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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
276
Fairview Capital Investment Management
California
$41.9M -$1.02M -17,774 -2%
DnB Asset Management
277
DnB Asset Management
Norway
$41.6M -$8.84M -154,577 -18%
SH
278
Svenska Handelsbanken
Sweden
$41.3M +$39.3M +686,635 New
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$41.1M -$19.7M -344,662 -34%
DIA
280
Davidson Investment Advisors
Montana
$40.9M -$747K -13,049 -2%
WA
281
WestEnd Advisors
North Carolina
$39.6M -$649K -11,345 -2%
KAS
282
Kestra Advisory Services
Texas
$39.5M +$4.37M +76,434 +13%
PAG
283
Private Advisor Group
New Jersey
$38.7M -$1.35M -23,598 -4%
MBI
284
Montrusco Bolton Investments
Quebec, Canada
$38.6M -$254M -4,435,616 -87%
SFA
285
Sequoia Financial Advisors
Ohio
$38.6M -$246K -4,293 -0.7%
BF
286
BOK Financial
Oklahoma
$38.4M +$301K +5,261 +0.8%
PR
287
Payden & Rygel
California
$38.3M +$14.8M +258,900 +69%
PRIG
288
Payden & Rygel Investment Group
California
$38.3M +$36.4M +636,000 New
Man Group
289
Man Group
United Kingdom
$37.5M +$10.2M +177,770 +40%
Squarepoint
290
Squarepoint
New York
$37M -$1.54M -26,873 -4%
CTB
291
Country Trust Bank
Illinois
$36.9M +$2.02M +35,373 +6%
BFS
292
Bard Financial Services
Connecticut
$36.9M +$157K +2,750 +0.5%
AAM
293
Advisors Asset Management
Colorado
$36.7M +$4.05M +70,700 +13%
HC
294
Henshaw Capital
Massachusetts
$36.7M
RWP
295
RWA Wealth Partners
Massachusetts
$36.5M +$2.41M +42,087 +7%
BBVA
296
Banco Bilbao Vizcaya Argentaria
Spain
$36.4M -$1.66M -29,000 -5%
SG Americas Securities
297
SG Americas Securities
New York
$36.3M +$22.9M +399,521 +196%
BAM
298
Berkshire Asset Management
Pennsylvania
$35.9M -$88.6K -1,548 -0.3%
MOACM
299
Mutual of America Capital Management
New York
$35.7M -$510K -8,907 -1%
CP
300
Cumberland Partners
Ontario, Canada
$35.7M +$29.8M +520,156 +715%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.