WMT icon

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 %
HC
626
HNP Capital
New York
$6.24M +$23.7K +504 +0.4%
IC
627
Inverness Counsel
New York
$6.23M -$3.37M -71,769 -35%
BGIM
628
Brandywine Global Investment Management
Pennsylvania
$6.21M -$633K -13,470 -9%
CB
629
Community Bank
New York
$6.2M +$365K +7,758 +6%
MCM
630
Mattern Capital Management
Colorado
$6.2M +$470K +9,996 +8%
MCA
631
Mercer Capital Advisers
New Jersey
$6.17M -$15.2K -324 -0.2%
SCM
632
Sitrin Capital Management
California
$6.16M -$225K -4,791 -4%
EGA
633
Eagle Global Advisors
Texas
$6.16M +$19.7K +420 +0.3%
B
634
Bellecapital
Switzerland
$6.15M -$434K -9,228 -7%
CI
635
Cigna Investments
Connecticut
$6.15M -$911K -19,389 -13%
AFM
636
Andesa Financial Management
Pennsylvania
$6.15M -$82.8K -1,761 -1%
SFA
637
Sequoia Financial Advisors
Ohio
$6.13M +$448K +9,528 +8%
LFAS
638
Level Four Advisory Services
Texas
$6.12M -$747K -15,897 -11%
NB
639
Northwest Bancshares
Pennsylvania
$6.09M +$63.2K +1,344 +1%
GL
640
Graypoint LLC
New York
$6.03M -$92.9K -1,977 -2%
CC
641
Carlson Capital
Texas
$6.02M +$6.02M +128,100 New
WCM
642
Weik Capital Management
Pennsylvania
$6.02M +$45.8K +975 +0.8%
JCM
643
Jacobi Capital Management
Pennsylvania
$5.96M -$49.2K -1,047 -0.8%
CIA
644
Covington Investment Advisors
Pennsylvania
$5.94M +$126K +2,673 +2%
OHIS
645
Oak Harvest Investment Services
Texas
$5.93M +$456K +9,705 +8%
WCM
646
Wedge Capital Management
North Carolina
$5.92M -$251K -5,349 -4%
OIM
647
Opus Investment Management
Massachusetts
$5.92M – – –
FFA
648
Fragasso Financial Advisors
Pennsylvania
$5.92M +$512K +10,890 +9%
AIA
649
Allied Investment Advisors
Montana
$5.9M +$183K +3,885 +3%
RBA
650
Richard Bernstein Advisors
New York
$5.89M – – –
24 25
26
27 28