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 %
KFP
1276
KMG Fiduciary Partners
Ohio
$1.53M +$32.2K +711 +2%
WA
1277
WBH Advisory
Maryland
$1.53M -$28.9K -639 -2%
Kayne Anderson Rudnick Investment Management
1278
Kayne Anderson Rudnick Investment Management
California
$1.53M +$27.2K +600 +2%
FL
1279
Fort LP
Maryland
$1.52M +$93.7K +2,070 +7%
HH
1280
Hilltop Holdings
Texas
$1.52M -$459K -10,137 -23%
BPM
1281
Bowling Portfolio Management
Ohio
$1.52M -$989K -21,855 -39%
DHFB
1282
Dixon Hubard Feinour & Brown
Virginia
$1.52M +$860K +18,759 +130%
WFMPM
1283
Woodley Farra Manion Portfolio Management
Indiana
$1.52M +$343K +7,581 +29%
PNC
1284
Park National Corp
Ohio
$1.51M -$579K -12,792 -28%
DLA
1285
Douglas Lane & Associates
New York
$1.51M -$211K -4,668 -12%
MSFP
1286
Mark Sheptoff Financial Planning
Connecticut
$1.51M -$108K -2,394 -7%
BCM
1287
Bluefin Capital Management
New York
$1.5M -$3.88M -85,728 -72%
NFG
1288
Next Financial Group
Texas
$1.5M -$943K -20,841 -39%
FCFC
1289
First Commonwealth Financial Corp
Pennsylvania
$1.5M +$88.9K +1,962 +6%
HA
1290
Harbor Advisors
Florida
$1.49M – – –
9WM
1291
9258 Wealth Management
Ohio
$1.49M -$13K -288 -0.9%
SJIM
1292
St. Johns Investment Management
Florida
$1.49M +$116K +2,559 +8%
FNBTCON
1293
First National Bank & Trust Co of Newtown
Pennsylvania
$1.49M -$13.4K -297 -0.9%
ACM
1294
Argent Capital Management
Missouri
$1.48M – – –
LOIM
1295
Liberty One Investment Management
Illinois
$1.48M +$54.1K +1,194 +4%
WWM
1296
Western Wealth Management
Colorado
$1.48M +$176K +3,897 +14%
SC
1297
SRB Corp
Massachusetts
$1.47M +$760K +16,800 +107%
IHL
1298
Investment House LLC
California
$1.47M -$20.6K -456 -1%
AWA
1299
AmeriServ Wealth Advisors
Pennsylvania
$1.47M +$81.9K +1,809 +6%
LC
1300
Lavaca Capital
Texas
$1.46M +$458K +10,113 +46%
50 51
52
53 54