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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
WAS
576
WESPAC Advisors SoCal
California
$10.6M +$2.81M +49,143 +39%
FAT
577
First American Trust
California
$10.6M +$454K +7,931 +5%
LIA
578
LS Investment Advisors
Michigan
$10.5M +$310K +5,421 +3%
AF
579
Allworth Financial
California
$10.5M +$54.4K +951 +0.5%
OCM
580
One Capital Management
California
$10.5M +$289K +5,055 +3%
TW
581
Transform Wealth
Colorado
$10.4M +$9.65M +168,741 +3,893%
TAIM
582
Te Ahumairangi Investment Management
New Zealand
$10.4M -$255K -4,450 -3%
GIA
583
GHP Investment Advisors
Colorado
$10.4M +$33.9K +593 +0.3%
GVAG
584
Great Valley Advisor Group
Delaware
$10.4M +$291K +5,086 +3%
MLICM
585
Metropolitan Life Insurance Company (MetLife)
New York
$10.4M -$88.5K -1,546 -0.9%
WC
586
Waterloo Capital
Texas
$10.3M +$3.15M +55,057 +47%
PGIM
587
Pacific Global Investment Management
California
$10.3M +$732K +12,797 +8%
CSIC
588
Clifford Swan Investment Counsel
California
$10.3M -$561K -9,803 -5%
AWAG
589
ARS Wealth Advisors Group
Florida
$10.3M -$625K -10,919 -6%
VIM
590
Vinva Investment Management
Australia
$10.2M +$1M +17,548 +11%
BHWM
591
Bar Harbor Wealth Management
New Hampshire
$10.2M +$75K +1,311 +0.8%
MCM
592
Mattern Capital Management
Colorado
$10.2M +$62.7K +1,095 +0.6%
VWA
593
Visionary Wealth Advisors
Illinois
$10.2M -$1.66K -29 -0%
PWW
594
Pettyjohn Wood & White
Virginia
$10.2M +$91.4K +1,598 +1%
LIM
595
Leavell Investment Management
Alabama
$10.2M +$1.16M +20,354 +14%
TC
596
TownSquare Capital
Utah
$10.2M +$11.2K +195 +0.1%
AWA
597
Arkadios Wealth Advisors
Georgia
$10.1M +$297K +5,196 +3%
CTA
598
Colonial Trust Advisors
South Carolina
$10.1M +$150K +2,617 +2%
LMIM
599
Lockheed Martin Investment Management
Maryland
$10M +$6.59M +115,260 +198%
CFM
600
Catalyst Funds Management
Australia
$9.99M +$9.5M +166,100 New

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.