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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 %
CAS
926
Cascadia Advisory Services
Oregon
$3.17M +$251K +5,349 +9%
MJRIC
927
Mogy Joel R Investment Counsel
California
$3.15M – – –
CCT
928
Chemung Canal Trust
New York
$3.14M -$237K -5,052 -7%
HSA
929
HBK Sorce Advisory
Pennsylvania
$3.14M +$365K +7,761 +13%
KCPG
930
Kavar Capital Partners Group
Kansas
$3.13M +$148K +3,150 +5%
NIC
931
Northwest Investment Counselors
Oregon
$3.13M -$46.4K -987 -1%
TVWM
932
Tower View Wealth Management
Wisconsin
$3.13M +$63.5K +1,350 +2%
PCM
933
Parsons Capital Management
Rhode Island
$3.12M -$62.2K -1,323 -2%
FLI
934
Family Legacy Inc
South Carolina
$3.11M +$67.5K +1,434 +2%
PAM
935
Palisade Asset Management
Minnesota
$3.11M +$5.22K +111 +0.2%
JAM
936
JCIC Asset Management
Ontario, Canada
$3.1M +$46.3K +795 +2%
ACM
937
AlphaCrest Capital Management
New York
$3.08M +$3.08M +65,478 New
BCM
938
Bayesian Capital Management
New York
$3.07M +$3.07M +65,400 New
RIA
939
Regal Investment Advisors
Michigan
$3.06M +$3.06M +65,073 New
RDWM
940
Red Door Wealth Management
Tennessee
$3.06M +$338K +7,188 +12%
AF
941
Alerus Financial
North Dakota
$3.05M -$1.61M -34,329 -35%
ACG
942
Allen Capital Group
Nebraska
$3.03M +$352K +7,482 +13%
IA
943
IFP Advisors
Florida
$3.02M +$129K +2,745 +4%
TLP
944
Trinity Legacy Partners
Texas
$3.02M -$2.03M -43,278 -40%
BFA
945
Benedict Financial Advisors
Georgia
$3.01M -$3.39K -72 -0.1%
LTI
946
Laffer Tengler Investments
Tennessee
$2.99M -$296K -6,300 -9%
HAI
947
Hennessy Advisors Inc
California
$2.99M +$56.4K +1,200 +2%
SLI
948
Sumitomo Life Insurance
Japan
$2.99M -$458K -9,744 -13%
FPCG
949
Fort Pitt Capital Group
Pennsylvania
$2.99M +$246K +5,235 +9%
TPA
950
Trivium Point Advisory
Connecticut
$2.97M +$292K +6,207 +11%
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