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 %
NAS
1201
Nicolet Advisory Services
Wisconsin
$1.81M +$95.1K +2,100 +6%
FPCM
1202
Financial Partners Capital Management
New York
$1.81M +$114K +2,526 +7%
FAM
1203
Fred Alger Management
New York
$1.8M -$30.6K -675 -2%
LB
1204
Leo Brokerage
Texas
$1.8M +$45.5K +1,005 +3%
BTWM
1205
Baker Tilly Wealth Management
Wisconsin
$1.8M +$463K +10,215 +35%
GWMIA
1206
Global Wealth Management Investment Advisory
Florida
$1.8M +$385K +8,508 +27%
HCP
1207
Holt Capital Partners
Texas
$1.8M +$10.2K +225 +0.6%
QWM
1208
QP Wealth Management
New Jersey
$1.79M +$6.79K +150 +0.4%
WAM
1209
Weatherly Asset Management
California
$1.79M -$7.88K -174 -0.4%
GGI
1210
Godsey & Gibb Inc
Virginia
$1.79M -$30.7K -678 -2%
LFF
1211
Level Four Financial
Texas
$1.77M -$51K -1,125 -3%
PWM
1212
Peterson Wealth Management
Nevada
$1.77M +$513K +11,322 +41%
OCM
1213
Orser Capital Management
Texas
$1.77M -$81.5K -1,800 -4%
TCOT
1214
Trust Company of Toledo
Ohio
$1.77M +$64.9K +1,434 +4%
SACTSONJ
1215
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M – – –
NFG
1216
Nations Financial Group
Iowa
$1.76M +$239K +5,274 +16%
MCM
1217
MV Capital Management
Maryland
$1.76M +$291K +6,429 +20%
PP
1218
Pacifica Partners
Canada
$1.75M -$34.5K -747 -2%
VF
1219
Virtu Financial
New York
$1.73M +$1.73M +38,292 New
RE
1220
RBC Europe
United Kingdom
$1.73M -$30.6K -675 -2%
VA
1221
Valmark Advisers
Ohio
$1.73M +$209K +4,611 +14%
OAM
1222
Occidental Asset Management
California
$1.72M +$275K +6,072 +19%
VC
1223
Veracity Capital
Georgia
$1.72M -$948K -20,940 -36%
MCM
1224
Manchester Capital Management
Vermont
$1.72M +$183K +4,050 +12%
FHB
1225
First Hawaiian Bank
Hawaii
$1.71M -$195K -4,317 -10%
47 48
49
50 51