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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 %
EIA
1401
Edgemoor Investment Advisors
Maryland
$1.21M – – –
PWM
1402
Perigon Wealth Management
California
$1.21M -$247K -5,247 -17%
VFPI
1403
Vantage Financial Partners (Illinois)
Illinois
$1.21M +$84.6K +1,800 +8%
WAG
1404
Winthrop Advisory Group
Massachusetts
$1.21M -$39.1K -831 -3%
OQS
1405
Occudo Quantitative Strategies
Florida
$1.21M -$1.37M -29,076 -53%
AWE
1406
Avidian Wealth Enterprises
Texas
$1.21M -$7.34K -156 -0.6%
AWP
1407
Accretive Wealth Partners
New Jersey
$1.21M +$125K +2,661 +12%
CCMT
1408
CMT Capital Markets Trading
Germany
$1.21M +$918K +19,542 +319%
CCM
1409
Chilton Capital Management
Texas
$1.2M +$153K +3,261 +15%
WQ
1410
Wealth Quarterback
New Jersey
$1.2M +$1.2M +25,407 New
LCM
1411
Logan Capital Management
Pennsylvania
$1.19M -$89.3K -1,899 -7%
GWM
1412
Gray Wealth Management
Maine
$1.19M -$846 -18 -0.1%
LWA
1413
Lineweaver Wealth Advisors
Ohio
$1.19M +$113K +2,409 +10%
CIM
1414
CIM Investment Management
Pennsylvania
$1.19M -$6.34K -135 -0.5%
BCM
1415
Birmingham Capital Management
Alabama
$1.19M – – –
DA
1416
Dillon & Associates
Michigan
$1.18M – – –
MMG
1417
Monetary Management Group
Missouri
$1.18M – – –
FHC
1418
First Heartland Consultants
Missouri
$1.18M +$10.6K +225 +0.9%
CWM
1419
Chesapeake Wealth Management
Virginia
$1.18M -$484K -10,296 -29%
BJL
1420
Brighton Jones LLC
Washington
$1.18M -$50.2K -1,068 -4%
AWM
1421
Apollon Wealth Management
South Carolina
$1.18M -$23.3K -495 -2%
KFGK
1422
Keystone Financial Group (Kentucky)
Kentucky
$1.18M +$15.4K +327 +1%
MP
1423
McDonald Partners
Ohio
$1.18M -$22.3K -474 -2%
BCP
1424
Blue Chip Partners
Michigan
$1.17M +$10.7K +228 +0.9%
FCB
1425
First Command Bank
Texas
$1.17M -$46.3K -984 -4%
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