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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 %
LS
651
Livforsakringsbolaget Skandia
Sweden
$5.89M +$564K +12,000 +11%
WF
652
WoodTrust Financial
Wisconsin
$5.88M +$339K +7,221 +6%
HAG
653
HighPoint Advisor Group
Illinois
$5.88M +$444K +9,450 +8%
FIB
654
First Interstate Bank
Montana
$5.87M +$5.87M +124,836 New
PCIA
655
Prime Capital Investment Advisors
Kansas
$5.84M +$2.87M +61,002 +97%
TCM
656
Twin Capital Management
Pennsylvania
$5.82M -$506K -10,764 -8%
BDF
657
Balasa Dinverno & Foltz
$5.81M -$119K -2,535 -2%
GAM
658
Griffin Asset Management
New York
$5.79M -$55K -1,170 -0.9%
S
659
SignatureFD
Georgia
$5.77M +$150K +3,198 +3%
HB
660
Homrich & Berg
Georgia
$5.77M +$646K +13,740 +13%
WC
661
Woodstock Corp
Massachusetts
$5.77M +$88.7K +1,887 +2%
AWP
662
Ascent Wealth Partners
New York
$5.75M -$35.5K -756 -0.6%
EIM
663
Essex Investment Management
Massachusetts
$5.73M -$1.29M -27,537 -18%
HCM
664
Hodges Capital Management
Texas
$5.73M -$291K -6,195 -5%
AM
665
Atwater Malick
Pennsylvania
$5.73M +$274K +5,829 +5%
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.72M +$28.5K +606 +0.5%
FM
667
Family Management
New York
$5.72M +$334K +7,104 +6%
Wealth Enhancement Advisory Services
668
Wealth Enhancement Advisory Services
Minnesota
$5.72M +$2.42M +51,240 +73%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$5.72M -$775K -16,476 -12%
IRF
670
IBM Retirement Fund
New York
$5.7M -$998K -21,231 -15%
CK
671
Cohen Klingenstein
New York
$5.68M – – –
MIAN
672
Mariner Independent Advisor Network
Kansas
$5.68M +$859K +18,276 +18%
V
673
Veritable
Delaware
$5.66M +$61.6K +1,311 +1%
NSEDCP
674
NJ State Employees Deferred Compensation Plan
New Jersey
$5.64M – – –
NM
675
NWI Management
New York
$5.64M – – –
25 26
27
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