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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 %
FCIM
201
Fairview Capital Investment Management
California
$44M -$757K -16,719 -2%
Two Sigma Advisers
202
Two Sigma Advisers
New York
$43.9M -$150M -3,315,600 -77%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7M -$3.44M -75,978 -7%
CCM
204
Compass Capital Management
Minnesota
$43.4M +$3.59M +79,326 +9%
SFS
205
Sowell Financial Services
Arkansas
$43M +$18.8M +399,981 +78%
MSL
206
Mackay Shields LLC
New York
$41.2M -$5.24M -115,689 -11%
Lazard Asset Management
207
Lazard Asset Management
New York
$40.4M -$29.1M -642,699 -42%
VanEck Associates
208
VanEck Associates
New York
$39.8M +$8.15M +180,042 +26%
SC
209
Scotia Capital
Ontario, Canada
$39.4M +$7.97M +175,929 +25%
SG Americas Securities
210
SG Americas Securities
New York
$39.4M +$25.4M +560,271 +181%
UCFA
211
United Capital Financial Advisors
Texas
$38.6M -$33.6M -741,762 -47%
WBC
212
Westpac Banking Corp
Australia
$38.3M +$68.7K +1,518 +0.2%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$38.2M -$4.35M -95,997 -10%
BHC
214
Bowen Hanes & Co
Florida
$38M +$679 +15 +0%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$36.9M -$386K -8,517 -1%
BCM
216
Becker Capital Management
Oregon
$36.8M -$1.72M -37,980 -4%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$36.5M +$6M +132,555 +20%
TAM
218
Tocqueville Asset Management
New York
$36.5M -$835K -18,435 -2%
URS
219
Utah Retirement Systems
Utah
$36.4M -$1.59M -35,100 -4%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$36.3M +$940K +20,766 +3%
PI
221
PineBridge Investments
New York
$36M +$6.82M +150,597 +23%
SRIM
222
Saratoga Research & Investment Management
California
$35.7M -$1.83M -40,425 -5%
WorldQuant Millennium Advisors
223
WorldQuant Millennium Advisors
New York
$35.4M – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$35.3M – – –
Macquarie Group
225
Macquarie Group
Australia
$35M +$483K +10,659 +1%
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