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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 %
FACM
376
Forest Avenue Capital Management
Florida
$22.9M +$22.9M +379,900 New
Fidelity International
377
Fidelity International
Bermuda
$22.8M -$18.2M -302,443 -44%
SC
378
Shellback Capital
Massachusetts
$22.8M +$22.8M +378,300 New
KPWS
379
Kestra Private Wealth Services
Texas
$22.6M -$224K -3,726 -1%
DWM
380
Destination Wealth Management
California
$22.6M -$94.7K -1,574 -0.4%
AI
381
Atria Investments
North Carolina
$22.5M +$784K +13,029 +4%
CA
382
Cornerstone Advisors
North Carolina
$22.4M -$3.13M -52,100 -12%
SI
383
Symmetry Investments
Jersey
$22.4M +$4.12M +68,500 +23%
Pacer Advisors
384
Pacer Advisors
Pennsylvania
$22.4M -$2.93M -48,644 -12%
BBA
385
Baader Bank Aktiengesellschaft
Germany
$22.1M -$259K -4,308 -1%
OPERF
386
Oregon Public Employees Retirement Fund
Oregon
$22M +$1.92M +31,888 +10%
GHA
387
GW Henssler & Associates
Georgia
$21.9M -$286K -4,761 -1%
BGIM
388
Brandywine Global Investment Management
Pennsylvania
$21.8M -$237K -3,944 -1%
BPWM
389
Badgley Phelps Wealth Managers
Washington
$21.8M -$366K -6,067 -2%
ACA
390
Aptus Capital Advisors
Alabama
$21.7M +$2.94M +48,938 +16%
GC
391
Guggenheim Capital
Illinois
$21.6M -$5.74M -95,349 -21%
HF
392
HRT Financial
New York
$21.3M -$4.03M -66,943 -16%
TRSOTSOK
393
Teachers Retirement System of the State of Kentucky
Kentucky
$21.2M -$837K -13,915 -4%
Capital Fund Management (CFM)
394
Capital Fund Management (CFM)
France
$20.9M -$2.74M -45,511 -12%
NEI
395
Northwest & Ethical Investments
Ontario, Canada
$20.8M +$4.56M +75,809 +28%
DADC
396
D.A. Davidson & Co
Montana
$20.8M +$62.8K +1,044 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.7M +$120K +2,001 +0.6%
LIM
398
Lathrop Investment Management
Arkansas
$20.6M +$62.8K +1,043 +0.3%
MAP
399
Managed Asset Portfolios
Michigan
$20.3M -$2.59K -43 -0%
MYAM
400
Meiji Yasuda Asset Management
Japan
$20.2M -$3.92M -65,215 -16%
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