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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 %
EWA
901
EP Wealth Advisors
California
$3.18M +$160K +3,540 +5%
IC
902
Investment Counsel
Michigan
$3.18M -$340K -7,500 -10%
LTI
903
Laffer Tengler Investments
Tennessee
$3.17M +$742K +16,386 +31%
Swedbank
904
Swedbank
Sweden
$3.16M +$3.16M +69,858 New
PA
905
Parallel Advisors
California
$3.16M -$68.7K -1,518 -2%
HCM
906
Huber Capital Management
California
$3.16M -$815K -18,000 -21%
CDH
907
Charles D. Hyman
$3.16M +$7.47K +165 +0.2%
UCMOK
908
United Capital Management of KS
Kansas
$3.16M +$112K +2,472 +4%
PAMG
909
Patton Albertson Miller Group
Tennessee
$3.15M -$160K -3,537 -5%
CA
910
Clearstead Advisors
Ohio
$3.14M +$156K +3,441 +5%
FMTCOCP
911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.12M +$154K +3,390 +5%
FCH
912
Freestone Capital Holdings
Washington
$3.09M +$144K +3,177 +5%
TNB
913
TCF National Bank
South Dakota
$3.08M -$211K -4,650 -6%
OSNBOA
914
Old Second National Bank of Aurora
Illinois
$3.08M +$9.51K +210 +0.3%
PCM
915
Parsons Capital Management
Rhode Island
$3.07M +$80.1K +1,770 +3%
NIC
916
Northwest Investment Counselors
Oregon
$3.06M -$27K -597 -0.9%
UFG
917
United Fire Group
Iowa
$3.06M +$2.58M +57,000 +543%
WIC
918
Woodmont Investment Counsel
Tennessee
$3.04M +$159K +3,513 +6%
MJRIC
919
Mogy Joel R Investment Counsel
California
$3.03M – – –
MYLI
920
Meiji Yasuda Life Insurance
Japan
$3.03M -$569K -12,570 -16%
KWM
921
Kingsview Wealth Management
Oregon
$3M -$511K -11,304 -15%
NAM
922
North American Management
Massachusetts
$3M -$76.1K -1,680 -2%
ATFA
923
All Terrain Financial Advisors
Minnesota
$2.99M -$465K -10,266 -13%
BWM
924
BerganKDV Wealth Management
Minnesota
$2.99M +$61.7K +1,362 +2%
PAM
925
Palisade Asset Management
Minnesota
$2.99M -$81.4K -1,797 -3%
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