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Walmart
WMT

Overview Fund Activity

2,489 hedge funds and large institutions have $122B invested in Walmart in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,154 increasing their positions, 903 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,489
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.45%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.45%
New
163
Increased
1,154
Reduced
903
Closed
115
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$508M
2
Goldman Sachs
Goldman Sachs
New York
+$418M
3
BlackRock
BlackRock
New York
+$311M
4
Franklin Resources
Franklin Resources
California
+$294M
5
Citadel Advisors
Citadel Advisors
Florida
+$294M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$346M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$317M
3
CA
Cullinan Associates
Kentucky
-$151M
4
DZ Bank
DZ Bank
Germany
-$136M
5
EVM
Eaton Vance Management
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
Montag & Associates
Georgia
$12.1M -$54.6K -1,161 -0.4%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$12.1M -$42.3K -900 -0.3%
KRC
428
Kehrs Ridge Capital
New Jersey
$12M +$12M +255,000 New
H
429
Hexavest
Quebec, Canada
$12M -$1.96M -41,655 -14%
MC
430
Moors & Cabot
Massachusetts
$11.9M +$92.1K +1,959 +0.8%
PG
431
Pendal Group
Australia
$11.9M +$2.86M +60,897 +32%
Vontobel Holding
432
Vontobel Holding
Switzerland
$11.9M -$8.32M -181,725 -41%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$11.9M +$1.26M +26,910 +12%
TBA
434
Tower Bridge Advisors
Pennsylvania
$11.8M -$685K -14,568 -5%
PL
435
Parthenon LLC
Kentucky
$11.7M +$115K +2,445 +1%
AAS
436
Avantax Advisory Services
Texas
$11.7M +$750K +15,954 +7%
CIC
437
Carnegie Investment Counsel
Ohio
$11.6M +$520K +11,067 +5%
HA
438
Hamel Associates
New Jersey
$11.6M -$204K -4,335 -2%
BBVA
439
Banco Bilbao Vizcaya Argentaria
Spain
$11.6M +$2.31M +49,071 +25%
JMFC
440
J.M. Forbes & Co
Massachusetts
$11.5M +$37.1K +789 +0.3%
LDB
441
Lee, Danner & Bass
Tennessee
$11.5M +$10K +213 +0.1%
LP
442
LMR Partners
United Kingdom
$11.5M +$11.5M +244,629 New
FM
443
Freemont Management
Switzerland
$11.5M – – –
BFA
444
Bragg Financial Advisors
North Carolina
$11.4M +$76.1K +1,620 +0.7%
BRWA
445
B. Riley Wealth Advisors
Florida
$11.4M +$934K +19,956 +9%
JRCM
446
Jones Road Capital Management
New York
$11.3M +$4.94M +105,075 +78%
RGI
447
River Global Investors
United Kingdom
$11.3M +$6.8M +144,552 +151%
KRS
448
Kentucky Retirement Systems
Kentucky
$11.3M -$801K -17,049 -7%
LMIM
449
Lockheed Martin Investment Management
Maryland
$11.3M -$3.15M -66,990 -22%
OAM
450
Optimal Asset Management
California
$11.3M +$1.13K +24 +0%
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