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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 %
EAM
2826
Eukles Asset Management
Ohio
$5.6K – – –
ECM
2827
Everence Capital Management
Indiana
$5.51K – – –
PP
2828
PFS Partners
New Jersey
$5.5K – – –
PS
2829
PayPay Securities
Japan
$4.72K -$3.1K -63 -40%
UFF
2830
USA Financial Formulas
Michigan
$4.57K +$4.57K +93 New
LIM
2831
Longfellow Investment Management
Massachusetts
$4.28K – – –
AWA
2832
Artemis Wealth Advisors
New York
$3.83K – – –
KA
2833
Kozak & Associates
Colorado
$1.48K -$109K -2,211 -99%
IA
2834
IFS Advisors
Kansas
$1.47K – – –
MFG
2835
Mendota Financial Group
Wisconsin
$1.34K +$596 +12 +80%
FGAM
2836
Financial Gravity Asset Management
Texas
$1.21K +$899 +15,126 +294%
CUAMC
2837
China Universal Asset Management Company
China
$740 – – –
KIG
2838
Kessler Investment Group
Indiana
$295 – – –
Capital World Investors
2839
Capital World Investors
California
– -$138M -2,928,894 Closed
JGC
2840
J. Goldman & Co
New York
– -$23M -487,056 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2841
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$5.97M -126,255 Closed
GCP
2842
Garda Capital Partners
Minnesota
– -$5.23M -110,682 Closed
LG
2843
Leuthold Group
Minnesota
– -$5.12M -108,231 Closed
AIM
2844
Artemis Investment Management
United Kingdom
– -$4.71M -99,249 Closed
ERSOT
2845
Employees Retirement System of Texas
Texas
– -$4.23M -89,523 Closed
GH
2846
GAM Holding
Switzerland
– -$4.15M -87,846 Closed
PFM
2847
Privium Fund Management
Netherlands
– -$3.75M -79,050 Closed
DTL
2848
Dynamic Technology Lab
Singapore
– -$3.62M -76,476 Closed
EPC
2849
Emerson Point Capital
New York
– -$3.11M -65,817 Closed
WWM
2850
WT Wealth Management
Arizona
– -$1.79M -37,863 Closed
112 113
114
115 116