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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$993M
2
Morgan Stanley
Morgan Stanley
New York
$3.17B
3
Squarepoint
Squarepoint
New York
$173M
4
Renaissance Technologies
Renaissance Technologies
New York
$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$502M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$103M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.02B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$168M
4
Ameriprise
Ameriprise
Minnesota
$1.1B
5
Bank of America
Bank of America
North Carolina
$2.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
2851
D. Scott Neal
Kentucky
– -$213K -4,935 Closed
AC
2852
Applied Capital
Arkansas
– -$208K -4,821 Closed
WWA
2853
WCG Wealth Advisors
Nevada
– -$261K -4,728 Closed
LI
2854
Lafayette Investments
Maryland
– -$200K -4,617 Closed
SFO
2855
Standard Family Office
South Dakota
– -$150K -3,480 Closed
APP
2856
Alpha Paradigm Partners
Illinois
– -$146K -3,369 Closed
ODG
2857
O'Dell Group
Ohio
– -$143K -3,300 Closed
HR
2858
Howe & Rusling
New York
– -$117K -2,709 Closed
WB
2859
West Bancorporation
Iowa
– -$96K -2,226 Closed
EIP
2860
Ellis Investment Partners
Pennsylvania
– -$95K -2,205 Closed
SAM
2861
Selway Asset Management
– -$90K -2,088 Closed
PWC
2862
PYA Waltman Capital
Tennessee
– -$78K -1,797 Closed
SWM
2863
Stapp Wealth Management
Washington
– -$55K -1,269 Closed
CA
2864
Capitolis Advisors
New York
– -$51K -1,170 Closed
WR
2865
WD Rutherford
Oregon
– -$31K -720 Closed
ACK
2866
Andrew C. Karlinski
– -$28K -657 Closed
FEG
2867
Financial Enhancement Group
Indiana
– -$19K -435 Closed
FA
2868
Financial Advantage
Maryland
– -$15K -363 Closed
MDCM
2869
Morgan Dempsey Capital Management
Wisconsin
– -$13K -306 Closed
ARIS
2870
Advanced Research Investment Solutions
California
– -$13K -300 Closed
DBG
2871
De Burlo Group
Massachusetts
– -$13K -300 Closed
CPFP
2872
Clear Perspectives Financial Planning
Ohio
– -$2K -36 Closed
CQS
2873
Credential Qtrade Securities
– -$1.17K -27 Closed
AWMS
2874
Advocacy Wealth Management Services
Georgia
– -$1K -12 Closed
111 112 113 114
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