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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 %
HBWM
1126
Hollow Brook Wealth Management
New York
$2.17M +$18.6K +396 +0.9%
WAAG
1127
Wealth Alliance Advisory Group
Kansas
$2.17M +$43.9K +933 +2%
QSS
1128
Quantitative Systematic Strategies
Florida
$2.16M +$2.16M +46,041 New
AF
1129
Advisornet Financial
Minnesota
$2.16M -$123K -2,616 -5%
VWM
1130
Vigilare Wealth Management
Arizona
$2.16M +$512K +10,899 +31%
OIA
1131
Optimum Investment Advisors
Illinois
$2.15M -$189K -4,023 -8%
PWA
1132
Providence Wealth Advisors
Illinois
$2.13M +$6.72K +144 +0.3%
CG
1133
Caprock Group
Idaho
$2.13M +$55.9K +1,188 +3%
JIP
1134
Jaffetilchin Investment Partners
Florida
$2.13M +$822K +17,283 +63%
HCM
1135
Hengehold Capital Management
Ohio
$2.13M +$140K +2,970 +7%
RHDIC
1136
R.H. Dinel Investment Counsel
California
$2.12M – – –
CIC
1137
Canal Insurance Company
South Carolina
$2.12M – – –
PCC
1138
Park Circle Company
Maryland
$2.12M – – –
NAM
1139
NTV Asset Management
West Virginia
$2.11M -$141K -3,000 -6%
JFA
1140
Johanson Financial Advisors
California
$2.11M +$37.1K +786 +2%
CIA
1141
Choate Investment Advisors
Massachusetts
$2.11M -$54.6K -1,161 -3%
DPIM
1142
Duff & Phelps Investment Management
Illinois
$2.1M -$192K -4,095 -8%
SG
1143
StoneX Group
New York
$2.1M -$26.5K -564 -1%
S
1144
SimplyRich
California
$2.09M +$17.3K +369 +0.8%
FLPIM
1145
F.L. Putnam Investment Management
Massachusetts
$2.09M -$1.47M -31,227 -41%
CFA
1146
Carroll Financial Associates
North Carolina
$2.09M -$20.6K -438 -1%
KWM
1147
Keebeck Wealth Management
Illinois
$2.09M +$84.1K +1,788 +4%
TI
1148
Trexquant Investment
Connecticut
$2.08M +$2.08M +44,265 New
CM
1149
Capula Management
Cayman Islands
$2.07M -$6.42M -136,497 -76%
HT
1150
HighTower Trust
Texas
$2.07M -$3.28M -69,786 -61%
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46
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