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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
276
DnB Asset Management
Norway
$41.6M -$9.3M -154,577 -18%
SH
277
Svenska Handelsbanken
Sweden
$41.3M +$41.3M +686,635 New
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$41.1M -$20.7M -344,662 -34%
DIA
279
Davidson Investment Advisors
Montana
$40.9M -$785K -13,049 -2%
WA
280
WestEnd Advisors
North Carolina
$39.6M -$683K -11,345 -2%
KAS
281
Kestra Advisory Services
Texas
$39.5M +$4.6M +76,434 +13%
PAG
282
Private Advisor Group
New Jersey
$38.7M -$1.42M -23,598 -4%
MBI
283
Montrusco Bolton Investments
Quebec, Canada
$38.6M -$267M -4,435,616 -87%
SFA
284
Sequoia Financial Advisors
Ohio
$38.6M -$258K -4,293 -0.7%
BF
285
BOK Financial
Oklahoma
$38.4M +$316K +5,261 +0.8%
PR
286
Payden & Rygel
California
$38.3M +$15.6M +258,900 +69%
PRIG
287
Payden & Rygel Investment Group
California
$38.3M +$38.3M +636,000 New
Man Group
288
Man Group
United Kingdom
$37.5M +$10.7M +177,770 +40%
Squarepoint
289
Squarepoint
New York
$37M -$1.62M -26,873 -4%
CTB
290
Country Trust Bank
Illinois
$36.9M +$2.13M +35,373 +6%
BFS
291
Bard Financial Services
Connecticut
$36.9M +$165K +2,750 +0.5%
AAM
292
Advisors Asset Management
Colorado
$36.7M +$4.25M +70,700 +13%
RWP
293
RWA Wealth Partners
Massachusetts
$36.5M +$2.53M +42,087 +7%
BBVA
294
Banco Bilbao Vizcaya Argentaria
Spain
$36.4M -$1.74M -29,000 -5%
SG Americas Securities
295
SG Americas Securities
New York
$36.3M +$24M +399,521 +196%
BAM
296
Berkshire Asset Management
Pennsylvania
$35.9M -$93.1K -1,548 -0.3%
MOACM
297
Mutual of America Capital Management
New York
$35.7M -$536K -8,907 -1%
CP
298
Cumberland Partners
Ontario, Canada
$35.7M +$31.3M +520,156 +715%
X
299
Xponance
Pennsylvania
$35.6M +$2.38M +39,556 +7%
EB
300
Eastern Bank
Massachusetts
$35.5M -$1.46M -24,327 -4%
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