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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 %
FHC
1826
First Horizon Corporation
Tennessee
$556K -$43.4K -924 -7%
PWM
1827
Paulson Wealth Management
Illinois
$556K +$14.1K +300 +3%
HCA
1828
Heck Capital Advisors
Wisconsin
$554K +$7.62K +162 +1%
CHP
1829
Cable Hill Partners
Oregon
$552K -$120K -2,547 -18%
KOCAA
1830
Knights of Columbus Asset Advisors
Connecticut
$549K -$14.7K -312 -3%
FRM
1831
Foundation Resource Management
Arkansas
$549K -$9.32K -198 -2%
SBF
1832
Sara-Bay Financial
Florida
$549K +$12.9K +273 +2%
KFC
1833
Klingenstein Fields & Co
New York
$547K -$19.7K -420 -3%
RPG
1834
Resource Planning Group
Georgia
$547K +$85.4K +1,815 +18%
LWP
1835
Legacy Wealth Planning
Nevada
$545K -$42.3K -900 -7%
ED
1836
Exane Derivatives
France
$543K +$102K +2,169 +23%
GC
1837
Grimes & Company
Massachusetts
$543K +$10.4K +222 +2%
RMDI
1838
R.M. Davis Inc
Maine
$542K -$10.6K -225 -2%
SWMG
1839
Strategic Wealth Management Group
Maryland
$541K -$23K -489 -4%
MA
1840
Mosaic Advisors
Texas
$541K – – –
MIM
1841
Moseley Investment Management
Florida
$540K -$48.4K -1,029 -8%
CFD
1842
Creative Financial Designs
Indiana
$540K +$68.5K +1,458 +15%
CWMU
1843
Caliber Wealth Management (Utah)
Utah
$539K -$1.1M -23,379 -67%
SGCA
1844
Steel Grove Capital Advisors
Tennessee
$538K +$3.24K +69 +0.6%
LC
1845
LCNB Corp
Ohio
$538K +$52.9K +1,125 +11%
JWM
1846
Jackson Wealth Management
Florida
$537K – – –
BMM
1847
Buffington Mohr McNeal
Idaho
$536K – – –
PWA
1848
Peterson Wealth Advisors
Utah
$535K -$67.9K -1,443 -11%
SRC
1849
Shufro Rose & Co
New York
$535K +$5.92K +126 +1%
FFG
1850
Fortem Financial Group
California
$532K +$22.4K +477 +4%
72 73
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