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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 %
SSG
876
Summit Securities Group
New York
$3.34M -$1.37M -30,300 -29%
RG
877
Rikoon Group
New Mexico
$3.34M +$5.7K +126 +0.2%
CIP
878
Convergence Investment Partners
Florida
$3.33M -$134K -2,970 -4%
HCA
879
Horan Capital Advisors
Ohio
$3.33M +$161K +3,555 +5%
KLCM
880
KG&L Capital Management
Louisiana
$3.32M +$847K +18,705 +34%
SLI
881
Sumitomo Life Insurance
Japan
$3.32M -$209K -4,626 -6%
ST
882
Somerset Trust
Pennsylvania
$3.32M +$60.6K +1,338 +2%
HCM
883
Hutner Capital Management
Vermont
$3.31M +$12.1K +267 +0.4%
MJB
884
Mark J. Bradley
$3.31M +$137K +3,030 +4%
AIP
885
Ameritas Investment Partners
Nebraska
$3.29M -$167K -3,651 -5%
CNBTD
886
Citizens National Bank Trust Department
Mississippi
$3.29M +$15.6K +345 +0.5%
SFG
887
SevenBridge Financial Group
Pennsylvania
$3.28M +$8.01K +177 +0.2%
MC
888
MRJ Capital
New York
$3.27M +$1.29M +28,500 +65%
Wealth Enhancement Advisory Services
889
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$154K +3,291 +5%
CBB
890
Citizens Business Bank
California
$3.26M -$162K -3,576 -5%
PHS
891
Pekin Hardy Strauss
Illinois
$3.26M -$29.2K -645 -0.9%
CCT
892
Chemung Canal Trust
New York
$3.26M -$255K -5,637 -7%
GEA
893
Glen Eagle Advisors
New Jersey
$3.24M +$482K +10,602 +17%
MSU
894
Mizuho Securities USA
New York
$3.24M +$2.54M +56,076 +363%
DIS
895
Diversified Investment Strategies
Louisiana
$3.24M -$506K -11,175 -14%
TW
896
Transform Wealth
Colorado
$3.23M +$405K +8,946 +14%
HIIFS
897
Harel Insurance Investments & Financial Services
Israel
$3.22M -$178M -1,248,903 -98%
AMCA
898
Arthur M. Cohen & Associates
Illinois
$3.22M +$132K +2,910 +4%
TGAM
899
TBH Global Asset Management
Tennessee
$3.22M +$103K +2,265 +3%
KIG
900
Kessler Investment Group
Indiana
$3.22M +$70.5K +1,557 +2%
34 35
36
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