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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 %
IMOV
2226
Investment Management of Virginia
Virginia
$244K -$3.54K -75 -1%
RW
2227
Rede Wealth
Virginia
$244K – – –
SWRP
2228
Summit Wealth & Retirement Planning
California
$242K -$1.41K -30 -0.6%
NCM
2229
Noesis Capital Mangement
Florida
$241K -$7.49K -159 -3%
OAM
2230
Oberweis Asset Management
Illinois
$241K -$6.77K -144 -3%
DSN
2231
D. Scott Neal
Kentucky
$241K +$9.17K +195 +4%
IIM
2232
InTrack Investment Management
Vermont
$241K +$21.7K +465 +10%
CWM
2233
Cahaba Wealth Management
Georgia
$241K +$241K +5,091 New
YMRC
2234
Yorktown Management & Research Company
Virginia
$240K – – –
ACM
2235
Armbruster Capital Management
New York
$240K – – –
GA
2236
Gateway Advisory
New Jersey
$240K +$240K +5,112 New
AC
2237
Applied Capital
Arkansas
$239K -$5.63K -120 -2%
FSG
2238
Financial Strategies Group
Michigan
$239K -$1.13K -24 -0.5%
AP
2239
Adero Partners
California
$239K +$2.96K +63 +1%
RIG
2240
Renaissance Investment Group
Massachusetts
$238K – – –
SFG
2241
Sovereign Financial Group
Connecticut
$238K – – –
WA
2242
Wealth Architects
California
$238K +$23.4K +498 +11%
NEPPG
2243
New England Professional Planning Group
Rhode Island
$237K -$38.2K -765 -14%
CC
2244
Centiva Capital
New York
$236K -$1.27M -27,072 -84%
ACA
2245
Affinity Capital Advisors
California
$236K -$423 -9 -0.2%
CAL
2246
Capital Advisors Ltd
Ohio
$235K +$151K +3,225 +181%
D
2247
Diversified
Delaware
$234K +$1.55K +33 +0.7%
CCP
2248
Cassia Capital Partners
North Carolina
$234K +$234K +4,974 New
JWBC
2249
J.W. Burns & Co
New York
$234K +$234K +4,986 New
GLLW
2250
Graves Light Lenhart Wealth
Virginia
$233K -$2.39K -51 -1%
88 89
90
91 92