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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 %
EIM
2851
Essex Investment Management
Massachusetts
– -$1.61M -34,074 Closed
FC
2852
FORA Capital
Florida
– -$1.55M -32,763 Closed
GGI
2853
Godsey & Gibb Inc
Virginia
– -$1.42M -29,991 Closed
Capstone Investment Advisors
2854
Capstone Investment Advisors
New York
– -$1.21M -25,599 Closed
GC
2855
Guardian Capital
Ontario, Canada
– -$1.2M -25,467 Closed
RA
2856
Rational Advisors
New York
– -$994K -21,033 Closed
AIC
2857
Ayalon Insurance Company
Israel
– -$991K -20,904 Closed
GA
2858
Goldstein Advisors
Wisconsin
– -$862K -18,237 Closed
MFS
2859
Monetta Financial Services
Illinois
– -$851K -18,000 Closed
EBSAM
2860
Eubel Brady & Suttman Asset Management
Ohio
– -$786K -16,632 Closed
SCI
2861
Stableford Capital II
Arizona
– -$784K -16,227 Closed
AGP
2862
Autumn Glory Partners
Texas
– -$705K -14,925 Closed
OFS
2863
Oldfather Financial Services
Nebraska
– -$677K -14,331 Closed
MIAS
2864
Mason Investment Advisory Services
Virginia
– -$592K -12,522 Closed
GWA
2865
GGM Wealth Advisors
Maryland
– -$608K -12,429 Closed
PI
2866
PEAK6 Investments
Illinois
– -$565K -11,946 Closed
DACS
2867
Dymon Asia Capital (Singapore)
Singapore
– -$560K -11,844 Closed
BWCS
2868
Beirne Wealth Consulting Services
Connecticut
– -$1.24M -10,743 Closed
WW
2869
Westshore Wealth
California
– -$449K -9,501 Closed
IFU
2870
iSAM Funds (UK)
United Kingdom
– -$435K -9,201 Closed
WA
2871
WESPAC Advisors
California
– -$412K -8,715 Closed
FA
2872
Fiducient Advisors
Illinois
– -$396K -8,337 Closed
WCM
2873
Wedge Capital Management
North Carolina
– -$387K -8,193 Closed
IIM
2874
Intact Investment Management
Quebec, Canada
– -$369K -7,800 Closed
I
2875
InceptionR
California
– -$355K -7,503 Closed
113 114
115
116 117