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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
WF
326
Welch & Forbes
Massachusetts
$30.7M +$528K +9,232 +2%
ADEF
327
Adams Diversified Equity Fund
Maryland
$30.5M -$5.94M -103,800 -17%
BCI
328
Brinker Capital Investments
Pennsylvania
$30.4M +$316K +5,515 +1%
OPS
329
Orion Portfolio Solutions
Nebraska
$30.4M +$316K +5,515 +1%
Canada Life
330
Canada Life
Manitoba, Canada
$30.1M -$907K -15,856 -3%
FHA
331
First Horizon Advisors
Tennessee
$30M +$586K +10,246 +2%
PA
332
Paralel Advisors
Colorado
$29.8M
ATC
333
Argent Trust Co
Tennessee
$29.7M -$458K -8,004 -2%
OC
334
Oppenheimer & Co
New York
$29.6M +$173K +3,032 +0.6%
RIG
335
RiverFront Investment Group
Virginia
$29.5M -$1.3M -22,795 -4%
TIAA Trust, National Association
336
TIAA Trust, National Association
North Carolina
$29.5M -$1.03M -17,934 -4%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$28.9M +$1.8M +31,470 +7%
CFB
338
Cullen/Frost Bankers
Texas
$28.9M -$193K -3,371 -0.7%
IMPI
339
Ilmarinen Mutual Pension Insurance
Finland
$28.9M +$2.37M +41,500 +9%
AAS
340
Avantax Advisory Services
Texas
$28.7M +$3.49M +60,975 +15%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$28.5M +$69.3K +1,211 +0.3%
NMIFOAC
342
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$28.5M
Massachusetts Financial Services
343
Massachusetts Financial Services
Massachusetts
$28.3M -$341K -5,963 -1%
AWM
344
Absher Wealth Management
North Carolina
$28M -$89.5K -1,565 -0.3%
FFM
345
Fullerton Fund Management
Singapore
$27.6M +$26.3M +458,834 New
GC
346
Gratus Capital
Georgia
$27.5M +$1.87M +32,672 +8%
MCM
347
MAI Capital Management
Ohio
$27.4M +$7.68M +134,302 +42%
IMRF
348
Illinois Municipal Retirement Fund
Illinois
$27.3M -$7.41M -129,511 -22%
CCB
349
Country Club Bank
Missouri
$26.7M -$191K -3,340 -0.7%
Wealthfront Advisers
350
Wealthfront Advisers
California
$26.5M +$963K +16,822 +4%

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.