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Walmart

3,057 hedge funds and large institutions have $149B invested in Walmart in 2023 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 1,156 increasing their positions, 1,166 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
+151
Holders Change %
+5.2%
% of All Funds
44.82%
Holding in Top 10
91
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-30%
% of All Funds
1.33%
New
348
Increased
1,156
Reduced
1,166
Closed
151
Calls
$3.76B
Puts
$3.41B
Net Calls
+$352M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
26
UBS AM
Illinois
$1.05B -$50.2M -955,098 -5%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$917M +$167M +3,171,432 +22%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$806M -$20.5M -390,330 -2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$789M +$190M +3,603,648 +32%
Franklin Resources
30
Franklin Resources
California
$743M +$17.4M +331,518 +2%
UBS Group
31
UBS Group
Switzerland
$734M -$53.9M -1,024,803 -7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$730M -$21.2M -404,100 -3%
Barclays
33
Barclays
United Kingdom
$717M +$9.39M +178,740 +1%
RJA
34
Raymond James & Associates
Florida
$708M +$31.6M +601,623 +5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$697M -$3.78M -71,886 -0.5%
Amundi
36
Amundi
France
$690M +$48.5M +914,136 +8%
Stifel Financial
37
Stifel Financial
Missouri
$668M +$101M +1,931,448 +18%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$651M -$127M -2,411,040 -16%
BI
39
BlueSpruce Investments
Illinois
$568M +$568M +10,816,725 New
HSBC Holdings
40
HSBC Holdings
United Kingdom
$506M -$20M -380,643 -4%
Boston Partners
41
Boston Partners
Massachusetts
$492M -$29.7M -563,901 -6%
Gates Foundation Trust
42
Gates Foundation Trust
Washington
$478M
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$457M -$25.6M -487,353 -5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$435M -$3.06M -58,296 -0.7%
CWP
45
Capital Wealth Planning
Florida
$434M +$99.8M +1,898,631 +30%
Marshall Wace
46
Marshall Wace
United Kingdom
$432M -$291M -5,540,052 -40%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
$406M -$213M -4,060,182 -34%
Bessemer Group
48
Bessemer Group
New Jersey
$404M -$4.54M -86,412 -1%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$402M -$5.04M -95,928 -1%
BA
50
Bridgewater Associates
Connecticut
$401M -$23.4M -445,065 -6%