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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
Dodge & Cox
526
Dodge & Cox
California
$12.4M -$149K -2,600 -1%
AHB
527
Abner Herrman & Brock
New Jersey
$12.3M +$309K +5,403 +3%
SW
528
Simplicity Wealth
New Jersey
$12.3M +$9.39M +164,074 +414%
LI
529
LMCG Investments
Massachusetts
$12.2M -$38.5K -672 -0.3%
MGP
530
Metis Global Partners
California
$12.2M +$86.5K +1,511 +0.8%
FG
531
Fiduciary Group
Georgia
$12.1M -$97.6K -1,705 -0.8%
NPT
532
Nixon Peabody Trust
Massachusetts
$12.1M +$394K +6,880 +4%
CIA
533
CCM Investment Advisers
South Carolina
$12.1M +$268K +4,682 +2%
IGAM
534
iA Global Asset Management
Quebec, Canada
$12M +$1.39M +24,228 +14%
AT
535
Arvest Trust
Oklahoma
$12M -$489K -8,544 -4%
MWM
536
Modera Wealth Management
New Jersey
$12M +$65.2K +1,139 +0.6%
PCM
537
Pinnbrook Capital Management
New York
$12M +$9.19M +160,655 +414%
IMCOOI
538
Investment Management Corp of Ontario (IMCO)
Canada
$11.9M -$15.8M -276,162 -58%
FMC
539
First Merchants Corp
Indiana
$11.9M +$1.04M +18,230 +10%
WCM
540
Whitener Capital Management
North Carolina
$11.9M -$40.3K -705 -0.4%
MMA
541
Mizuho Markets Americas
New York
$11.9M +$6.55M +114,542 +138%
LSV Asset Management
542
LSV Asset Management
Illinois
$11.8M -$13.1M -228,400 -54%
BBHC
543
Brown Brothers Harriman & Co
New York
$11.8M -$1.16M -20,221 -9%
RP
544
Rowlandmiller & Partners
Georgia
$11.7M -$48.6K -849 -0.4%
AIM
545
Allen Investment Management
New York
$11.6M
HMCP
546
Hook Mill Capital Partners
New York
$11.6M +$1.35M +23,680 +14%
BFS
547
Bradley Foster & Sargent
Connecticut
$11.6M +$1.27M +22,158 +13%
IC
548
IEQ Capital
California
$11.6M +$1.08M +18,899 +11%
ECM
549
Empirical Capital Management
Tennessee
$11.6M
RCW
550
Rheos Capital Works
Japan
$11.5M +$6.15M +107,400 +128%

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.