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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
FTC
601
Farmers Trust Company
Ohio
$9.97M -$24.4K -426 -0.3%
SMI
602
Shelter Mutual Insurance
Missouri
$9.97M
MWM
603
Moran Wealth Management
Florida
$9.97M -$174K -3,049 -2%
PAS
604
Park Avenue Securities
New York
$9.91M +$682K +11,911 +8%
CLOS
605
Compagnie Lombard Odier SCmA
Switzerland
$9.91M +$1.95M +33,997 +26%
GAM
606
Griffin Asset Management
New York
$9.91M +$226K +3,957 +2%
FAB
607
First American Bank
Illinois
$9.88M +$91.8K +1,604 +1%
ZCM
608
Ziegler Capital Management
Illinois
$9.78M -$283K -4,949 -3%
CCMINC
609
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.78M +$547K +9,553 +6%
FTDI
610
First Trust Direct Indexing
Massachusetts
$9.76M +$1.37M +23,932 +17%
AM
611
Atwater Malick
Pennsylvania
$9.76M +$262K +4,575 +3%
AAIM
612
American Assets Investment Management
California
$9.75M
TWM
613
TLW Wealth Management
Florida
$9.74M -$14.2K -248 -0.2%
AWM
614
Avitas Wealth Management
California
$9.71M +$117K +2,045 +1%
SA
615
SpiderRock Advisors
Delaware
$9.71M +$9.13M +159,541 New
PFS
616
Physicians Financial Services
North Carolina
$9.69M -$28.6K -499 -0.3%
SWP
617
Stratos Wealth Partners
Ohio
$9.64M -$103K -1,797 -1%
EF
618
Empowered Funds
Pennsylvania
$9.64M +$2.41M +42,173 +36%
WPC
619
Waters Parkerson & Co
Louisiana
$9.64M -$86.2K -1,506 -0.9%
M1FG
620
Mach-1 Financial Group
Arkansas
$9.64M +$590K +10,304 +7%
GF
621
Gabelli Funds
New York
$9.63M -$22.3K -390 -0.2%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$9.61M -$15.4K -269 -0.2%
LBC
623
Lowe Brockenbrough & Co
Virginia
$9.57M -$488K -8,522 -5%
BRCM
624
Bright Rock Capital Management
Massachusetts
$9.57M
NB
625
Norinchukin Bank
Japan
$9.56M -$1.8M -31,499 -17%

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.