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Walmart Inc
WMT

2,498 hedge funds and large institutions have $122B invested in Walmart Inc in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,156 increasing their positions, 908 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 116

31% more call options, than puts

Call options by funds: $4.05B | Put options by funds: $3.09B

27% more repeat investments, than reductions

Existing positions increased: 1,156 | Existing positions reduced: 908

14% more funds holding in top 10

Funds holding in top 10: 73 → 83 (+10)

7% more capital invested

Capital invested by funds: $114B → $122B (+$7.77B)

3.15% more ownership

Funds ownership: 89.43% → 92.58% (+3.2%)

0% more funds holding

Funds holding: 2,487 → 2,498 (+11)

Holders
2,498
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
43.47%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.44%
New
163
Increased
1,156
Reduced
908
Closed
116
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$503M
2
Goldman Sachs
Goldman Sachs
New York
+$415M
3
BlackRock
BlackRock
New York
+$308M
4
Franklin Resources
Franklin Resources
California
+$292M
5
Citadel Advisors
Citadel Advisors
Florida
+$291M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$342M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$314M
3
CA
Cullinan Associates
Kentucky
-$149M
4
DZ Bank
DZ Bank
Germany
-$135M
5
EVM
Eaton Vance Management
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1051
Transcend Capital Advisors
New Jersey
$2.46M +$862K +18,507 +54%
BP
1052
Ballentine Partners
Massachusetts
$2.46M -$502K -10,767 -17%
NAMP
1053
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.46M +$177K +3,810 +8%
RP
1054
Riverbridge Partners
Minnesota
$2.45M -$71K -1,524 -3%
CGL
1055
Clarius Group LLC
Washington
$2.44M +$85.7K +1,839 +4%
TCM
1056
Telos Capital Management
California
$2.44M +$161K +3,465 +7%
HNW
1057
High Note Wealth
Minnesota
$2.44M +$8.94K +192 +0.4%
CS
1058
Candriam SCA
Luxembourg
$2.44M -$182K -3,918 -7%
MIM
1059
Miller Investment Management
Pennsylvania
$2.44M – – –
CCM
1060
Cullen Capital Management
New York
$2.44M +$77K +1,653 +3%
WCM
1061
Wunderlich Capital Managemnt
Tennessee
$2.43M +$29.8K +639 +1%
DAM
1062
Deltec Asset Management
New York
$2.43M -$1.26M -27,000 -34%
MMHP
1063
Murphy Middleton Hinkle & Parker
Georgia
$2.42M +$140 +3 +0%
HCM
1064
Harvey Capital Management
Florida
$2.42M -$349K -7,500 -13%
CG
1065
Cutler Group
California
$2.42M +$2.39M +51,381 New
CCA
1066
Checchi Capital Advisers
California
$2.41M -$67.4K -1,446 -3%
1SB
1067
1ST Source Bank
Indiana
$2.41M -$60.8K -1,305 -2%
WBC
1068
West Branch Capital
Massachusetts
$2.41M -$28.6K -615 -1%
CFSG
1069
Community Financial Services Group
Vermont
$2.4M -$59.2K -1,272 -2%
TC
1070
Telemus Capital
Michigan
$2.4M +$10.9K +234 +0.5%
PFT
1071
Providence First Trust
Arizona
$2.4M -$112K -2,412 -5%
EHWM
1072
Eads & Heald Wealth Management
Georgia
$2.4M -$15.5K -333 -0.6%
SMC
1073
Smith, Moore & Co
Missouri
$2.37M -$572K -12,285 -20%
HR
1074
Hayden Royal
North Carolina
$2.37M -$18K -387 -0.8%
IGGA
1075
Iron Gate Global Advisors
Utah
$2.36M +$19K +408 +0.8%
41 42
43
44 45

WMT Hedge Fund Activity: Q2 2021 in Review

2,498 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2021, worth a combined $122B — up 6.8% from $114B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new WMT positions and 116 closed out — a net gain of 47 holders — while 1,156 added to existing stakes and 908 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $503M. The largest seller was Susquehanna International Group, cutting an estimated $342M.

  • 2,498 institutional investors held Walmart Inc (WMT) as of Q2 2021, up from 2,487 in Q1 2021.
  • Funds reported $122B of Walmart Inc stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 163 funds opened new Walmart Inc positions in Q2 2021 and 116 closed out, a net change of +47 holders.
  • The largest Walmart Inc buyer in Q2 2021 was D.E. Shaw & Co, an estimated $503M added.
  • The largest Walmart Inc seller in Q2 2021 was Susquehanna International Group, an estimated $342M sold.

Based on aggregated 13F filings for Q2 2021.