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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 %
DAS
1101
Dynamic Advisor Solutions
Arizona
$2.23M +$266K +5,655 +14%
SNBOSD
1102
Security National Bank of So Dak
Iowa
$2.23M +$187K +3,987 +9%
QFA
1103
Quattro Financial Advisors
Texas
$2.23M +$370K +7,869 +20%
GIM
1104
Guardian Investment Management
California
$2.23M +$458K +9,750 +26%
LWAC
1105
Laurel Wealth Advisors (California)
California
$2.22M +$158K +3,366 +8%
BO
1106
BRR OpCo
Ohio
$2.21M -$14K -297 -0.6%
SXL
1107
Summit X LLC
Missouri
$2.21M +$22.2K +474 +1%
SC
1108
Sepio Capital
Utah
$2.2M -$50.9K -1,083 -2%
MCM
1109
Maryland Capital Management
Maryland
$2.2M +$120K +2,559 +6%
PRS
1110
Pinkerton Retirement Specialists
Idaho
$2.2M +$97.1K +2,067 +5%
HCM
1111
Huber Capital Management
California
$2.19M -$1.09M -23,100 -33%
BOS
1112
Bank of Stockton
California
$2.19M -$34.8K -741 -2%
SP
1113
Successful Portfolios
Florida
$2.19M +$41.9K +891 +2%
SC
1114
Sovarnum Capital
New York
$2.19M -$494K -10,500 -18%
SAI
1115
Systematic Alpha Investments
New Jersey
$2.19M – – –
IA
1116
IFG Advisory
Georgia
$2.19M -$349K -7,425 -14%
WWM
1117
Wolff Wiese Magana
California
$2.19M +$8.75K +186 +0.4%
CC
1118
Cipher Capital
New York
$2.18M +$145K +3,084 +7%
FHA
1119
Flagship Harbor Advisors
Massachusetts
$2.18M +$79.1K +1,683 +4%
NGA
1120
Naples Global Advisors
Florida
$2.18M +$101K +2,154 +5%
OGC
1121
Oak Grove Capital
New Hampshire
$2.18M -$5.89M -125,253 -73%
MMPW
1122
Mitchell McLeod Pugh & Williams
Alabama
$2.18M +$111K +2,370 +5%
SWM
1123
Sculati Wealth Management
Michigan
$2.17M +$27.6K +588 +1%
O
1124
Ossiam
France
$2.17M -$2.13M -44,730 -49%
KIC
1125
Kensington Investment Counsel
California
$2.17M +$79.8K +1,698 +4%
43 44
45
46 47