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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
KAM
2626
Knightsbridge Asset Management
California
$219K +$712 +15 +0.3%
CT
2627
Columbia Trust
Oregon
$219K -$427 -9 -0.2%
AW
2628
Alaethes Wealth
Nevada
$218K +$211K +4,440 New
WGAM
2629
Wilkinson Global Asset Management
New York
$218K – – –
PSC
2630
Portman Square Capital
United Kingdom
$217K +$210K +4,419 New
SFG
2631
SNS Financial Group
Minnesota
$217K -$11.4K -240 -5%
NEPPG
2632
New England Professional Planning Group
Rhode Island
$217K – – –
BIAS
2633
Beacon Investment Advisory Services
New Jersey
$216K -$14.2K -300 -6%
PGWM
2634
Pitti Group Wealth Management
New York
$216K +$1.42K +30 +0.7%
D
2635
Dentgroup
Louisiana
$216K – – –
EL
2636
EMFO LLC
Florida
$216K – – –
MGWM
2637
Marks Group Wealth Management
Minnesota
$216K +$208K +4,389 New
MAG
2638
Mokosak Advisory Group
Iowa
$215K +$1.42K +30 +0.7%
LA
2639
Latitude Advisors
Florida
$215K -$24.3K -513 -10%
WWMSC
2640
Wagner Wealth Management (South Carolina)
South Carolina
$215K -$19.1K -402 -8%
CPIA
2641
Cornell Pochily Investment Advisors
New York
$215K -$1.57K -33 -0.7%
WPWM
2642
Western Pacific Wealth Management
Illinois
$215K – – –
DWM
2643
Darwin Wealth Management
Florida
$214K +$142 +3 +0.1%
PTC
2644
Philadelphia Trust Company
Pennsylvania
$214K -$1.5M -31,575 -88%
BIC
2645
Beach Investment Counsel
Pennsylvania
$214K – – –
KIA
2646
KLR Investment Advisors
Rhode Island
$214K – – –
TCWM
2647
Total Clarity Wealth Management
Illinois
$213K -$398K -8,379 -66%
SW
2648
StrongBox Wealth
Missouri
$213K +$142 +3 +0.1%
TA
2649
TFB Advisors
Kansas
$213K +$206K +4,338 New
TIA
2650
Tandem Investment Advisors
South Carolina
$213K -$96.1K -2,025 -32%
104 105
106
107 108

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.