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Walmart Inc
WMT

2,921 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,315 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,315 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,876 → 2,921 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,921
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.36%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,315
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2926
PointState Capital
New York
– -$107M -2,051,715 Closed
IP
2927
Interval Partners
New York
– -$81.9M -1,563,000 Closed
CCM
2928
Candlestick Capital Management
Connecticut
– -$59.9M -1,143,876 Closed
Voloridge Investment Management
2929
Voloridge Investment Management
Florida
– -$41.1M -785,028 Closed
QC
2930
Quadrature Capital
United Kingdom
– -$18.2M -346,812 Closed
MC
2931
Maplelane Capital
New York
– -$17.8M -339,000 Closed
WorldQuant Millennium Advisors
2932
WorldQuant Millennium Advisors
New York
– -$16.4M -312,492 Closed
SFI
2933
Susquehanna Fundamental Investments
Pennsylvania
– -$15.9M -302,907 Closed
TI
2934
Trexquant Investment
Connecticut
– -$15.5M -294,987 Closed
BC
2935
Brookfield Corp
Ontario, Canada
– -$12.8M -243,417 Closed
Capital Fund Management (CFM)
2936
Capital Fund Management (CFM)
France
– -$12.4M -233,946 Closed
KWILP
2937
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$9.36M -178,611 Closed
RP
2938
Regal Partners
Australia
– -$8.69M -165,942 Closed
V
2939
Veritable
Delaware
– -$7.18M -137,088 Closed
UFG
2940
United Fire Group
Iowa
– -$6.99M -133,500 Closed
NFAM
2941
North Fourth Asset Management
New Jersey
– -$5.66M -108,000 Closed
VAS
2942
Vestmark Advisory Solutions
Massachusetts
– -$4.76M -90,912 Closed
CWM
2943
Cordatus Wealth Management
Pennsylvania
– -$4.35M -83,100 Closed
BCM
2944
Bayesian Capital Management
New York
– -$3.49M -66,600 Closed
CM
2945
Caption Management
Oklahoma
– -$3.42M -65,256 Closed
MA
2946
MYDA Advisors
New York
– -$3.14M -60,000 Closed
RCAP
2947
Resolute Capital Asset Partners
Colorado
– -$3.14M -60,000 Closed
CC
2948
Carlson Capital
Texas
– -$2.91M -55,500 Closed
CIAS
2949
CFS Investment Advisory Services
New Jersey
– -$2.67M -50,985 Closed
QT
2950
Quantbot Technologies
New York
– -$2.47M -47,121 Closed
116 117
118
119 120

WMT Hedge Fund Activity: Q3 2023 in Review

2,921 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,315 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,921 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,876 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.