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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 %
IFWM
1476
Institute for Wealth Management
Colorado
$1.06M +$25.1K +534 +2%
KNW
1477
Kesler Norman & Wride
Utah
$1.06M -$285 -6 -0%
PWPS
1478
Pinnacle Wealth Planning Services
Ohio
$1.06M +$119K +2,538 +13%
AMG
1479
Asset Management Group
Connecticut
$1.05M -$32.3K -687 -3%
FNFDCM
1480
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.05M +$43.7K +930 +4%
IWP
1481
Icon Wealth Partners
Texas
$1.05M +$209K +4,446 +25%
CAC
1482
Certified Advisory Corp
Florida
$1.05M +$231K +4,908 +28%
CAN
1483
Claraphi Advisory Network
United States
$1.05M -$286K -6,087 -21%
SAG
1484
Spotlight Asset Group
Illinois
$1.05M +$23.5K +501 +2%
WP
1485
WealthShield Partners
North Carolina
$1.05M +$66.8K +1,422 +7%
PFSC
1486
Peoples Financial Services Corp
Pennsylvania
$1.05M +$10.6K +225 +1%
IC
1487
Inscription Capital
Texas
$1.05M -$2.49M -52,998 -70%
PWP
1488
Principle Wealth Partners
Connecticut
$1.05M +$52.6K +1,119 +5%
APG
1489
Abacus Planning Group
South Carolina
$1.04M -$118K -2,520 -10%
WP
1490
WealthSource Partners
California
$1.04M -$230K -4,884 -18%
AIS
1491
AM Investment Strategies
Tennessee
$1.04M +$1.69K +36 +0.2%
BC
1492
Bridgefront Capital
Texas
$1.04M +$1.04M +22,053 New
SIA
1493
SkyView Investment Advisors
New Jersey
$1.04M – – –
AWM
1494
Altium Wealth Management
New York
$1.03M -$173K -3,675 -14%
BP
1495
BBR Partners
New York
$1.03M -$112K -2,379 -10%
BEAM
1496
Baker Ellis Asset Management
Washington
$1.03M – – –
AWA
1497
Aaron Wealth Advisors
Illinois
$1.03M +$9.16K +195 +0.9%
BFO
1498
Biltmore Family Office
North Carolina
$1.03M +$5.22K +111 +0.5%
AG
1499
AlphaSimPlex Group
Massachusetts
$1.03M – – –
KFS
1500
Kurt F. Somerville
$1.03M – – –
58 59
60
61 62