Walmart Inc
WMT
3,083 hedge funds and large institutions have $149B invested in Walmart Inc in 2023 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 1,162 increasing their positions, 1,173 reducing their positions, and 151 closing their positions.
137% more first-time investments, than exits
New positions opened: 358 | Existing positions closed: 151
10% more call options, than puts
Call options by funds: $3.76B | Put options by funds: $3.41B
6% more funds holding
Funds holding: 2,922 → 3,083 (+161)
2.81% more ownership
Funds ownership: 102.57% → 105.38% (+2.8%)
1% more capital invested
Capital invested by funds: $147B → $149B (+$1.89B)
1% less repeat investments, than reductions
Existing positions increased: 1,162 | Existing positions reduced: 1,173
29% less funds holding in top 10
Funds holding in top 10: 132 → 94 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.23B |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$572M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$414M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$341M |
| 5 |
Goldman Sachs
New York
|
+$270M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$891M |
| 2 |
State Street
Boston,
Massachusetts
|
-$582M |
| 3 |
BlackRock
New York
|
-$396M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$293M |
| 5 |
Holocene Advisors
New York
|
-$253M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
3226
EARNEST Partners
Atlanta,
Georgia
| – | -$110K | -2,061 | Closed |
|
|
MS
3227
Mizuho Securities
Tokyo,
Japan
| – | -$106K | -1,980 | Closed |
|
|
QL
3228
Quarry LP
New York
| – | -$103K | -1,932 | Closed |
|
|
HFM
3229
Harvest Fund Management
Beijing,
China
| – | -$57K | -1,074 | Closed |
|
|
MIA
3230
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$41.3K | -774 | Closed |
|
|
KC
3231
Kepos Capital
New York
| – | -$40K | -750 | Closed |
|
|
MAM
3232
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$34.5K | -648 | Closed |
|
|
AWA
3233
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$24.8K | -465 | Closed |
|
|
RW
3234
RVW Wealth
Los Angeles,
California
| – | -$16K | -300 | Closed |
|
|
SIA
3235
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$12K | -225 | Closed |
|
|
HWP
3236
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$9.92K | -186 | Closed |
|
|
AWA
3237
Artemis Wealth Advisors
New York
| – | -$4.2K | -78 | Closed |
|
WMT Hedge Fund Activity: Q4 2023 in Review
3,083 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2023, worth a combined $149B — up 1.3% from $147B a quarter earlier.
Buyers outnumbered sellers: 358 funds opened new WMT positions and 151 closed out — a net gain of 207 holders — while 1,162 added to existing stakes and 1,173 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.23B. The largest seller was DZ Bank, cutting an estimated $891M.
- 3,083 institutional investors held Walmart Inc (WMT) as of Q4 2023, up from 2,922 in Q3 2023.
- Funds reported $149B of Walmart Inc stock for Q4 2023, up 1.3% quarter-over-quarter.
- 358 funds opened new Walmart Inc positions in Q4 2023 and 151 closed out, a net change of +207 holders.
- The largest Walmart Inc buyer in Q4 2023 was Morgan Stanley, an estimated $4.23B added.
- The largest Walmart Inc seller in Q4 2023 was DZ Bank, an estimated $891M sold.
Based on aggregated 13F filings for Q4 2023.