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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 %
KOMWMG
1701
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$706K +$38.9K +828 +6%
SMH
1702
Sanders Morris Harris
Texas
$706K +$56.4K +1,200 +9%
IWS
1703
Insight Wealth Strategies
California
$705K -$531K -11,310 -43%
CFO
1704
Collective Family Office
Pennsylvania
$705K +$35.3K +750 +5%
CMO
1705
Covenant Multifamily Offices
Texas
$705K +$234K +4,983 +50%
ARC
1706
Advisor Resource Council
Texas
$704K +$704K +14,985 New
KLI
1707
Kelman-Lazarov Inc
Tennessee
$702K -$2.4K -51 -0.3%
ECM
1708
Evergreen Capital Management
Washington
$701K +$59.1K +1,257 +9%
CA
1709
CGN Advisors
Kansas
$700K +$33.3K +708 +5%
JMF
1710
Johnson Midwest Financial
Iowa
$697K +$846 +18 +0.1%
BTW
1711
Boston Trust Walden
Massachusetts
$696K +$70.5K +1,500 +11%
ARG
1712
Advisory Resource Group
Oklahoma
$692K +$282 +6 +0%
UCI
1713
Uncommon Cents Investing
Wisconsin
$692K +$284K +6,045 +70%
ECG
1714
Edge Capital Group
Georgia
$689K -$148K -3,156 -18%
RPWA
1715
Regent Peak Wealth Advisors
Georgia
$686K -$25.8K -543 -4%
FMLI
1716
Fukoku Mutual Life Insurance
Japan
$685K -$28.2K -600 -4%
IRC
1717
Investors Research Corp
Georgia
$685K – – –
WW
1718
Westshore Wealth
California
$684K +$423K +9,009 +162%
CFMC
1719
Curbstone Financial Management Corp
New Hampshire
$679K +$7.05K +150 +1%
MFG
1720
Merit Financial Group
Georgia
$677K -$83.7K -1,779 -11%
RHBC
1721
R.H. Bluestein & Co
Michigan
$677K +$53.6K +1,140 +9%
PWA
1722
Phoenix Wealth Advisors
North Carolina
$675K +$19K +408 +3%
RPGK
1723
Retirement Planning Group (Kansas)
Kansas
$675K +$194K +4,125 +40%
ICM
1724
IMS Capital Management
Oregon
$669K +$1.27K +27 +0.2%
AFS
1725
Axiom Financial Strategies
Indiana
$668K +$43.4K +924 +7%
67 68
69
70 71