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Walmart Inc
WMT

2,487 hedge funds and large institutions have $114B invested in Walmart Inc in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,241 increasing their positions, 867 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 867

15% more call options, than puts

Call options by funds: $3.48B | Put options by funds: $3.02B

4% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 140

1% less funds holding

Funds holding: 2,512 → 2,487 (-25)

1.32% less ownership

Funds ownership: 90.75% → 89.43% (-1.3%)

8% less capital invested

Capital invested by funds: $124B → $114B (-$9.76B)

34% less funds holding in top 10

Funds holding in top 10: 111 → 73 (-38)

Holders
2,487
Holders Change
-25
Holders Change %
-1%
% of All Funds
43.66%
Holding in Top 10
73
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-34.23%
% of All Funds
1.28%
New
145
Increased
1,241
Reduced
867
Closed
140
Calls
$3.48B
Puts
$3.02B
Net Calls
+$460M
Net Calls Change
+$199M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$643M
2
AS
Altshuler Shaham
Israel
+$329M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$284M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$256M
5
JP Morgan Chase
JP Morgan Chase
New York
+$232M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.38B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$556M
3
State Street
State Street
Massachusetts
-$341M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1001
180 Wealth Advisors
Washington
$2.58M +$139K +2,997 +6%
TPA
1002
Trivium Point Advisory
Connecticut
$2.58M +$248K +5,346 +10%
SC
1003
Sovarnum Capital
New York
$2.58M +$973K +21,000 +58%
AC
1004
Asio Capital
Kentucky
$2.58M +$656K +14,160 +33%
HTC
1005
Haverford Trust Company
Pennsylvania
$2.57M -$62.7K -1,353 -2%
GA
1006
GFS Advisors
Texas
$2.57M +$2.63M +56,859 New
CS
1007
Candriam SCA
Luxembourg
$2.57M – – –
SAM
1008
Shikiar Asset Management
New York
$2.56M -$4.14M -89,409 -61%
LS
1009
Leelyn Smith
Illinois
$2.56M +$138K +2,979 +6%
RGC
1010
Roberts, Glore & Co
Illinois
$2.56M -$28.5K -615 -1%
PCAP
1011
Pratt Collard Advisory Partners
New York
$2.55M +$20.7K +447 +0.8%
SFA
1012
Stewardship Financial Advisors
Georgia
$2.54M -$237K -5,124 -8%
SA
1013
SRH Advisors
Kansas
$2.54M +$278 +6 +0%
HBCM
1014
Heron Bay Capital Management
Michigan
$2.53M +$54.2K +1,170 +2%
CL
1015
CPWM LLC
Washington
$2.53M -$278 -6 -0%
SC
1016
Savant Capital
Illinois
$2.53M -$221K -4,776 -8%
DWA
1017
Douglass Winthrop Advisors
New York
$2.53M +$483K +10,434 +23%
SWA
1018
Stratos Wealth Advisors
Ohio
$2.53M +$442K +9,540 +21%
HTHT
1019
Hemenway Trust Hemenway Trust
New Hampshire
$2.52M +$51.4K +1,110 +2%
BWA
1020
BDO Wealth Advisors
Florida
$2.52M +$23.8K +513 +0.9%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$2.51M +$50.9K +1,098 +2%
CWM
1022
Cordatus Wealth Management
Pennsylvania
$2.5M -$1.95K -42 -0.1%
DFA
1023
Delta Financial Advisors
Louisiana
$2.5M +$25.2K +543 +1%
ZIG
1024
Zurich Insurance Group
Switzerland
$2.5M – – –
RA
1025
RFG Advisory
Alabama
$2.5M +$167K +3,600 +7%
39 40
41
42 43

WMT Hedge Fund Activity: Q1 2021 in Review

2,487 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2021, worth a combined $114B — down 7.9% from $124B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new WMT positions and 140 closed out — a net gain of 5 holders — while 1,241 added to existing stakes and 867 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $643M. The largest seller was Fidelity Investments, cutting an estimated $1.38B.

  • 2,487 institutional investors held Walmart Inc (WMT) as of Q1 2021, down from 2,512 in Q4 2020.
  • Funds reported $114B of Walmart Inc stock for Q1 2021, down 7.9% quarter-over-quarter.
  • 145 funds opened new Walmart Inc positions in Q1 2021 and 140 closed out, a net change of +5 holders.
  • The largest Walmart Inc buyer in Q1 2021 was Arrowstreet Capital, an estimated $643M added.
  • The largest Walmart Inc seller in Q1 2021 was Fidelity Investments, an estimated $1.38B sold.

Based on aggregated 13F filings for Q1 2021.