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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
HA
501
Hamel Associates
New Jersey
$14.4M -$29.2K -510 -0.2%
ASN
502
Advisory Services Network
Georgia
$14.2M +$464K +8,106 +4%
PP
503
Patten & Patten
Tennessee
$14.2M +$689K +12,035 +5%
FSA
504
Franklin Street Advisors
North Carolina
$14.1M -$47K -821 -0.3%
SB
505
Simmons Bank
Arkansas
$14.1M +$77.2K +1,350 +0.6%
Kovitz Investment Group Partners
506
Kovitz Investment Group Partners
Illinois
$13.9M +$2.34M +40,833 +21%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$13.8M -$303K -5,296 -2%
CIA
508
Concurrent Investment Advisors
Florida
$13.7M -$980K -17,119 -7%
JMFC
509
J.M. Forbes & Co
Massachusetts
$13.7M -$245K -4,285 -2%
LCS
510
Levin Capital Strategies
New York
$13.7M +$209K +3,644 +2%
OIA
511
OneDigital Investment Advisors
Kansas
$13.7M -$30.7K -537 -0.2%
EWM
512
Edge Wealth Management
New York
$13.4M -$149K -2,607 -1%
MFIM
513
Mesirow Financial Investment Management
Illinois
$13.4M +$174K +3,034 +1%
CA
514
CSM Advisors
Pennsylvania
$13.4M -$117K -2,040 -0.9%
TA
515
Townsend & Associates
Colorado
$13.3M +$294K +5,132 +2%
AWM
516
Axxcess Wealth Management
California
$13.3M -$1.74M -30,489 -12%
CIC
517
Carnegie Investment Counsel
Ohio
$13.2M +$1.1M +19,218 +10%
EAM
518
Eagle Asset Management
Florida
$13M +$3.18M +55,606 +34%
NMERB
519
New Mexico Educational Retirement Board
New Mexico
$13M -$189K -3,300 -2%
JIR
520
James Investment Research
Ohio
$12.9M -$380K -6,642 -3%
CIA
521
Choate Investment Advisors
Massachusetts
$12.8M +$3.28M +57,323 +37%
SC
522
Savant Capital
Illinois
$12.7M +$1.53M +26,820 +15%
LA
523
Lynch & Associates
Indiana
$12.7M -$637K -11,129 -5%
CA
524
Callahan Advisors
Texas
$12.6M +$37.1K +649 +0.3%
QC
525
Quadrature Capital
United Kingdom
$12.6M -$12.2M -213,442 -51%

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.