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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$55.2M -$1.93M -33,687 -4%
SPIA
227
Steward Partners Investment Advisory
New York
$55.1M +$12.1M +212,007 +30%
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1M +$1.08M +18,862 +2%
FMI
229
Factory Mutual Insurance
Massachusetts
$54M -$10.8M -189,400 -17%
TPSF
230
Texas Permanent School Fund
Texas
$53.2M +$71.3K +1,247 +0.1%
SEIA
231
Signature Estate & Investment Advisors
California
$53.1M +$11.9M +208,620 +31%
AB
232
Amalgamated Bank
New York
$53M -$8.47M -148,024 -14%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$53M +$616K +10,763 +1%
GIA
234
Gateway Investment Advisers
Ohio
$52.6M -$3.1M -54,247 -6%
II
235
IFM Investors
Australia
$52.5M -$175K -3,066 -0.4%
FAF
236
Fjarde Ap-fonden
Sweden
$52.3M +$1.49M +26,000 +3%
EHC
237
Everett Harris & Co
California
$52M -$395K -6,908 -0.8%
BTCPP
238
Border to Coast Pensions Partnership
United Kingdom
$51.4M
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$51.2M -$25.6M -447,638 -34%
UIM
240
USS Investment Management
United Kingdom
$51.1M -$233K -4,071 -0.5%
BCM
241
Becker Capital Management
Oregon
$50.5M -$399K -6,977 -0.8%
FAM
242
Fred Alger Management
New York
$50M +$43.6M +762,478 +1,124%
AIM
243
Achmea Investment Management
Netherlands
$49.6M -$965K -16,870 -2%
Axa
244
Axa
France
$49.3M -$601K -10,507 -1%
VMPIC
245
Varma Mutual Pension Insurance Co
Finland
$48.9M +$27.8M +485,900 +149%
UB
246
UMB Bank
Missouri
$48.6M +$4.3M +75,118 +10%
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$48.3M -$182M -3,177,424 -80%
GT
248
Glenview Trust
Kentucky
$48.3M +$1.79M +31,241 +4%
YCM
249
Yousif Capital Management
Michigan
$48.3M -$903K -15,778 -2%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$47.8M -$18.8M -327,996 -36%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.