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Walmart Inc
WMT

2,498 hedge funds and large institutions have $122B invested in Walmart Inc in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,156 increasing their positions, 908 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 116

31% more call options, than puts

Call options by funds: $4.05B | Put options by funds: $3.09B

27% more repeat investments, than reductions

Existing positions increased: 1,156 | Existing positions reduced: 908

14% more funds holding in top 10

Funds holding in top 10: 73 → 83 (+10)

7% more capital invested

Capital invested by funds: $114B → $122B (+$7.77B)

3.15% more ownership

Funds ownership: 89.43% → 92.58% (+3.2%)

0% more funds holding

Funds holding: 2,487 → 2,498 (+11)

Holders
2,498
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
43.47%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.44%
New
163
Increased
1,156
Reduced
908
Closed
116
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$503M
2
Goldman Sachs
Goldman Sachs
New York
+$415M
3
BlackRock
BlackRock
New York
+$308M
4
Franklin Resources
Franklin Resources
California
+$292M
5
Citadel Advisors
Citadel Advisors
Florida
+$291M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$342M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$314M
3
CA
Cullinan Associates
Kentucky
-$149M
4
DZ Bank
DZ Bank
Germany
-$135M
5
EVM
Eaton Vance Management
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
2601
Grant Street Asset Management
Pennsylvania
– -$73K -1,623 Closed
MF
2602
Manchester Financial
California
– -$49K -1,086 Closed
NR
2603
Newfound Research
Massachusetts
– -$49K -1,077 Closed
SWP
2604
ShoreHaven Wealth Partners
New Jersey
– -$46K -1,026 Closed
AA
2605
AlphaCentric Advisors
Puerto Rico
– -$46K -1,008 Closed
HFM
2606
Harvest Fund Management
China
– -$41K -921 Closed
BSG
2607
Black Swift Group
Colorado
– -$34K -753 Closed
WCM
2608
Wealthcare Capital Management
Virginia
– -$23K -513 Closed
FP
2609
Fiduciary Planning
Florida
– -$15K -324 Closed
ADIM
2610
Alpha DNA Investment Management
Maryland
– -$14K -315 Closed
APWM
2611
Atlas Private Wealth Management
New York
– -$14K -300 Closed
SSWG
2612
Seven Springs Wealth Group
Tennessee
– -$14K -300 Closed
BAM
2613
Bellevue Asset Management
Washington
– -$8K -183 Closed
BAMG
2614
Brand Asset Management Group
Missouri
– -$7K -150 Closed
LGWM
2615
Litman Gregory Wealth Management
California
– -$4K -90 Closed
HI
2616
Human Investing
Oregon
– -$1K -15 Closed
101 102 103 104
105

WMT Hedge Fund Activity: Q2 2021 in Review

2,498 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2021, worth a combined $122B — up 6.8% from $114B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new WMT positions and 116 closed out — a net gain of 47 holders — while 1,156 added to existing stakes and 908 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $503M. The largest seller was Susquehanna International Group, cutting an estimated $342M.

  • 2,498 institutional investors held Walmart Inc (WMT) as of Q2 2021, up from 2,487 in Q1 2021.
  • Funds reported $122B of Walmart Inc stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 163 funds opened new Walmart Inc positions in Q2 2021 and 116 closed out, a net change of +47 holders.
  • The largest Walmart Inc buyer in Q2 2021 was D.E. Shaw & Co, an estimated $503M added.
  • The largest Walmart Inc seller in Q2 2021 was Susquehanna International Group, an estimated $342M sold.

Based on aggregated 13F filings for Q2 2021.