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 %
OAM
2226
Oberweis Asset Management
Illinois
$239K +$136 +3 +0.1%
NCM
2227
Noesis Capital Mangement
Florida
$239K +$239K +5,274 New
HIM
2228
Harbour Investment Management
Washington
$239K +$239K +5,277 New
PFC
2229
Phocas Financial Corp
California
$239K +$239K +5,280 New
RBCM
2230
Raub Brock Capital Management
California
$238K – – –
SFG
2231
Sovereign Financial Group
Connecticut
$238K +$24.1K +534 +11%
IMOV
2232
Investment Management of Virginia
Virginia
$237K – – –
LIA
2233
LBMC Investment Advisors
Tennessee
$237K +$21.8K +483 +10%
AC
2234
Applied Capital
Arkansas
$236K +$236K +5,211 New
BONST
2235
Bank of Nova Scotia Trust
Ontario, Canada
$236K +$236K +5,220 New
RW
2236
Rede Wealth
Virginia
$235K – – –
SFC
2237
SYM Financial Corp
Indiana
$235K +$1.36K +30 +0.6%
SWRP
2238
Summit Wealth & Retirement Planning
California
$234K -$4.47K -99 -2%
CWA
2239
Capital Wealth Alliance
Arizona
$234K +$3.25K +72 +1%
FC
2240
Fusion Capital
South Carolina
$234K +$13.5K +297 +6%
BCA
2241
Biltmore Capital Advisors
New Jersey
$234K +$234K +5,175 New
GWS
2242
Glassman Wealth Services
Virginia
$233K +$6.26K +138 +3%
CAM
2243
Crestone Asset Management
Colorado
$233K +$31K +684 +15%
WI
2244
WrapManager Inc
California
$232K -$39K -861 -14%
AOWM
2245
Alpha Omega Wealth Management
Virginia
$232K – – –
YMRC
2246
Yorktown Management & Research Company
Virginia
$231K – – –
ACM
2247
Armbruster Capital Management
New York
$231K – – –
FSG
2248
Financial Strategies Group
Michigan
$231K – – –
RIG
2249
Renaissance Investment Group
Massachusetts
$229K – – –
ACA
2250
Affinity Capital Advisors
California
$228K +$136 +3 +0.1%
88 89
90
91 92