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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
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$26.5M -$182K -3,180 -0.7%
BCM
352
Bridgeway Capital Management
Texas
$26.3M +$169K +2,957 +0.7%
CIC
353
Crawford Investment Counsel
Georgia
$26.3M -$252K -4,400 -1%
Walleye Capital
354
Walleye Capital
New York
$26.1M +$575K +10,045 +2%
BP
355
BNP Paribas
France
$26.1M +$24.1M +421,676 New
UH
356
Unigestion Holding
Switzerland
$25.8M -$29.2M -510,775 -54%
Lazard Asset Management
357
Lazard Asset Management
New York
$25.6M +$12.2M +212,831 +100%
PWP
358
Perfromance Wealth Partners
Illinois
$25.1M +$150K +2,622 +0.6%
CGH
359
Crossmark Global Holdings
Texas
$25M -$2.6M -45,497 -10%
OC
360
Oakworth Capital
Alabama
$24.9M +$270K +4,720 +1%
BCWM
361
Bartlett & Co Wealth Management
Ohio
$24.8M -$313K -5,479 -1%
NCM
362
Novare Capital Management
North Carolina
$24.7M +$1.1M +19,179 +5%
Jacobs Levy Equity Management
363
Jacobs Levy Equity Management
New Jersey
$24.6M +$23.4M +408,282 New
EMPI
364
Elo Mutual Pension Insurance
Finland
$24.4M +$1.04M +18,159 +5%
SC
365
Sapient Capital
Indiana
$24.2M -$434K -7,580 -2%
GG
366
Greenwood Gearhart
Arkansas
$24M +$301K +5,256 +1%
PCM
367
Prana Capital Management
Connecticut
$23.6M +$6.1M +106,655 +37%
VPIM
368
Vanguard Personalized Indexing Management
California
$23.3M +$3.86M +67,376 +21%
CTI
369
Community Trust & Investment
Kentucky
$23.3M -$123K -2,149 -0.6%
Macquarie Group
370
Macquarie Group
Australia
$23.2M -$5.64M -98,640 -14%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$23.2M +$608K +10,633 +3%
WIC
372
Willis Investment Counsel
Georgia
$23.2M -$2.58K -45 -0%
LIP
373
Lighthouse Investment Partners
Florida
$23M -$5.23M -91,438 -19%
GI
374
Gradient Investments
Minnesota
$23M +$1.95M +34,081 +10%
PA
375
Pinnacle Associates
New York
$22.9M -$267K -4,664 -1%

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.