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Walmart

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
Name Holding Trade Value Shares
Change
Shares
Change %
LD
2426
Lipe & Dalton
New York
$31K
PWS
2427
Paragon Wealth Strategies
Florida
$31K +$31K +657 New
FFG
2428
Ford Financial Group
California
$30K +$30K +654 New
TAM
2429
Tucker Asset Management
Colorado
$28.2K
FI
2430
FormulaFolio Investments
Michigan
$28K +$14K +300 +100%
PA
2431
Perennial Advisors
New York
$27K -$4.12K -87 -13%
SMG
2432
Spectrum Management Group
Indiana
$27K
FA
2433
Financial Avengers
California
$26K +$141 +3 +0.5%
RIA
2434
RPG Investment Advisory
California
$24K
PCFFS
2435
Pacific Center for Financial Services
California
$24K +$142 +3 +0.6%
IAS
2436
IMA Advisory Services
Colorado
$22K
EWM
2437
Elmwood Wealth Management
California
$22K
ST
2438
Sageworth Trust
Pennsylvania
$21K -$134K -2,874 -86%
RDFA
2439
Ritter Daniher Financial Advisory
Ohio
$21K
KFP
2440
KB Financial Partners
New Jersey
$20K
MFA
2441
McClarren Financial Advisors
Pennsylvania
$19K -$28.4K -624 -60%
TIM
2442
Tortoise Investment Management
New York
$16K
RBC
2443
Roble Belko & Company
Pennsylvania
$16K
CDIA
2444
Capital Directions Investment Advisors
Georgia
$15K +$15K +327 New
CP
2445
Corbenic Partners
Pennsylvania
$14K -$17.8K -381 -56%
MAM
2446
McCarthy Asset Management
California
$14K
Baillie Gifford & Co
2447
Baillie Gifford & Co
United Kingdom
$14K
SFA
2448
Semmax Financial Advisors
North Carolina
$14K
IWP
2449
IAG Wealth Partners
Wisconsin
$14K
PGAM
2450
Princeton Global Asset Management
New Jersey
$14K +$14K +300 New