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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 %
AFWM
1026
AMJ Financial Wealth Management
Virginia
$2.55M +$34.5K +735 +1%
EGM
1027
Engineers Gate Manager
New York
$2.55M -$6.5M -138,219 -72%
JC
1028
Jacobs & Co
California
$2.55M +$547K +11,634 +27%
MWM
1029
Mattern Wealth Management
Kansas
$2.55M -$10.2K -216 -0.4%
TC
1030
TwinBeech Capital
New York
$2.53M -$6.11M -129,927 -71%
GVAG
1031
Great Valley Advisor Group
Delaware
$2.52M +$41.3K +900 +2%
ACS
1032
Archford Capital Strategies
Illinois
$2.52M -$132K -2,805 -5%
CAAS
1033
Capital Asset Advisory Services
Michigan
$2.51M -$55.8K -1,188 -2%
SIG
1034
Sargent Investment Group
Maryland
$2.5M -$6.35K -135 -0.3%
AWM
1035
Aries Wealth Management
Maine
$2.5M +$28.8K +612 +1%
HW
1036
Hedeker Wealth
Illinois
$2.5M -$1.12M -23,823 -31%
DBIA
1037
Dumont & Blake Investment Advisors
New Jersey
$2.5M +$21.4K +456 +0.9%
EH
1038
Equitable Holdings
New York
$2.49M +$11.8K +252 +0.5%
VAS
1039
Vestmark Advisory Solutions
Massachusetts
$2.48M +$214K +4,551 +9%
ABP
1040
Arthur B. Page
$2.48M +$2.82K +60 +0.1%
CPC
1041
Congress Park Capital
New York
$2.48M +$201K +4,281 +9%
CP
1042
Cumberland Partners
Ontario, Canada
$2.48M +$564 +12 +0%
SFO
1043
Stokes Family Office
Louisiana
$2.48M -$60.5K -1,287 -2%
AssetMark Inc
1044
AssetMark Inc
California
$2.48M +$31.7K +675 +1%
BWM
1045
BNC Wealth Management
Oregon
$2.48M -$55K -1,170 -2%
TCA
1046
Transcend Capital Advisors
New Jersey
$2.47M +$868K +18,507 +54%
BP
1047
Ballentine Partners
Massachusetts
$2.46M -$506K -10,767 -17%
NAMP
1048
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.46M +$179K +3,810 +8%
RP
1049
Riverbridge Partners
Minnesota
$2.45M -$71.6K -1,524 -3%
CGL
1050
Clarius Group LLC
Washington
$2.44M +$86.5K +1,839 +4%
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