WMT icon

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 %
AAM
1501
Aureus Asset Management
Massachusetts
$1.03M +$1.03M +21,831 New
LA
1502
LexAurum Advisors
Kansas
$1.02M +$127K +2,694 +14%
IPW
1503
Inlet Private Wealth
Florida
$1.02M – – –
HPWM
1504
High Pines Wealth Management
Massachusetts
$1.02M +$282K +6,000 +38%
CRWM
1505
Castle Rock Wealth Management
California
$1.02M -$447K -9,027 -30%
DIM
1506
Delta Investment Management
California
$1.02M +$20.3K +432 +2%
BEI
1507
Benjamin Edwards Inc
Missouri
$1.02M +$45.4K +966 +5%
WLIM
1508
White Lighthouse Investment Management
Massachusetts
$1.02M -$71.5K -1,521 -7%
CC
1509
Cannell & Co
New York
$1.02M +$28.2K +600 +3%
LCM
1510
Laurion Capital Management
New York
$1.02M +$1.02M +21,600 New
CBA
1511
Coastal Bridge Advisors
Connecticut
$1.01M +$25.5K +543 +3%
LOPW
1512
Live Oak Private Wealth
North Carolina
$1.01M +$3.53K +75 +0.3%
WSCM
1513
Wellington Shields Capital Management
New York
$1.01M +$42.3K +900 +4%
IP
1514
Intellectus Partners
California
$1.01M -$41.3K -879 -4%
BMC
1515
Benin Management Corp
Connecticut
$1M +$523K +11,130 +109%
DI
1516
Disciplined Investments
Oklahoma
$1M -$70K -1,488 -7%
ATC
1517
Adirondack Trust Company
New York
$1M -$1.41K -30 -0.1%
LC
1518
Lincoln Capital
Nebraska
$1M – – –
CST
1519
Charles Schwab Trust
Nevada
$998K -$66.8K -1,422 -6%
PA
1520
PFG Advisors
Arizona
$996K -$36.2K -771 -4%
GWSG
1521
GPS Wealth Strategies Group
Colorado
$994K -$37.1K -789 -4%
BI
1522
Ballast Inc
Kentucky
$994K +$275K +5,859 +38%
EFSCE
1523
Enterprise Financial Services Corp (EFSC)
Missouri
$991K -$145K -3,090 -13%
POIA
1524
Pin Oak Investment Advisors
Texas
$989K +$36.7K +780 +4%
LCM
1525
Liberty Capital Management
Michigan
$985K – – –
59 60
61
62 63