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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2626
Core Wealth Advisors
Florida
$150K +$7.52K +159 +5%
PFC
2627
Phocas Financial Corp
California
$149K +$149K +3,150 New
MWA
2628
Miller Wealth Advisors
Colorado
$146K +$14K +300 +11%
OIS
2629
Okabena Investment Services
Minnesota
$142K -$614K -12,990 -81%
PCM
2630
Perritt Capital Management
Illinois
$142K +$142K +3,000 New
CPG
2631
Cornerstone Planning Group
New Jersey
$140K +$140K +3,027 New
CCA
2632
Column Capital Advisors
Indiana
$137K -$24K -507 -15%
DCBT
2633
Dakota Community Bank & Trust
North Dakota
$136K +$1.13K +24 +0.8%
BCM
2634
Blume Capital Management
California
$136K – – –
SC
2635
Schubert & Co
Texas
$131K -$9.22K -195 -7%
SC
2636
Seldon Capital
California
$130K – – –
TCWA
2637
Ten Capital Wealth Advisors
Washington
$130K -$10.9K -231 -8%
HFM
2638
Harvest Fund Management
China
$128K +$128K +2,712 New
GC
2639
Garde Capital
Washington
$126K +$16.2K +342 +15%
C
2640
Covestor
United Kingdom
$125K -$12.2K -258 -9%
CAL
2641
Capital Advisors Ltd
Ohio
$121K -$77.9K -2,223 -39%
OWA
2642
One Wealth Advisors
California
$120K +$120K +2,535 New
BCM
2643
Bourgeon Capital Management
Connecticut
$119K – – –
WA
2644
Win Advisors
Florida
$117K +$93K +1,968 +381%
CCMI
2645
Creative Capital Management Investments
California
$116K +$116K +2,460 New
SPWM
2646
Spartan Planning & Wealth Management
North Carolina
$116K +$116K +2,448 New
AWM
2647
Accel Wealth Management
Iowa
$114K +$992 +21 +0.9%
RDIA
2648
RE Dickinson Investment Advisors
Iowa
$114K – – –
CASC
2649
Coppell Advisory Solutions Corp
Texas
$114K +$114K +2,403 New
CAS
2650
Coppell Advisory Solutions
Texas
$114K +$114K +2,403 New
104 105
106
107 108