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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
Fiera Capital (Canada)
2976
Fiera Capital (Canada)
Quebec, Canada
– -$376K -7,182 Closed
B
2977
Barings
North Carolina
– -$373K -7,125 Closed
CA
2978
Crewe Advisors
Utah
– -$353K -6,732 Closed
TRIA
2979
Trail Ridge Investment Advisors
Colorado
– -$346K -6,600 Closed
AGC
2980
Aspen Grove Capital
Colorado
– -$342K -6,534 Closed
TFCP
2981
Twin Focus Capital Partners
Massachusetts
– -$334K -6,381 Closed
VF
2982
Virtu Financial
New York
– -$322K -6,153 Closed
SIC
2983
Schwartz Investment Counsel
Michigan
– -$322K -6,150 Closed
GCM
2984
Glaxis Capital Management
Florida
– -$314K -6,000 Closed
PTC
2985
Petrus Trust Company
Texas
– -$304K -5,793 Closed
CAM
2986
Congress Asset Management
Massachusetts
– -$291K -5,553 Closed
LCM
2987
Landscape Capital Management
New Jersey
– -$290K -5,532 Closed
AC
2988
Avory & Company
Florida
– -$284K -5,427 Closed
DCM
2989
Difesa Capital Management
New York
– -$272K -5,199 Closed
MFP
2990
Meridian Financial Partners
Virginia
– -$264K -5,037 Closed
WWM
2991
Windsor Wealth Management
Indiana
– -$254K -4,842 Closed
FNC
2992
First National Corp
Massachusetts
– -$250K -4,764 Closed
IIM
2993
Ipswich Investment Management
Massachusetts
– -$249K -4,758 Closed
TAIM
2994
TD Ameritrade Investment Management
Nebraska
– -$249K -4,758 Closed
EGWAG
2995
Elwood & Goetz Wealth Advisory Group
Georgia
– -$242K -4,611 Closed
FCA
2996
Fortis Capital Advisors
Kansas
– -$226K -4,323 Closed
SCA
2997
SMH Capital Advisors
Texas
– -$227K -4,323 Closed
CFA
2998
Camarda Financial Advisors
Florida
– -$223K -4,248 Closed
BBL
2999
Beck Bode LLC
Massachusetts
– -$220K -4,203 Closed
GBA
3000
Garrison Bradford & Associates
New York
– -$218K -4,164 Closed
117 118 119
120
121

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.