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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 %
RC
601
Roundview Capital
New Jersey
$6.65M +$238K +5,055 +4%
CTA
602
Colonial Trust Advisors
South Carolina
$6.64M +$80.1K +1,704 +1%
CAM
603
Carret Asset Management
New York
$6.63M -$17.5K -372 -0.3%
FPFS
604
First Personal Financial Services
North Carolina
$6.62M +$128K +2,718 +2%
SWP
605
Stratos Wealth Partners
Ohio
$6.61M -$258K -5,484 -4%
PWW
606
Pettyjohn Wood & White
Virginia
$6.61M +$207K +4,395 +3%
GWM
607
Geneos Wealth Management
Colorado
$6.58M -$1.99M -42,639 -23%
PTC
608
Petrus Trust Company
Texas
$6.55M – – –
CCMINC
609
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.51M +$45.7K +972 +0.7%
BRM
610
Boston Research & Management
Massachusetts
$6.51M -$15.5K -330 -0.2%
GIA
611
Granite Investment Advisors
New Hampshire
$6.5M -$3.62M -76,929 -36%
HC
612
Hourglass Capital
Texas
$6.5M -$21.2K -450 -0.3%
PAI
613
Pittenger & Anderson Inc
Nebraska
$6.5M +$352K +7,485 +6%
Simplex Trading
614
Simplex Trading
Illinois
$6.48M -$4.28M -91,152 -40%
BCI
615
Brinker Capital Investments
Pennsylvania
$6.46M +$776K +16,506 +14%
NEAM
616
New England Asset Management
Connecticut
$6.43M +$197K +4,200 +3%
MM
617
Meridian Management
Arkansas
$6.42M -$777K -16,536 -11%
CC
618
Constitution Capital
Connecticut
$6.38M -$776K -16,518 -11%
ABC
619
Associated Banc-Corp
Wisconsin
$6.37M -$208K -4,416 -3%
CAMG
620
CWA Asset Management Group
Florida
$6.3M -$7.08M -152,355 -53%
SGAM
621
Smith Group Asset Management
Texas
$6.28M -$15.1M -321,654 -71%
WTC
622
WhitTier Trust Company
Nevada
$6.28M +$68.1K +1,449 +1%
HKIM
623
Hayek Kallen Investment Management
Alabama
$6.25M -$2.96K -63 -0%
VRM
624
Vectors Research Management
New York
$6.24M +$282 +6 +0%
TFA
625
Toth Financial Advisory
Virginia
$6.24M +$14.5K +309 +0.2%
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