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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
PCOC
3226
Power Corp of Canada
Canada
-$4.73M -90,015 Closed
KHCM
3227
Kettle Hill Capital Management
New York
-$4.39M -83,553 Closed
IP
3228
Interval Partners
New York
-$3.74M -71,169 Closed
DA
3229
Duality Advisers
Florida
-$3.33M -63,300 Closed
SAG
3230
SageView Advisory Group
California
-$3.36M -60,846 Closed
GPTE
3231
Generali Powszechne Towarzystwo Emerytalne
Poland
-$3.17M -60,354 Closed
LAM
3232
LECAP Asset Management
United Kingdom
-$2.78M -52,902 Closed
MC
3233
Maverick Capital
Texas
-$2.38M -45,345 Closed
KHLMTHM
3234
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$2.19M -41,481 Closed
NFG
3235
Norris Financial Group
South Carolina
-$1.71M -32,634 Closed
MTIM
3236
Marathon Trading Investment Management
Pennsylvania
-$1.58M -30,000 Closed
SM
3237
Sciencast Management
New Jersey
-$1.56M -29,604 Closed
BHCM
3238
Brevan Howard Capital Management
Jersey
-$1.47M -27,888 Closed
PVH
3239
Psagot Value Holdings
Israel
-$956K -18,210 Closed
WAM
3240
Wolverine Asset Management
Illinois
-$1M -17,508 Closed
ACC
3241
Acorn Creek Capital
Colorado
-$914K -17,385 Closed
PWH
3242
Priebe Wealth Holdings
Minnesota
-$891K -16,950 Closed
AF
3243
Ally Financial
Michigan
-$867K -16,500 Closed
WCM
3244
Winthrop Capital Management
Indiana
-$823K -15,660 Closed
GWS
3245
Glassman Wealth Services
Virginia
-$764K -14,532 Closed
ET
3246
Entropy Technologies
New York
-$753K -14,322 Closed
KI
3247
Kapitalo Investimentos
Brazil
-$249K -14,199 Closed
MFG
3248
Menard Financial Group
Texas
-$740K -14,082 Closed
TI
3249
Truepoint Inc
Ohio
-$679K -12,927 Closed
PP
3250
Paloma Partners
Connecticut
-$728K -12,726 Closed

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.