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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
X
301
Xponance
Pennsylvania
$35.6M +$2.26M +39,556 +7%
EB
302
Eastern Bank
Massachusetts
$35.5M -$1.39M -24,327 -4%
WI
303
Wafra Inc
New York
$35.5M
KIA
304
KCM Investment Advisors
California
$35.3M +$1.37M +23,951 +4%
NYLIM
305
New York Life Investment Management
New York
$35.2M -$1.26M -22,077 -4%
PCIA
306
Prime Capital Investment Advisors
Kansas
$35.2M -$4.61M -80,594 -12%
HIMC
307
Heritage Investors Management Corp
Maryland
$34.6M -$526K -9,188 -2%
DILIC
308
Dai-ichi Life Insurance Company
Japan
$34.3M -$6.18M -108,059 -16%
RJT
309
Raymond James Trust
Florida
$33.9M +$280K +4,896 +0.9%
DAM
310
Delta Asset Management
Tennessee
$33.8M -$166K -2,905 -0.5%
KCM
311
Kornitzer Capital Management
Kansas
$33.2M -$151K -2,632 -0.5%
SOADOR
312
State of Alaska Department of Revenue
Alaska
$33.2M -$1.05M -18,340 -3%
HWA
313
Heritage Wealth Advisors
Virginia
$33M +$549K +9,594 +2%
BPA
314
Beacon Pointe Advisors
California
$33M +$544K +9,503 +2%
MIF
315
Mediolanum International Funds
Ireland
$32.9M +$31M +541,399 New
WG
316
Winton Group
United Kingdom
$32.6M +$24.6M +430,715 +385%
USAA
317
United Services Automobile Association
Texas
$32.6M -$112K -1,963 -0.4%
CTC
318
Central Trust Company
Missouri
$32.5M -$616K -10,770 -2%
BCIM
319
British Columbia Investment Management
British Columbia, Canada
$32M +$1.2M +20,971 +4%
CA
320
Cetera Advisors
Colorado
$32M +$18.2M +318,893 +150%
VI
321
Vestcor Inc
New Brunswick, Canada
$31.7M -$1.96M -34,335 -6%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$31.6M -$5.81M -101,464 -16%
FFB
323
First Financial Bankshares
Texas
$31.2M -$20K -349 -0.1%
BS
324
Banco Santander
Spain
$30.9M +$4.98M +87,053 +20%
QCM
325
Quantinno Capital Management
New York
$30.8M +$14.6M +254,512 +99%

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.