc
Nebraska
$5.92M +$1.4M +30,825 +31%
Capital Fund Management (CFM)
634
Capital Fund Management (CFM)
France
$5.92M +$2.51M +55,356 +73%
TCM
635
Teza Capital Management
Illinois
$5.91M +$3.32M +73,302 +128%
EGA
636
Eagle Global Advisors
Texas
$5.91M -$129K -2,847 -2%
GL
637
Graypoint LLC
New York
$5.9M -$551K -12,159 -9%
CIC
638
Crawford Investment Counsel
Georgia
$5.88M -$852K -18,822 -13%
CAC
639
Core Alternative Capital
Georgia
$5.85M +$76.1K +1,680 +1%
NB
640
Northwest Bancshares
Pennsylvania
$5.81M +$485K +10,713 +9%
HCM
641
Hodges Capital Management
Texas
$5.8M +$17.9K +396 +0.3%
JCM
642
Jacobi Capital Management
Pennsylvania
$5.79M +$66.6K +1,470 +1%
WCM
643
Weik Capital Management
Pennsylvania
$5.75M +$409K +9,030 +8%
BDF
644
Balasa Dinverno & Foltz
$5.71M -$221K -4,878 -4%
OIM
645
Opus Investment Management
Massachusetts
$5.71M – – –
RBA
646
Richard Bernstein Advisors
New York
$5.68M – – –
FIB
647
First Interstate Bancsystem
Montana
$5.64M +$5.64M +124,560 New
GAM
648
Griffin Asset Management
New York
$5.63M +$53K +1,170 +1%
CB
649
Community Bank
New York
$5.62M +$331K +7,305 +6%
CIA
650
Covington Investment Advisors
Pennsylvania
$5.6M +$128K +2,832 +2%
24 25
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