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 %
RWP
1976
Ridgecrest Wealth Partners
California
$409K +$6.64K +141 +2%
BA
1977
Bridgewater Advisors
New York
$408K +$101K +2,148 +33%
JIP
1978
JBJ Investment Partners
South Carolina
$407K -$183K -3,885 -31%
CC
1979
Capital Counsel
New York
$405K – – –
CWP
1980
Concord Wealth Partners
Virginia
$403K +$74K +1,575 +22%
COF
1981
Capital One Financial
Virginia
$402K -$11.7K -249 -3%
VCAM
1982
Van Cleef Asset Management
Ohio
$402K – – –
SIS
1983
Sound Income Strategies
Florida
$400K -$73.1K -1,557 -15%
CCC
1984
Chelsea Counsel Company
California
$399K – – –
PAM
1985
Private Asset Management
California
$397K -$64.9K -1,380 -14%
TC
1986
Trust Company
Kansas
$397K -$15.1K -321 -4%
SWMG
1987
Signature Wealth Management Group
Georgia
$397K – – –
Fiera Capital (Canada)
1988
Fiera Capital (Canada)
Quebec, Canada
$397K +$4.93K +105 +1%
OFG
1989
Oxford Financial Group
Indiana
$396K -$3.53K -75 -0.9%
CRIG
1990
Charter Research & Investment Group
Connecticut
$396K – – –
BWAM
1991
Boyd Watterson Asset Management
Ohio
$396K +$2.82K +60 +0.7%
CCA
1992
Childress Capital Advisors
Texas
$394K +$7.61K +162 +2%
THWM
1993
Taylor Hoffman Wealth Management
Virginia
$393K -$47.5K -1,011 -11%
MLFP
1994
MPS Loria Financial Planners
Illinois
$391K +$423 +9 +0.1%
CGA
1995
Crescent Grove Advisors
Illinois
$389K -$62K -1,320 -14%
SFG
1996
StrategIQ Financial Group
Indiana
$389K -$15.5K -330 -4%
PWS
1997
Precision Wealth Strategies
Missouri
$389K +$116K +2,466 +43%
CC
1998
Corsicana & Co
Texas
$389K +$389K +8,271 New
CIC
1999
Chilton Investment Company
Connecticut
$388K -$90.3K -1,923 -19%
CWM
2000
CCG Wealth Management
California
$387K -$13.5K -288 -3%
78 79
80
81 82