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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 %
PCM
2326
Poehling Capital Management
Wisconsin
$201K +$201K +4,278 New
ACM
2327
Ategra Capital Management
Virginia
$201K +$201K +4,275 New
SCM
2328
Stordahl Capital Management
Colorado
$200K +$200K +4,263 New
HWA
2329
HHM Wealth Advisors
Tennessee
$196K +$4.5K +96 +2%
APW
2330
Acima Private Wealth
Virginia
$193K – – –
BWL
2331
Bogart Wealth LLC
Virginia
$184K +$5.51K +117 +3%
AL
2332
ADE LLC
Maryland
$184K +$14.1K +300 +8%
BC
2333
Barnett & Company
Tennessee
$180K -$7.04K -150 -4%
WPA
2334
West Paces Advisors
Georgia
$177K -$1.97K -42 -1%
FA
2335
Fortis Advisors
Pennsylvania
$174K +$174K +3,702 New
LFG
2336
Larson Financial Group
Missouri
$167K -$424 -9 -0.3%
SC
2337
Sierra Capital
Florida
$167K – – –
HS
2338
Horan Securities
United States
$167K +$82.8K +1,758 +98%
AIL
2339
AGF Investments LLC
Ontario, Canada
$156K – – –
WLPWM
2340
Walled Lake Planning & Wealth Management
Illinois
$156K +$990 +21 +0.6%
AWM
2341
Activest Wealth Management
Florida
$155K -$18.6K -396 -11%
SWM
2342
Selective Wealth Management
Virginia
$153K +$68.5K +1,461 +81%
CWA
2343
Carolina Wealth Advisors
South Carolina
$148K – – –
CYG
2344
Clean Yield Group
Vermont
$147K +$147K +3,123 New
GC
2345
Garde Capital
Washington
$146K -$47.9K -1,020 -25%
CWA
2346
Core Wealth Advisors
Florida
$146K -$25.8K -549 -15%
AWM
2347
Accel Wealth Management
Iowa
$146K +$12.3K +261 +9%
PO
2348
Private Ocean
California
$144K -$19.7K -420 -12%
AWM
2349
Atticus Wealth Management
Florida
$142K -$1.13K -24 -0.8%
AFG
2350
Albion Financial Group
Utah
$142K +$142K +3,030 New
92 93
94
95 96