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 %
GLLW
2251
Graves Light Lenhart Wealth
Virginia
$227K +$3.26K +72 +1%
AP
2252
Adero Partners
California
$227K +$227K +5,025 New
MCP
2253
Mirador Capital Partners
California
$224K -$2.42M -53,466 -92%
CPSC
2254
Carl P. Sherr & Co
Massachusetts
$224K – – –
MA
2255
Mezzasalma Advisors
New Jersey
$224K – – –
D
2256
Diversified
Delaware
$224K +$678 +15 +0.3%
PP
2257
Pegasus Partners
Wisconsin
$224K +$27.3K +603 +14%
FIM
2258
Fernwood Investment Management
Massachusetts
$224K +$224K +4,950 New
MAM
2259
Madison Asset Management
Wisconsin
$223K -$31.2K -690 -12%
DSN
2260
D. Scott Neal
Kentucky
$223K – – –
FWM
2261
ForthRight Wealth Management
Georgia
$222K – – –
HC
2262
Hatton Consulting
Arizona
$221K +$221K +4,887 New
MKC
2263
M. Kraus & Co
Vermont
$220K +$8.82K +195 +4%
Aristotle Capital Management
2264
Aristotle Capital Management
California
$219K – – –
AWM
2265
Aevitas Wealth Management
Massachusetts
$219K +$815 +18 +0.4%
FA
2266
Financial Advisors
Massachusetts
$219K +$13.9K +306 +7%
MIP
2267
Mondrian Investment Partners
United Kingdom
$218K – – –
BPC
2268
Banque Pictet & Cie
Switzerland
$217K – – –
PAM
2269
Premier Asset Management
Illinois
$217K +$217K +4,800 New
SIA
2270
Soltis Investment Advisors
Utah
$216K -$678 -15 -0.3%
SIM
2271
Sadoff Investment Management
Wisconsin
$215K +$215K +4,740 New
EWM
2272
EPG Wealth Management
Georgia
$214K +$543 +12 +0.3%
MCCP
2273
Mission Creek Capital Partners
California
$214K +$19.7K +435 +10%
IP
2274
Innovative Portfolios
Indiana
$214K +$214K +4,716 New
IIM
2275
InTrack Investment Management
Vermont
$213K +$213K +4,710 New
89 90
91
92 93