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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 %
HCM
551
Howland Capital Management
Massachusetts
$11.3M +$10.6M +176,815 +1,646%
RWM
552
Ritholtz Wealth Management
New York
$11.2M +$328K +5,455 +3%
PP
553
Prudential plc
United Kingdom
$11.2M -$12.2M -202,101 -52%
RCYC
554
Richard C. Young & Co
Rhode Island
$11.2M +$740K +12,302 +7%
GA
555
GFS Advisors
Texas
$11.2M +$241 +4 +0%
IWC
556
Integrated Wealth Concepts
Massachusetts
$11.2M +$1.18M +19,543 +12%
AWM
557
Apollon Wealth Management
South Carolina
$11.1M -$727K -12,089 -6%
GFG
558
Greystone Financial Group
Michigan
$11.1M -$84.4K -1,403 -0.8%
JC
559
JB Capital
Connecticut
$11.1M +$118K +1,960 +1%
TFS
560
Thoroughbred Financial Services
Tennessee
$11M -$2.73M -45,327 -20%
DWM
561
Dorchester Wealth Management
Quebec, Canada
$11M -$250K -4,155 -2%
Focus Partners Wealth
562
Focus Partners Wealth
Massachusetts
$11M +$6.93M +115,135 +171%
DJSG
563
D.J. St. Germain
Massachusetts
$11M +$112K +1,859 +1%
WIM
564
WealthPlan Investment Management
Nebraska
$10.9M +$2.66M +44,239 +32%
SSA
565
Schonfeld Strategic Advisors
New York
$10.9M +$5.76M +95,754 +113%
CIC
566
Canal Insurance Company
South Carolina
$10.8M – – –
LWP
567
LMG Wealth Partners
Louisiana
$10.8M -$1.22M -20,346 -10%
MIA
568
MMBG Investment Advisors
Florida
$10.7M +$9.03K +150 +0.1%
CCM
569
Cinctive Capital Management
New York
$10.6M +$5.92M +98,398 +126%
M
570
MOTCO
Texas
$10.6M +$70.1K +1,165 +0.7%
WAS
571
WESPAC Advisors SoCal
California
$10.6M +$2.96M +49,143 +39%
FAT
572
First American Trust
California
$10.6M +$477K +7,931 +5%
LIA
573
LS Investment Advisors
Michigan
$10.5M +$326K +5,421 +3%
AF
574
Allworth Financial
California
$10.5M +$57.2K +951 +0.5%
OCM
575
One Capital Management
California
$10.5M +$304K +5,055 +3%
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