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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
GCAC
626
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.54M -$4.62M -80,696 -34%
GAM
627
Gotham Asset Management
New York
$9.52M -$1.84M -32,161 -17%
JF
628
Jump Financial
Illinois
$9.47M +$9.01M +157,464 New
HW
629
Hancock Whitney
Mississippi
$9.46M +$714K +12,484 +9%
TW
630
Trajan Wealth
Arizona
$9.45M +$8.98M +157,016 New
MWM
631
Marietta Wealth Management
Georgia
$9.42M +$161K +2,820 +2%
GAA
632
Global Assets Advisory
Florida
$9.4M +$32.3M +564,256 New
RC
633
RBF Capital
California
$9.35M
WM
634
WS Management
Florida
$9.34M
MCM
635
Monarch Capital Management
Indiana
$9.34M -$187K -3,265 -2%
FVWA
636
Foster Victor Wealth Advisors
South Carolina
$9.32M -$259K -4,534 -3%
TSS
637
Two Sigma Securities
New York
$9.32M -$7.33M -128,065 -45%
VAS
638
Valicenti Advisory Services
New York
$9.31M -$735K -12,840 -8%
AWM
639
AE Wealth Management
Kansas
$9.3M -$40.8M -713,100 -82%
BFG
640
Bleakley Financial Group
New Jersey
$9.3M -$280K -4,893 -3%
DAS
641
Dynamic Advisor Solutions
Arizona
$9.22M -$841K -14,690 -9%
EF
642
Empirical Finance
Pennsylvania
$9.2M +$300K +5,237 +4%
HAG
643
HighPoint Advisor Group
Illinois
$9.2M -$17.5M -306,188 -67%
HT
644
Heritage Trust
Oklahoma
$9.18M +$29.9K +522 +0.3%
TCOV
645
Trust Company of Vermont
Vermont
$9.16M +$781K +13,649 +10%
KAM
646
KEB Asset Management
Illinois
$9.07M +$91.3K +1,595 +1%
PI
647
Parkside Investments
Illinois
$9.07M -$352K -6,145 -4%
JFG
648
Jefferies Financial Group
New York
$9.04M -$247K -4,314 -3%
IPW
649
Invictus Private Wealth
Colorado
$9.03M -$2.95M -51,519 -26%
MIG
650
McGuire Investment Group
Rhode Island
$9.03M +$1.49M +26,105 +21%

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.