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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$445M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$418M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$417M |
| 4 |
D.E. Shaw & Co
New York
|
+$407M |
| 5 |
BlackRock
New York
|
+$403M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$993M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$717M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$320M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$173M |
| 5 |
CA
Cullinan Associates
Louisville,
Kentucky
|
-$160M |
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.