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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 %
OWA
976
Octavia Wealth Advisors
Ohio
$2.66M +$154K +3,393 +6%
BO
977
Bank OZK
Arkansas
$2.66M -$185K -4,080 -6%
MSAM
978
Moloney Securities Asset Management
Missouri
$2.65M -$127K -2,799 -5%
BNP Paribas Asset Management
979
BNP Paribas Asset Management
France
$2.64M -$692K -15,294 -21%
CTA
980
Chesley Taft & Associates
Illinois
$2.64M +$81.6K +1,755 +3%
FPCG
981
Fort Pitt Capital Group
Pennsylvania
$2.64M +$248K +5,475 +10%
ACS
982
Archford Capital Strategies
Illinois
$2.64M -$3.36M -71,931 -56%
DI
983
Diligent Investors
California
$2.64M +$99.7K +2,202 +4%
SAM
984
Summit Asset Management
Tennessee
$2.63M +$9.51K +210 +0.4%
RDWM
985
Red Door Wealth Management
Tennessee
$2.62M +$1.01M +22,362 +63%
AWA
986
ARS Wealth Advisors
Florida
$2.62M -$141K -3,120 -5%
GAMC
987
Garner Asset Management Corp
Texas
$2.61M +$50.1K +1,107 +2%
SAM
988
Sompo Asset Management
Japan
$2.61M -$997K -22,020 -28%
EP
989
Eudaimonia Partners
Tennessee
$2.61M +$43.9K +969 +2%
SWP
990
Strategic Wealth Partners
Ohio
$2.6M +$736K +16,254 +40%
Fuller & Thaler Asset Management
991
Fuller & Thaler Asset Management
California
$2.59M -$489K -10,800 -16%
AMI
992
Amica Mutual Insurance
Rhode Island
$2.59M -$1.78M -39,255 -41%
PRC
993
Pearl River Capital
Michigan
$2.59M +$2.15M +47,598 +501%
ACG
994
Allen Capital Group
Nebraska
$2.58M +$344K +7,590 +15%
1WA
995
180 Wealth Advisors
Washington
$2.58M +$142K +2,997 +6%
TPA
996
Trivium Point Advisory
Connecticut
$2.58M +$242K +5,346 +10%
SC
997
Sovarnum Capital
New York
$2.58M +$951K +21,000 +58%
AC
998
Asio Capital
Kentucky
$2.58M +$641K +14,160 +33%
HTC
999
Haverford Trust Company
Pennsylvania
$2.57M -$61.3K -1,353 -2%
GA
1000
GFS Advisors
Texas
$2.57M +$2.57M +56,859 New
38 39
40
41 42