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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
Brown Advisory
376
Brown Advisory
Maryland
$22.9M -$1.35M -23,603 -6%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$22.9M +$857K +14,986 +4%
FACM
378
Forest Avenue Capital Management
Florida
$22.9M +$21.7M +379,900 New
Fidelity International
379
Fidelity International
Bermuda
$22.8M -$17.3M -302,443 -44%
SC
380
Shellback Capital
Massachusetts
$22.8M +$21.6M +378,300 New
KPWS
381
Kestra Private Wealth Services
Texas
$22.6M -$213K -3,726 -1%
DWM
382
Destination Wealth Management
California
$22.6M -$90.1K -1,574 -0.4%
AI
383
Atria Investments
North Carolina
$22.5M +$745K +13,029 +4%
CA
384
Cornerstone Advisors
North Carolina
$22.4M -$2.98M -52,100 -12%
SI
385
Symmetry Investments
Jersey
$22.4M +$3.92M +68,500 +23%
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$22.4M -$2.78M -48,644 -12%
BBA
387
Baader Bank Aktiengesellschaft
Germany
$22.1M -$246K -4,308 -1%
OPERF
388
Oregon Public Employees Retirement Fund
Oregon
$22M +$1.82M +31,888 +10%
GHA
389
GW Henssler & Associates
Georgia
$21.9M -$272K -4,761 -1%
BGIM
390
Brandywine Global Investment Management
Pennsylvania
$21.8M -$226K -3,944 -1%
BPWM
391
Badgley Phelps Wealth Managers
Washington
$21.8M -$347K -6,067 -2%
ACA
392
Aptus Capital Advisors
Alabama
$21.7M +$2.8M +48,938 +16%
GC
393
Guggenheim Capital
Illinois
$21.6M -$5.46M -95,349 -21%
HF
394
HRT Financial
New York
$21.3M -$3.83M -66,943 -16%
TRSOTSOK
395
Teachers Retirement System of the State of Kentucky
Kentucky
$21.2M -$796K -13,915 -4%
Capital Fund Management (CFM)
396
Capital Fund Management (CFM)
France
$20.9M -$2.6M -45,511 -12%
NEI
397
Northwest & Ethical Investments
Ontario, Canada
$20.8M +$4.34M +75,809 +28%
DADC
398
D.A. Davidson & Co
Montana
$20.8M +$59.7K +1,044 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
399
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.7M +$114K +2,001 +0.6%
LIM
400
Lathrop Investment Management
Arkansas
$20.6M +$59.7K +1,043 +0.3%

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.