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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 %
OHIS
676
Oak Harvest Investment Services
Texas
$5.27M +$230K +5,076 +5%
AM
677
Atwater Malick
Pennsylvania
$5.25M -$194K -4,284 -4%
BHWM
678
Bar Harbor Wealth Management
New Hampshire
$5.24M -$163K -3,594 -3%
RP
679
Rice Partnership
Hawaii
$5.23M -$119K -2,625 -2%
AAMA
680
Advanced Asset Management Advisors
Ohio
$5.23M -$6.79K -150 -0.1%
FFA
681
Fragasso Financial Advisors
Pennsylvania
$5.21M +$286K +6,318 +6%
FM
682
Family Management
New York
$5.19M +$596K +13,158 +13%
GIM
683
Goelzer Investment Management
Indiana
$5.17M -$253K -5,589 -5%
RIM
684
Redpoint Investment Management
Australia
$5.16M +$5.16M +114,039 New
AF
685
Ally Financial
Michigan
$5.16M +$1.09M +24,000 +27%
HT
686
HighTower Trust
Texas
$5.15M -$3.46M -76,365 -40%
LS
687
Livforsakringsbolaget Skandia
Sweden
$5.13M -$1.14M -25,200 -18%
BIM
688
Bridges Investment Management
Nebraska
$5.09M -$107K -2,358 -2%
SP
689
Symmetry Partners
Connecticut
$5.09M -$688K -15,201 -12%
AHC
690
Adell Harriman & Carpenter
Texas
$5.08M -$208K -4,605 -4%
SFI
691
Siemens Fonds Invest
Germany
$5.06M +$336K +7,425 +7%
TLP
692
Trinity Legacy Partners
Texas
$5.05M +$564K +12,039 +13%
NAM
693
NorthCoast Asset Management
Connecticut
$5.04M +$1.95M +42,966 +63%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$5.03M -$474K -10,467 -9%
SCM
695
Silvant Capital Management
Georgia
$5.02M – – –
RIL
696
Rothschild Investment LLC
Illinois
$4.97M -$34.8K -768 -0.7%
PBC
697
Pavion Blue Capital
California
$4.96M -$20.6K -456 -0.4%
GFA
698
Gifford Fong Associates
California
$4.94M – – –
HB
699
Homrich & Berg
Georgia
$4.94M +$514K +11,346 +12%
LNC
700
Lincoln National Corp
Pennsylvania
$4.94M +$381K +8,415 +8%
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