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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 %
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$13.9M +$2.46M +40,833 +21%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$13.8M -$319K -5,296 -2%
CIA
503
Concurrent Investment Advisors
Florida
$13.7M -$1.03M -17,119 -7%
JMFC
504
J.M. Forbes & Co
Massachusetts
$13.7M -$258K -4,285 -2%
LCS
505
Levin Capital Strategies
New York
$13.7M +$219K +3,644 +2%
OIA
506
OneDigital Investment Advisors
Kansas
$13.7M -$32.3K -537 -0.2%
EWM
507
Edge Wealth Management
New York
$13.4M -$157K -2,607 -1%
MFIM
508
Mesirow Financial Investment Management
Illinois
$13.4M +$183K +3,034 +1%
CA
509
CSM Advisors
Pennsylvania
$13.4M -$123K -2,040 -0.9%
TA
510
Townsend & Associates
Colorado
$13.3M +$303K +5,132 +2%
AWM
511
Axxcess Wealth Management
California
$13.3M -$1.83M -30,489 -12%
CIC
512
Carnegie Investment Counsel
Ohio
$13.2M +$1.16M +19,218 +10%
EAM
513
Eagle Asset Management
Florida
$13M +$3.34M +55,606 +34%
NMERB
514
New Mexico Educational Retirement Board
New Mexico
$13M -$199K -3,300 -2%
JIR
515
James Investment Research
Ohio
$12.9M -$400K -6,642 -3%
CIA
516
Choate Investment Advisors
Massachusetts
$12.8M +$3.45M +57,323 +37%
SC
517
Savant Capital
Illinois
$12.7M +$1.61M +26,820 +15%
LA
518
Lynch & Associates
Indiana
$12.7M -$670K -11,129 -5%
CA
519
Callahan Advisors
Texas
$12.6M +$39.1K +649 +0.3%
QC
520
Quadrature Capital
United Kingdom
$12.6M -$12.8M -213,442 -51%
Dodge & Cox
521
Dodge & Cox
California
$12.4M -$156K -2,600 -1%
AHB
522
Abner Herrman & Brock
New Jersey
$12.3M +$325K +5,403 +3%
SW
523
Simplicity Wealth
New Jersey
$12.3M +$9.87M +164,074 +414%
LI
524
LMCG Investments
Massachusetts
$12.2M -$40.4K -672 -0.3%
MGP
525
Metis Global Partners
California
$12.2M +$90.9K +1,511 +0.8%
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