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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 %
MA
2251
Mezzasalma Advisors
New Jersey
$233K – – –
PP
2252
Pegasus Partners
Wisconsin
$233K +$141 +3 +0.1%
ODG
2253
O'Dell Group
Ohio
$233K +$233K +4,950 New
JEST
2254
JTC Employer Solutions Trustee
Jersey
$233K +$233K +4,950 New
MAM
2255
Madison Asset Management
Wisconsin
$232K – – –
CPSC
2256
Carl P. Sherr & Co
Massachusetts
$232K +$281 +6 +0.1%
IF
2257
Insight Folios
North Carolina
$232K +$232K +4,941 New
FWM
2258
ForthRight Wealth Management
Georgia
$231K – – –
PIFP
2259
Partners in Financial Planning
Virginia
$231K +$231K +4,908 New
HC
2260
Hatton Consulting
Arizona
$230K – – –
NSB
2261
Norway Savings Bank
Maine
$230K +$16.8K +357 +8%
DTC
2262
Davidson Trust Company
Washington
$230K +$230K +4,893 New
MKC
2263
M. Kraus & Co
Vermont
$228K -$847 -18 -0.4%
SMF
2264
Sterling Manor Financial
New York
$228K +$228K +4,845 New
SFP
2265
Sandbox Financial Partners
Maryland
$227K -$100K -2,130 -31%
Aristotle Capital Management
2266
Aristotle Capital Management
California
$227K – – –
FA
2267
Financial Advisors
Massachusetts
$227K – – –
BPC
2268
Banque Pictet & Cie
Switzerland
$226K – – –
PAM
2269
Premier Asset Management
Illinois
$226K – – –
AWM
2270
Aevitas Wealth Management
Massachusetts
$225K -$2.68K -57 -1%
EWM
2271
EPG Wealth Management
Georgia
$224K +$1.13K +24 +0.5%
ADBIC
2272
A.D. Beadell Investment Counsel
Wisconsin
$224K +$3.52K +75 +2%
PD
2273
Planning Directions
Pennsylvania
$224K +$224K +4,773 New
SIM
2274
Sadoff Investment Management
Wisconsin
$223K – – –
FP
2275
Financial Perspectives
Minnesota
$222K -$30M -637,884 -99%
89 90
91
92 93