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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
Verition Fund Management
551
Verition Fund Management
Connecticut
$11.5M -$17.6M -307,883 -62%
CHC
552
City Holding Co
West Virginia
$11.5M +$20.8K +363 +0.2%
CAC
553
Core Alternative Capital
Georgia
$11.4M -$1.03M -17,994 -9%
WB
554
Webster Bank
Connecticut
$11.4M +$98.1K +1,714 +0.9%
BAMF
555
BI Asset Management Fondsmaeglerselskab
Denmark
$11.3M +$2.86M +49,985 +36%
HCM
556
Howland Capital Management
Massachusetts
$11.3M +$10.1M +176,815 +1,646%
RWM
557
Ritholtz Wealth Management
New York
$11.2M +$312K +5,455 +3%
PP
558
Prudential plc
United Kingdom
$11.2M -$11.6M -202,101 -52%
RCYC
559
Richard C. Young & Co
Rhode Island
$11.2M +$704K +12,302 +7%
GA
560
GFS Advisors
Texas
$11.2M +$229 +4 +0%
IWC
561
Integrated Wealth Concepts
Massachusetts
$11.2M +$1.12M +19,543 +12%
AWM
562
Apollon Wealth Management
South Carolina
$11.1M -$692K -12,089 -6%
GFG
563
Greystone Financial Group
Michigan
$11.1M -$80.3K -1,403 -0.8%
JC
564
JB Capital
Connecticut
$11.1M +$112K +1,960 +1%
TFS
565
Thoroughbred Financial Services
Tennessee
$11M -$2.59M -45,327 -20%
DWM
566
Dorchester Wealth Management
Quebec, Canada
$11M -$238K -4,155 -2%
Focus Partners Wealth
567
Focus Partners Wealth
Massachusetts
$11M +$6.59M +115,135 +171%
DJSG
568
D.J. St. Germain
Massachusetts
$11M +$106K +1,859 +1%
WIM
569
WealthPlan Investment Management
Nebraska
$10.9M +$2.53M +44,239 +32%
SSA
570
Schonfeld Strategic Advisors
New York
$10.9M +$5.48M +95,754 +113%
CIC
571
Canal Insurance Company
South Carolina
$10.8M
LWP
572
LMG Wealth Partners
Louisiana
$10.8M -$1.16M -20,346 -10%
MIA
573
MMBG Investment Advisors
Florida
$10.7M +$8.58K +150 +0.1%
CCM
574
Cinctive Capital Management
New York
$10.6M +$5.63M +98,398 +126%
M
575
MOTCO
Texas
$10.6M +$66.7K +1,165 +0.7%

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.