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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
351
Crawford Investment Counsel
Georgia
$26.3M -$265K -4,400 -1%
Walleye Capital
352
Walleye Capital
New York
$26.1M +$604K +10,045 +2%
BP
353
BNP Paribas
France
$26.1M +$26.1M +421,676 New
UH
354
Unigestion Holding
Switzerland
$25.8M -$30.7M -510,775 -54%
Lazard Asset Management
355
Lazard Asset Management
New York
$25.6M +$12.8M +212,831 +100%
PWP
356
Perfromance Wealth Partners
Illinois
$25.1M +$158K +2,622 +0.6%
CGH
357
Crossmark Global Holdings
Texas
$25M -$2.74M -45,497 -10%
OC
358
Oakworth Capital
Alabama
$24.9M +$284K +4,720 +1%
BCWM
359
Bartlett & Co Wealth Management
Ohio
$24.8M -$331K -5,479 -1%
NCM
360
Novare Capital Management
North Carolina
$24.7M +$1.15M +19,179 +5%
Jacobs Levy Equity Management
361
Jacobs Levy Equity Management
New Jersey
$24.6M +$24.6M +408,282 New
EMPI
362
Elo Mutual Pension Insurance
Finland
$24.4M +$1.09M +18,159 +5%
SC
363
Sapient Capital
Indiana
$24.2M -$458K -7,580 -2%
GG
364
Greenwood Gearhart
Arkansas
$24M +$316K +5,256 +1%
PCM
365
Prana Capital Management
Connecticut
$23.6M +$6.42M +106,655 +37%
VPIM
366
Vanguard Personalized Indexing Management
California
$23.3M +$4.05M +67,376 +21%
CTI
367
Community Trust & Investment
Kentucky
$23.3M -$129K -2,149 -0.6%
Macquarie Group
368
Macquarie Group
Australia
$23.2M -$3.64M -98,640 -14%
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$23.2M +$640K +10,633 +3%
WIC
370
Willis Investment Counsel
Georgia
$23.2M -$2.71K -45 -0%
LIP
371
Lighthouse Investment Partners
Florida
$23M -$5.5M -91,438 -19%
GI
372
Gradient Investments
Minnesota
$23M +$2.05M +34,081 +10%
PA
373
Pinnacle Associates
New York
$22.9M -$281K -4,664 -1%
Brown Advisory
374
Brown Advisory
Maryland
$22.9M -$1.42M -23,603 -6%
GIBU
375
Gulf International Bank (UK)
United Kingdom
$22.9M +$902K +14,986 +4%
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