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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 %
CCM
576
Crossvault Capital Management
Texas
$7.21M +$267K +5,619 +4%
BHB
577
Bank Hapoalim BM
Israel
$7.19M -$547K -11,643 -7%
WSTAM
578
Wilbanks Smith & Thomas Asset Management
Virginia
$7.15M +$432K +9,195 +6%
IIM
579
Intact Investment Management
Quebec, Canada
$7.15M +$2.17M +46,200 +44%
TW
580
Transform Wealth
Colorado
$7.14M +$3.78M +80,382 +113%
MHIC
581
Marble Harbor Investment Counsel
Massachusetts
$7.11M -$416K -8,850 -6%
EWM
582
Evercore Wealth Management
New York
$7.1M +$61.6K +1,311 +0.9%
DWM
583
Dakota Wealth Management
Florida
$7.08M +$284K +6,048 +4%
LIM
584
Leavell Investment Management
Alabama
$7.05M – – –
MCM
585
Moore Capital Management
New York
$7.05M +$7.05M +150,000 New
APA
586
American Portfolios Advisors
New York
$7.04M +$1.23M +26,151 +21%
WAM
587
World Asset Management
Michigan
$7.03M -$110K -2,337 -2%
CAM
588
Cresset Asset Management
Illinois
$6.96M +$682K +14,514 +11%
HT
589
Heritage Trust
Oklahoma
$6.95M -$6.49K -138 -0.1%
SCM
590
Stevens Capital Management
Pennsylvania
$6.95M +$6.95M +147,870 New
TPCW
591
TD Private Client Wealth
New York
$6.95M +$541K +11,511 +8%
EWM
592
Executive Wealth Management
Michigan
$6.92M +$488K +10,377 +8%
GG
593
Gofen & Glossberg
Illinois
$6.89M +$201K +4,281 +3%
GGS
594
Galvin Gaustad & Stein
Arizona
$6.82M -$91.2K -1,941 -1%
HL
595
HeadInvest LLC
Maine
$6.79M +$33K +702 +0.5%
BFS
596
Bradley Foster & Sargent
Connecticut
$6.78M +$1.14M +24,306 +20%
BOC
597
Barbara Oil Co
Illinois
$6.77M – – –
MWM
598
Marietta Wealth Management
Georgia
$6.75M +$271K +5,763 +4%
CCM
599
Covington Capital Management
California
$6.73M +$185K +3,936 +3%
KPWS
600
Kestra Private Wealth Services
Texas
$6.69M -$310K -6,588 -4%
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