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 %
HAI
951
Hennessy Advisors Inc
California
$2.83M +$177K +3,900 +7%
CAS
952
Cascadia Advisory Services
Oregon
$2.81M +$2.81M +62,076 New
CG
953
CFO4Life Group
Texas
$2.8M +$16K +354 +0.6%
SCP
954
Silverleafe Capital Partners
Tennessee
$2.79M -$864K -19,077 -24%
TA
955
Tiedemann Advisors
New York
$2.79M +$81.6K +1,794 +3%
IA
956
IFP Advisors
Florida
$2.79M -$325K -7,194 -10%
GW
957
GW & Wade
Massachusetts
$2.78M +$755K +16,665 +37%
FDS
958
Freedom Day Solutions
Texas
$2.78M -$51.1K -1,128 -2%
IWC
959
Integrated Wealth Concepts
Massachusetts
$2.77M +$748K +16,515 +37%
CI Investments Inc
960
CI Investments Inc
Ontario, Canada
$2.76M -$13M -286,509 -82%
YIA
961
YHB Investment Advisors
Connecticut
$2.76M +$258K +5,496 +10%
PCM
962
Prelude Capital Management
New York
$2.76M +$1.08M +23,853 +64%
PVH
963
Psagot Value Holdings
Israel
$2.75M +$1.25M +27,600 +83%
IFAM
964
Institutional & Family Asset Management
Colorado
$2.75M -$332K -7,335 -11%
TFS
965
TrustCore Financial Services
Tennessee
$2.73M +$226K +4,983 +9%
TI
966
Tidal Investments
Wisconsin
$2.73M +$672K +14,832 +33%
DP
967
Dearborn Partners
Illinois
$2.72M +$92.2K +2,037 +4%
IC
968
IEQ Capital
California
$2.72M +$2.72M +60,066 New
FGP
969
Foyston, Gordon, & Payne
Ontario, Canada
$2.71M – – –
KP
970
Keel Point
Alabama
$2.7M +$170K +3,759 +7%
B
971
Bailard
California
$2.69M +$1.85M +40,842 +220%
MIC
972
Meridian Investment Counsel
California
$2.68M – – –
AWA
973
Arkadios Wealth Advisors
Georgia
$2.67M +$904K +19,962 +51%
HSA
974
HBK Sorce Advisory
Pennsylvania
$2.67M -$107K -2,364 -4%
HCM
975
Harvey Capital Management
Florida
$2.67M +$13.6K +300 +0.5%
37 38
39
40 41