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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 %
NC
2176
NinePointTwo Capital
California
$270K – – –
AWG
2177
Altus Wealth Group
Colorado
$270K +$282 +6 +0.1%
BWM
2178
Buckley Wealth Management
Nevada
$270K +$1.27K +27 +0.5%
RWA
2179
River Wealth Advisors
Pennsylvania
$270K +$1.55K +33 +0.6%
OWA
2180
Outlook Wealth Advisors
Texas
$269K -$42K -894 -14%
RCC
2181
Red Cedar Capital
Nebraska
$269K – – –
OWP
2182
Obermeyer Wealth Partners
Colorado
$269K +$845 +18 +0.3%
HR
2183
Hardy Reed
Mississippi
$268K – – –
EPA
2184
Element Pointe Advisors
Florida
$268K – – –
BA
2185
Bluesphere Advisors
Pennsylvania
$267K +$141 +3 +0.1%
WCWM
2186
Willow Creek Wealth Management
California
$267K +$2.97K +63 +1%
MFG
2187
Magnus Financial Group
New York
$267K +$9.46K +201 +4%
SEP
2188
Southland Equity Partners
Missouri
$267K +$8.18K +174 +3%
RWB
2189
RMR Wealth Builders
New Jersey
$266K -$69.1K -1,470 -21%
FMN
2190
Financial Management Network
California
$265K – – –
CCFM
2191
Clear Creek Financial Management
Washington
$265K +$265K +5,640 New
CIA
2192
Compass Ion Advisors
Pennsylvania
$264K +$1.83K +39 +0.7%
ICM
2193
Islay Capital Management
Texas
$264K +$106K +2,265 +68%
TP
2194
Tranquility Partners
Tennessee
$263K -$9.32K -198 -3%
WIC
2195
Whitegate Investment Counselors
New Hampshire
$263K – – –
HWM
2196
Hemington Wealth Management
Virginia
$262K +$6.76K +144 +3%
ZF
2197
Zhang Financial
Michigan
$260K -$11.7K -249 -4%
VCM
2198
Versant Capital Management
Arizona
$260K -$6.91K -147 -3%
EWP
2199
Engrave Wealth Partners
Texas
$260K +$11.7K +249 +5%
GWA
2200
GGM Wealth Advisors
Maryland
$259K +$990 +21 +0.4%
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