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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
BC
351
Bartlett & Co
Ohio
$22.4M +$195K +3,663 +0.9%
PWP
352
Perfromance Wealth Partners
Illinois
$22.4M +$14.7M +275,895 +192%
NWM
353
Nicola Wealth Management
British Columbia, Canada
$22.1M -$7.18M -135,000 -25%
OC
354
Oakworth Capital
Alabama
$22M -$1.07M -20,199 -5%
Hudson Bay Capital Management
355
Hudson Bay Capital Management
Connecticut
$21.8M +$5.85M +109,890 +37%
AAS
356
Avantax Advisory Services
Texas
$21.7M +$364K +6,831 +2%
GIBU
357
Gulf International Bank (UK)
United Kingdom
$21.7M -$2.26M -42,411 -9%
Brown Advisory
358
Brown Advisory
Maryland
$21.7M +$326K +6,126 +2%
BCIM
359
British Columbia Investment Management
British Columbia, Canada
$21.6M +$128K +2,412 +0.6%
Macquarie Group
360
Macquarie Group
Australia
$21.5M +$1.79M +33,546 +9%
CTI
361
Community Trust & Investment
Kentucky
$20.8M -$12K -225 -0.1%
Canada Life
362
Canada Life
Manitoba, Canada
$20.7M +$16.1M +302,136 +354%
MYAM
363
Meiji Yasuda Asset Management
Japan
$20.6M +$3.4M +63,939 +20%
WIC
364
Willis Investment Counsel
Georgia
$20.6M -$6.88M -129,300 -25%
NCM
365
Novare Capital Management
North Carolina
$20.5M -$182K -3,414 -0.9%
BCM
366
Bridgeway Capital Management
Texas
$20.5M +$7.74M +145,449 +61%
TRSOTSOK
367
Teachers Retirement System of the State of Kentucky
Kentucky
$20.2M – – –
DWM
368
Destination Wealth Management
California
$20.2M -$93.9K -1,764 -0.5%
PA
369
Pinnacle Associates
New York
$20M +$179K +3,357 +0.9%
GHA
370
GW Henssler & Associates
Georgia
$19.9M -$423K -7,941 -2%
EMPI
371
Elo Mutual Pension Insurance
Finland
$19.8M +$311K +5,853 +2%
BGIM
372
Brandywine Global Investment Management
Pennsylvania
$19.7M -$527K -9,900 -3%
FNT
373
First National Trust
Pennsylvania
$19.7M -$348K -6,534 -2%
CF
374
Cantor Fitzgerald
New York
$19.4M +$16.9M +317,910 +679%
PCM
375
Prana Capital Management
Connecticut
$19.4M +$19.4M +364,116 New
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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.