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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 %
PS
2051
Planned Solutions
California
$348K – – –
DWM
2052
Darwin Wealth Management
Florida
$348K +$39.7K +843 +13%
WCG
2053
Weaver Consulting Group
California
$347K +$25.9K +552 +8%
DA
2054
DCM Advisors
New York
$346K +$1.98K +42 +0.6%
PWM
2055
Palumbo Wealth Management
New York
$345K -$3.24K -69 -0.9%
NWA
2056
New World Advisors
Massachusetts
$345K +$345K +7,341 New
WAS
2057
Winch Advisory Services
Wisconsin
$344K +$78.5K +1,671 +30%
AC
2058
Avestar Capital
New York
$343K – – –
MFA
2059
Mayflower Financial Advisors
Massachusetts
$343K +$7.76K +165 +2%
PFA
2060
Pinnacle Family Advisors
Missouri
$341K -$150K -3,189 -31%
CS
2061
Capital Square
Tennessee
$341K -$60.5K -1,290 -15%
FWM
2062
Fairhaven Wealth Management
Illinois
$341K +$141 +3 +0%
AI
2063
Accredited Investors
Minnesota
$340K +$23K +489 +7%
WMP
2064
Wealth Management Partners
Arizona
$339K – – –
CWM
2065
Concentric Wealth Management
California
$338K – – –
LF
2066
LifeSteps Financial
California
$336K -$24.1K -513 -7%
BB
2067
Bell Bank
North Dakota
$336K +$6.48K +138 +2%
TF
2068
Trek Financial
Arizona
$335K -$413K -8,793 -55%
WDG
2069
Wealth Dimensions Group
Ohio
$334K +$2.54K +54 +0.8%
TW
2070
TrinityPoint Wealth
Connecticut
$334K +$334K +7,107 New
FAN
2071
Financial Advisors Network
California
$333K -$11.1K -237 -3%
SMG
2072
Smart Money Group
Texas
$333K -$5.74K -144 -2%
SIM
2073
SSI Investment Management
California
$333K -$2.11K -45 -0.6%
FBB
2074
Fulton Breakefield Broenniman
Maryland
$333K +$6.35K +135 +2%
C
2075
Certuity
Florida
$331K +$66.3K +1,410 +25%
81 82
83
84 85