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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 %
Vontobel Holding
401
Vontobel Holding
Switzerland
$20.2M +$2.14M +35,580 +12%
CB
402
Cadence Bank
Mississippi
$20.1M +$19.5K +324 +0.1%
SIC
403
Salem Investment Counselors
North Carolina
$20.1M -$320K -5,310 -2%
Rafferty Asset Management
404
Rafferty Asset Management
New York
$20.1M -$623K -10,358 -3%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$20M +$128K +2,149 +0.6%
NIM
406
Northeast Investment Management
Massachusetts
$20M +$185K +3,073 +0.9%
BMO
407
Beck Mack & Oliver
New York
$19.9M -$546K -9,080 -3%
FNT
408
First National Trust
Pennsylvania
$19.8M -$436K -7,251 -2%
CIG
409
Cullen Investment Group
Louisiana
$19.6M +$605K +10,222 +3%
Credit Agricole
410
Credit Agricole
France
$19.6M +$7.85M +132,423 +67%
IAA
411
Independent Advisor Alliance
North Carolina
$19.6M -$443K -7,370 -2%
KRS
412
Kentucky Retirement Systems
Kentucky
$19.6M -$1.04M -17,329 -5%
ACIM
413
Azimuth Capital Investment Management
Michigan
$19.5M -$956K -15,884 -5%
SDIC
414
South Dakota Investment Council
South Dakota
$19.5M -$367K -6,100 -2%
WT
415
Washington Trust
Rhode Island
$19.4M +$122K +2,035 +0.6%
WT
416
Whittier Trust
California
$19.3M -$444K -7,371 -2%
ELC
417
Edgar Lomax Company
Virginia
$19.3M +$19.3M +320,170 New
AAIM
418
Asset Advisors Investment Management
Georgia
$18.9M +$263K +4,374 +1%
Lido Advisors
419
Lido Advisors
California
$18.9M -$112K -1,856 -0.6%
BG
420
Bollard Group
Massachusetts
$18.7M +$68.4K +1,137 +0.4%
SIMG
421
Sonora Investment Management Group
Arizona
$18.7M +$387K +6,432 +2%
MGCM
422
Mane Global Capital Management
New York
$18.6M +$18.6M +309,556 New
CICI
423
Capital Investment Counsel Inc
North Carolina
$18.4M -$2.75M -45,691 -13%
HWM
424
HB Wealth Management
Georgia
$18.4M +$840K +13,968 +5%
PCH
425
Polar Capital Holdings
United Kingdom
$18.2M +$11.7M +193,629 +179%
15 16
17
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