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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
PFPT
676
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.55M +$601K +10,502 +8%
KRSITF
677
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.5M -$641K -11,198 -7%
WTC
678
WhitTier Trust Company
Nevada
$8.48M +$372K +6,501 +5%
MM
679
Meridian Management
Arkansas
$8.48M +$6.01K +105 +0.1%
LFAS
680
Level Four Advisory Services
Texas
$8.47M -$5.95M -103,933 -66%
SCTC
681
Sanibel Captiva Trust Company
Florida
$8.47M -$27.6K -483 -0.3%
BRM
682
Boston Research & Management
Massachusetts
$8.46M -$3.32K -58 -0%
CSS
683
Cubist Systematic Strategies
Connecticut
$8.46M +$8.04M +140,547 New
FFWA
684
FRG Family Wealth Advisors
Washington
$8.4M -$270K -4,715 -3%
SCM
685
Shelton Capital Management
Colorado
$8.39M -$767K -13,399 -9%
BC
686
Burney Company
Virginia
$8.37M -$211K -3,686 -3%
CCM
687
Coldstream Capital Management
Washington
$8.37M +$381K +6,660 +5%
OHIS
688
Oak Harvest Investment Services
Texas
$8.33M +$112K +1,954 +1%
NLGIA
689
Nippon Life Global Investors Americas
New York
$8.33M +$1.05M +18,401 +15%
SPC
690
Sigma Planning Corp
Michigan
$8.31M +$3.83M +66,985 +94%
GT
691
Greenleaf Trust
Michigan
$8.27M +$77.4K +1,352 +1%
BSW
692
Buckingham Strategic Wealth
Missouri
$8.24M -$1.81M -31,554 -19%
ABC
693
Associated Banc-Corp
Wisconsin
$8.22M -$441K -7,715 -5%
GI
694
GLOBALT Investments
Georgia
$8.18M -$46.4K -811 -0.6%
NMIMC
695
Northwestern Mutual Investment Management Company
Wisconsin
$8.17M +$21.2K +370 +0.3%
CCT
696
Chemung Canal Trust
New York
$8.17M -$12.1K -212 -0.2%
AA
697
Ancora Advisors
Ohio
$8.11M +$153K +2,673 +2%
GCA
698
Greenwood Capital Associates
South Carolina
$8.02M -$621K -10,856 -8%
PWMAG
699
Pinnacle Wealth Management Advisory Group
New Jersey
$8.02M -$82.7K -1,446 -1%
WC
700
Woodstock Corp
Massachusetts
$8.02M +$76.1K +1,330 +1%

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.