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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 %
KM
2276
Kalos Management
Georgia
$222K -$350K -7,329 -61%
PWM
2277
Prentice Wealth Management
New York
$222K +$125K +2,658 +129%
JCM
2278
Jag Capital Management
Missouri
$221K +$1.69K +36 +0.8%
FCM
2279
Firestone Capital Management
Florida
$220K – – –
SIC
2280
Sigma Investment Counselors
Michigan
$220K – – –
BIA
2281
Barry Investment Advisors
Massachusetts
$220K +$1.7K +36 +0.8%
RZH
2282
Relyea Zuckerberg Hanson
Connecticut
$220K +$220K +4,689 New
BCB
2283
Brian C. Broderick
$219K – – –
MIP
2284
Mondrian Investment Partners
United Kingdom
$219K – – –
NRI
2285
NFP Retirement Inc
California
$218K +$2.68K +57 +1%
WWM
2286
Wagner Wealth Management
South Carolina
$217K +$3.53K +75 +2%
TFGT
2287
TS Financial Group (TSFG)
Illinois
$217K +$33.2K +705 +18%
WG
2288
Winton Group
United Kingdom
$216K +$216K +4,602 New
AF
2289
Affiance Financial
Minnesota
$215K +$1.13K +24 +0.5%
SFA
2290
Source Financial Advisors
New York
$214K +$283 +6 +0.1%
LCM
2291
Leisure Capital Management
California
$213K -$42.7K -906 -17%
AAM
2292
Autus Asset Management
Arizona
$213K -$2.82K -60 -1%
GA
2293
Geller Advisors
New York
$213K -$565 -12 -0.3%
TCM
2294
Tuttle Capital Management
Connecticut
$213K +$213K +4,527 New
OPWM
2295
Oakwell Private Wealth Management
Texas
$212K -$45.6K -972 -18%
RIG
2296
Roosevelt Investment Group
New York
$212K – – –
KA
2297
Kercheville Advisors
Texas
$210K +$210K +4,473 New
AWM
2298
Aprio Wealth Management
Georgia
$210K +$210K +4,476 New
BCPWM
2299
Bradley & Co Private Wealth Management
Florida
$209K – – –
SPWG
2300
Sage Private Wealth Group
Illinois
$209K +$4.8K +102 +2%
90 91
92
93 94