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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 %
BBNA
1726
Bremer Bank National Association
Minnesota
$632K -$63.3K -1,398 -9%
22CM
1727
20/20 Capital Management
California
$631K -$14.4K -318 -2%
CC
1728
Callan Capital
California
$631K – – –
FRM
1729
Fox Run Management
Connecticut
$630K +$152K +3,354 +32%
CC
1730
Colrain Capital
Massachusetts
$630K +$315K +6,750 +100%
ACP
1731
Arcus Capital Partners
Georgia
$627K -$10.6K -234 -2%
SMH
1732
Sanders Morris Harris
Texas
$626K +$27.2K +600 +5%
PPSG
1733
Princeton Portfolio Strategies Group
New Jersey
$625K – – –
TCM
1734
Tributary Capital Management
Nebraska
$623K -$14.9K -330 -2%
SCI
1735
Stableford Capital II
Arizona
$623K +$9.92K +219 +2%
VC
1736
Vicus Capital
Pennsylvania
$622K +$8.97K +198 +1%
ECM
1737
Evergreen Capital Management
Washington
$618K +$83.4K +1,842 +16%
B
1738
Barings
North Carolina
$616K -$38.4K -849 -6%
LSPW
1739
Lake Street Private Wealth
Illinois
$613K -$42.2K -933 -6%
DCM
1740
Donaldson Capital Management
Indiana
$612K -$21.9K -483 -3%
GRQ
1741
Gardner Russo & Quinn
Pennsylvania
$609K – – –
TAM
1742
Trillium Asset Management
Massachusetts
$607K -$21.1K -465 -3%
GG
1743
Gleason Group
Kentucky
$607K +$55K +1,215 +10%
HCMG
1744
Howard Capital Management Group
California
$606K +$606K +13,386 New
VV
1745
Verity & Verity
South Carolina
$602K -$1.25M -27,630 -67%
BFG
1746
Barber Financial Group
Kansas
$602K -$256K -5,661 -30%
BTW
1747
Boston Trust Walden
Massachusetts
$602K +$73.9K +1,632 +14%
CWA
1748
Canvas Wealth Advisors
Kansas
$602K +$602K +12,912 New
SSCA
1749
South Shore Capital Advisors
Massachusetts
$601K -$177K -3,912 -23%
AFS
1750
Axiom Financial Strategies
Indiana
$601K +$7.87K +174 +1%
68 69
70
71 72