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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
PFC
2676
Phocas Financial Corp
California
$206K +$49.8K +1,050 +33%
FMI
2677
F/M Investments
District of Columbia
$206K +$199K +4,197 New
WCF
2678
West Coast Financial
California
$206K +$199K +4,194 New
CCP
2679
Clarkston Capital Partners
Michigan
$206K -$193K -4,068 -49%
FAFN
2680
First Affirmative Financial Network
Colorado
$206K -$57K -1,200 -22%
ECAM
2681
East Coast Asset Management
Massachusetts
$205K +$198K +4,176 New
GBA
2682
Garrison Bradford & Associates
New York
$205K +$198K +4,164 New
AIIMS
2683
Analyst IMS Investment Management Services
Israel
$204K +$199K +4,200 New
TA
2684
Trellis Advisors
Washington
$203K +$196K +4,137 New
FL
2685
Fort LP
Maryland
$203K +$196K +4,128 New
APW
2686
Acima Private Wealth
Virginia
$202K – – –
HWA
2687
Heartwood Wealth Advisors
Virginia
$202K +$195K +4,104 New
VW
2688
Vance Wealth
California
$201K +$194K +4,080 New
MIS
2689
Morningstar Investment Services
Illinois
$201K +$196K +4,137 New
KFC
2690
Klingenstein Fields & Co
New York
$201K -$42.7K -900 -18%
ERWM
2691
Elk River Wealth Management
Colorado
$200K -$21.4K -450 -10%
OLVIG
2692
Oliver Lagore Vanvalin Investment Group
Michigan
$199K +$148K +3,123 +335%
CT
2693
Clearstead Trust
Maine
$191K +$142 +3 +0.1%
TFGT
2694
TS Financial Group (TSFG)
Illinois
$191K +$142 +3 +0.1%
CSC
2695
Caldwell Sutter Capital
California
$185K +$108K +2,268 +151%
CCA
2696
Column Capital Advisors
Indiana
$182K +$38.3K +807 +28%
NSG
2697
Nalls Sherbakoff Group
Tennessee
$177K +$173K +3,645 New
MCA
2698
Maryland Capital Advisors
Maryland
$177K – – –
TLCM
2699
Twin Lakes Capital Management
California
$172K – – –
CCMI
2700
Creative Capital Management Investments
California
$169K +$46.8K +987 +40%
106 107
108
109 110

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.