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Walmart Inc
WMT

2,851 hedge funds and large institutions have $131B invested in Walmart Inc in 2023 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,203 increasing their positions, 1,094 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 101

24% more funds holding in top 10

Funds holding in top 10: 99 → 123 (+24)

17% more call options, than puts

Call options by funds: $4.04B | Put options by funds: $3.45B

2.24% more ownership

Funds ownership: 96.96% → 99.21% (+2.2%)

2% more funds holding

Funds holding: 2,806 → 2,851 (+45)

10% more repeat investments, than reductions

Existing positions increased: 1,203 | Existing positions reduced: 1,094

4% more capital invested

Capital invested by funds: $126B → $131B (+$5.04B)

Holders
2,851
Holders Change
+45
Holders Change %
+1.6%
% of All Funds
45.43%
Holding in Top 10
123
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.24%
% of All Funds
1.96%
New
205
Increased
1,203
Reduced
1,094
Closed
101
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$445M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$418M
3
Marshall Wace
Marshall Wace
United Kingdom
+$417M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$407M
5
BlackRock
BlackRock
New York
+$403M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$993M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$717M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$320M
4
First Trust Advisors
First Trust Advisors
Illinois
-$173M
5
CA
Cullinan Associates
Kentucky
-$160M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2601
Seascape Capital Management
New Hampshire
$229K +$2.28K +48 +1%
RRA
2602
Round Rock Advisors
Connecticut
$229K – – –
MA
2603
Modus Advisors
Minnesota
$229K +$1.28K +27 +0.6%
CWM
2604
Collaborative Wealth Management
Florida
$229K +$854 +18 +0.4%
BCB
2605
Brian C. Broderick
$229K – – –
TMWM
2606
Taylor & Morgan Wealth Management
Michigan
$227K -$31K -654 -12%
WAS
2607
Wealth Advisory Solutions
Indiana
$227K – – –
LWM
2608
Lyell Wealth Management
California
$226K +$712 +15 +0.3%
PWA
2609
PCG Wealth Advisors
Kansas
$226K – – –
SFC
2610
SYM Financial Corp
Indiana
$226K -$1.85K -39 -0.8%
FNBSF
2611
First National Bank Sioux Falls
South Dakota
$222K +$214K +4,518 New
MHWM
2612
Montz Harcus Wealth Management
Louisiana
$222K +$285 +6 +0.1%
FWM
2613
Forza Wealth Management
Florida
$222K – – –
RPSA
2614
Richard P. Slaughter Associates
Texas
$222K +$3.42K +72 +2%
HWM
2615
Hohimer Wealth Management
Washington
$221K – – –
HCM
2616
Huber Capital Management
California
$221K – – –
MIM
2617
Merrion Investment Management
New Jersey
$221K – – –
WIA
2618
Westbourne Investment Advisors
Maryland
$221K -$7.12K -150 -3%
JEST
2619
JTC Employer Solutions Trustee
Jersey
$221K – – –
RWM
2620
RKL Wealth Management
Pennsylvania
$221K +$213K +4,494 New
EGWAG
2621
Elwood & Goetz Wealth Advisory Group
Georgia
$221K – – –
WMS
2622
Wealth Management Solutions
Pennsylvania
$220K – – –
SCA
2623
SMH Capital Advisors
Texas
$220K -$43.4K -915 -17%
RTC
2624
Riverview Trust Company
Washington
$220K -$132K -2,790 -38%
SFA
2625
Souders Financial Advisors
Ohio
$219K +$997 +21 +0.5%
103 104
105
106 107

WMT Hedge Fund Activity: Q1 2023 in Review

2,851 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2023, worth a combined $131B — up 4% from $126B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new WMT positions and 101 closed out — a net gain of 104 holders — while 1,203 added to existing stakes and 1,094 trimmed.

The largest buyer was Boston Partners, adding an estimated $445M. The largest seller was GQG Partners, cutting an estimated $993M.

  • 2,851 institutional investors held Walmart Inc (WMT) as of Q1 2023, up from 2,806 in Q4 2022.
  • Funds reported $131B of Walmart Inc stock for Q1 2023, up 4% quarter-over-quarter.
  • 205 funds opened new Walmart Inc positions in Q1 2023 and 101 closed out, a net change of +104 holders.
  • The largest Walmart Inc buyer in Q1 2023 was Boston Partners, an estimated $445M added.
  • The largest Walmart Inc seller in Q1 2023 was GQG Partners, an estimated $993M sold.

Based on aggregated 13F filings for Q1 2023.