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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
2751
Red Tortoise LLC
Georgia
$68K -$40.7K -828 -37%
IWP
2752
IAG Wealth Partners
Wisconsin
$65.8K +$44.2K +900 +204%
BHWM
2753
Beaird Harris Wealth Management
Texas
$65.3K -$42.4K -864 -39%
AWM
2754
Activest Wealth Management
Florida
$65.2K +$65.2K +1,341 New
KFS
2755
Kelly Financial Services
Massachusetts
$64.8K -$2.36K -48 -4%
BLC
2756
Brown, Lisle/Cummings
Rhode Island
$61.9K +$5.9K +120 +11%
TF
2757
TimeScale Financial
Massachusetts
$61.8K +$148 +3 +0.2%
GIS
2758
Grayhawk Investment Strategies
Alberta, Canada
$59K – – –
BIA
2759
Bell Investment Advisors
California
$58.5K +$2.95K +60 +5%
WIM
2760
WealthPlan Investment Management
Nebraska
$57.5K -$1.37M -27,972 -96%
AFIA
2761
America First Investment Advisors
Nebraska
$54.7K +$54.7K +1,113 New
SIC
2762
SJS Investment Consulting
Ohio
$53K +$589 +12 +1%
HFM
2763
Harvest Fund Management
China
$53K -$80.8K -1,638 -60%
SIA
2764
Sit Investment Associates
Minnesota
$52K – – –
CFG
2765
CKW Financial Group
Hawaii
$52K – – –
PCTC
2766
Perkins Coie Trust Company
Washington
$51.9K -$27.4K -558 -35%
MFA
2767
McClarren Financial Advisors
Pennsylvania
$50K +$145 +3 +0.3%
HB
2768
Horizon Bancorp
Indiana
$49K -$405K -8,187 -89%
CSWM
2769
Cassady Schiller Wealth Management
Ohio
$48.9K -$34.6K -705 -41%
QL
2770
Quarry LP
New York
$48.2K -$3.54K -72 -7%
SFCL
2771
Strengthening Families & Communities LLC
Massachusetts
$45.5K +$1.56K +1,011 +4%
CIA
2772
Cape Investment Advisory
Georgia
$45.5K +$45.5K +924 New
WSCM
2773
Wellington Shields Capital Management
New York
$44.2K – – –
TCCM
2774
Timber Creek Capital Management
Massachusetts
$44.2K – – –
LWA
2775
Lowe Wealth Advisors
Maryland
$41.9K -$7.37K -150 -15%
109 110
111
112 113