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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 %
OL
2301
Optas LLC
Texas
$209K +$209K +4,443 New
APWA
2302
Atlas Private Wealth Advisors
New Jersey
$208K -$986 -21 -0.5%
WGAM
2303
Wilkinson Global Asset Management
New York
$208K +$208K +4,428 New
BCMO
2304
Buckingham Capital Management (Ohio)
Ohio
$207K +$207K +4,395 New
EL
2305
EMFO LLC
Florida
$207K +$207K +4,398 New
PCWA
2306
Pacific Capital Wealth Advisors
California
$207K +$207K +4,401 New
KOC
2307
Koss-Olinger Consulting
Florida
$206K -$54K -1,146 -21%
CVM
2308
Cheviot Value Management
California
$206K +$206K +4,371 New
MSS
2309
Mitchell Sinkler & Starr
Pennsylvania
$206K +$206K +4,380 New
BFM
2310
Boothbay Fund Management
New York
$206K +$206K +4,392 New
OC
2311
Oppenheimer & Close
New York
$205K -$66.9K -1,425 -25%
BIC
2312
Beach Investment Counsel
Pennsylvania
$205K +$205K +4,359 New
TCOK
2313
Trust Company of Kansas
Kansas
$205K +$205K +4,362 New
BWP
2314
Bernardo Wealth Planning
Pennsylvania
$205K +$205K +4,377 New
1W
2315
1776 Wealth
Georgia
$204K +$204K +4,335 New
LSA
2316
L & S Advisors
California
$203K +$203K +4,320 New
LWM
2317
Lyell Wealth Management
California
$203K +$203K +4,323 New
XS
2318
XR Securities
Illinois
$202K -$366K -7,788 -64%
FA
2319
Faithward Advisors
Pennsylvania
$202K +$202K +4,284 New
MPW
2320
MA Private Wealth
California
$202K +$202K +4,287 New
CIS
2321
Connors Investor Services
Pennsylvania
$202K +$202K +4,293 New
EP
2322
EPIQ Partners
Minnesota
$202K +$202K +4,302 New
KTC
2323
Kistler-Tiffany Companies
Pennsylvania
$201K +$61.5K +1,305 +44%
TWM
2324
TriaGen Wealth Management
California
$201K +$201K +4,221 New
FFWM
2325
Future Financial Wealth Management
Ohio
$201K +$201K +4,275 New
91 92
93
94 95