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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 %
KF
1226
Krilogy Financial
Missouri
$1.78M -$99.7K -2,121 -5%
MIM
1227
MTM Investment Management
South Carolina
$1.78M -$111K -2,367 -6%
FMW
1228
Farr Miller & Washington
District of Columbia
$1.78M – – –
WANY
1229
Wealthspire Advisors (New York)
New York
$1.78M -$2.51M -53,370 -59%
MCM
1230
Manchester Capital Management
Vermont
$1.78M -$5.92K -126 -0.3%
LFF
1231
Level Four Financial
Texas
$1.77M -$66.1K -1,407 -4%
PA
1232
Procyon Advisors
Connecticut
$1.77M +$82.1K +1,746 +5%
GCM
1233
Gables Capital Management
Florida
$1.76M -$735K -15,645 -29%
LOAMS
1234
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.76M +$1.28M +27,156 +262%
WJWM
1235
Williams Jones Wealth Management
New York
$1.76M +$7.05K +150 +0.4%
SFFS
1236
Stonehage Fleming Financial Services
Jersey
$1.76M +$507K +10,779 +41%
PL
1237
Plancorp LLC
Missouri
$1.75M -$7.19K -153 -0.4%
PP
1238
Pacifica Partners
Canada
$1.75M -$1.25K -27 -0.1%
VA
1239
Valmark Advisers
Ohio
$1.75M -$45.5K -969 -3%
CBT
1240
CoreFirst Bank & Trust
Kansas
$1.74M – – –
GLA
1241
Great Lakes Advisors
Illinois
$1.74M +$19.9K +423 +1%
BWM
1242
Baystate Wealth Management
Massachusetts
$1.73M +$18K +384 +1%
PCA
1243
Peddock Capital Advisors
Massachusetts
$1.73M +$27.7K +582 +2%
QCIG
1244
Quad-Cities Investment Group
Iowa
$1.73M +$7.34K +156 +0.4%
CPO
1245
Cerity Partners OCIO
New York
$1.73M +$261K +5,547 +18%
PH
1246
Pinnacle Holdings
Oklahoma
$1.72M -$6.49K -138 -0.4%
SS
1247
Simplicity Solutions
Minnesota
$1.72M +$363K +7,725 +27%
TNA
1248
True North Advisors
Texas
$1.72M +$216K +4,590 +14%
NFG
1249
Nations Financial Group
Iowa
$1.71M -$120K -2,559 -7%
VLKIM
1250
Van Lanschot Kempen Investment Management
Netherlands
$1.7M +$1.7M +42,306 New
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50
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