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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
MAP
401
Managed Asset Portfolios
Michigan
$20.3M -$2.46K -43 -0%
MYAM
402
Meiji Yasuda Asset Management
Japan
$20.2M -$3.73M -65,215 -16%
Vontobel Holding
403
Vontobel Holding
Switzerland
$20.2M +$2.04M +35,580 +12%
CB
404
Cadence Bank
Mississippi
$20.1M +$18.5K +324 +0.1%
SIC
405
Salem Investment Counselors
North Carolina
$20.1M -$304K -5,310 -2%
Rafferty Asset Management
406
Rafferty Asset Management
New York
$20.1M -$593K -10,358 -3%
MSRPS
407
Maryland State Retirement & Pension System
Maryland
$20M +$123K +2,149 +0.6%
NIM
408
Northeast Investment Management
Massachusetts
$20M +$176K +3,073 +0.9%
BMO
409
Beck Mack & Oliver
New York
$19.9M -$520K -9,080 -3%
FNT
410
First National Trust
Pennsylvania
$19.8M -$415K -7,251 -2%
CIG
411
Cullen Investment Group
Louisiana
$19.6M +$585K +10,222 +3%
Credit Agricole
412
Credit Agricole
France
$19.6M +$7.58M +132,423 +67%
IAA
413
Independent Advisor Alliance
North Carolina
$19.6M -$422K -7,370 -2%
KRS
414
Kentucky Retirement Systems
Kentucky
$19.6M -$992K -17,329 -5%
ACIM
415
Azimuth Capital Investment Management
Michigan
$19.5M -$909K -15,884 -5%
SDIC
416
South Dakota Investment Council
South Dakota
$19.5M -$349K -6,100 -2%
WT
417
Washington Trust
Rhode Island
$19.4M +$116K +2,035 +0.6%
WT
418
Whittier Trust
California
$19.3M -$422K -7,371 -2%
ELC
419
Edgar Lomax Company
Virginia
$19.3M +$18.3M +320,170 New
AAIM
420
Asset Advisors Investment Management
Georgia
$18.9M +$250K +4,374 +1%
Lido Advisors
421
Lido Advisors
California
$18.9M -$106K -1,856 -0.6%
BG
422
Bollard Group
Massachusetts
$18.7M +$65.1K +1,137 +0.4%
SIMG
423
Sonora Investment Management Group
Arizona
$18.7M +$368K +6,432 +2%
MGCM
424
Mane Global Capital Management
New York
$18.6M +$17.7M +309,556 New
CICI
425
Capital Investment Counsel Inc
North Carolina
$18.4M -$2.61M -45,691 -13%

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.