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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
451
ExodusPoint Capital Management
New York
$11M -$3.91M -82,671 -26%
HFS
452
Hantz Financial Services
Michigan
$11M +$679K +14,364 +7%
SBH
453
Segall Bryant & Hamill
Illinois
$11M +$201K +4,260 +2%
Dodge & Cox
454
Dodge & Cox
California
$10.9M -$1.14M -24,030 -9%
FG
455
Fiduciary Group
Georgia
$10.9M -$227K -4,806 -2%
EWM
456
Edge Wealth Management
New York
$10.9M -$1.34M -28,515 -11%
Pacer Advisors
457
Pacer Advisors
Pennsylvania
$10.9M +$8.4M +177,666 +337%
LDB
458
Lee, Danner & Bass
Tennessee
$10.9M -$119K -2,523 -1%
VWM
459
Venturi Wealth Management
Texas
$10.8M -$1.29M -27,237 -11%
SW
460
SVB Wealth
Massachusetts
$10.8M -$150K -3,180 -1%
AWAG
461
ARS Wealth Advisors Group
Florida
$10.8M -$1M -21,204 -9%
MA
462
Montag & Associates
Georgia
$10.8M -$650K -13,704 -6%
EDRH
463
Edmond de Rothschild Holding
Switzerland
$10.7M -$3.09M -65,421 -22%
AWS
464
Atria Wealth Solutions
New York
$10.7M +$177K +3,723 +2%
LA
465
Lynch & Associates
Indiana
$10.7M -$107K -2,265 -1%
KPWS
466
Kestra Private Wealth Services
Texas
$10.6M +$858K +18,147 +9%
SMI
467
Shelter Mutual Insurance
Missouri
$10.5M – – –
VanEck Associates
468
VanEck Associates
New York
$10.5M -$4.27M -90,327 -29%
TF
469
Tompkins Financial
New York
$10.5M -$256K -5,415 -2%
BBHC
470
Brown Brothers Harriman & Co
New York
$10.5M -$318K -6,732 -3%
CIA
471
CCM Investment Advisers
South Carolina
$10.4M -$397K -8,397 -4%
BCM
472
Buckhead Capital Management
Georgia
$10.3M -$53.3K -1,128 -0.5%
QIM
473
Quantitative Investment Management
Virginia
$10.3M +$10.3M +217,284 New
M1FG
474
Mach-1 Financial Group
Arkansas
$10.3M +$4.52M +95,571 +79%
GWM
475
GDS Wealth Management
Texas
$10.2M -$357K -7,560 -3%
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