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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$643M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$329M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$284M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$256M |
| 5 |
JP Morgan Chase
New York
|
+$232M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.38B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$556M |
| 3 |
State Street
Boston,
Massachusetts
|
-$341M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$255M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$246M |
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.