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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCTC
676
Sanibel Captiva Trust Company
Florida
$8.47M -$29.1K -483 -0.3%
BRM
677
Boston Research & Management
Massachusetts
$8.46M -$3.49K -58 -0%
CSS
678
Cubist Systematic Strategies
Connecticut
$8.46M +$8.46M +140,547 New
FFWA
679
FRG Family Wealth Advisors
Washington
$8.4M -$280K -4,715 -3%
SCM
680
Shelton Capital Management
Colorado
$8.39M -$806K -13,399 -9%
BC
681
Burney Company
Virginia
$8.37M -$222K -3,686 -3%
CCM
682
Coldstream Capital Management
Washington
$8.37M +$401K +6,660 +5%
OHIS
683
Oak Harvest Investment Services
Texas
$8.33M +$118K +1,954 +1%
NLGIA
684
Nippon Life Global Investors Americas
New York
$8.33M +$1.11M +18,401 +15%
SPC
685
Sigma Planning Corp
Michigan
$8.31M +$4.03M +66,985 +94%
GT
686
Greenleaf Trust
Michigan
$8.27M +$81.4K +1,352 +1%
BSW
687
Buckingham Strategic Wealth
Missouri
$8.24M -$1.9M -31,554 -19%
ABC
688
Associated Banc-Corp
Wisconsin
$8.22M -$464K -7,715 -5%
GI
689
GLOBALT Investments
Georgia
$8.18M -$48.8K -811 -0.6%
NMIMC
690
Northwestern Mutual Investment Management Company
Wisconsin
$8.17M +$22.3K +370 +0.3%
CCT
691
Chemung Canal Trust
New York
$8.17M -$12.8K -212 -0.2%
AA
692
Ancora Advisors
Ohio
$8.11M +$161K +2,673 +2%
GCA
693
Greenwood Capital Associates
South Carolina
$8.02M -$653K -10,856 -8%
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$8.02M -$87K -1,446 -1%
WC
695
Woodstock Corp
Massachusetts
$8.02M +$80K +1,330 +1%
CCG
696
Cypress Capital Group
Florida
$7.99M -$75.6K -1,256 -0.9%
SFS
697
Sowell Financial Services
Arkansas
$7.96M -$2.14M -35,439 -21%
LPT
698
Legacy Private Trust
Wisconsin
$7.95M -$500K -8,318 -6%
CF
699
Clarity Financial
Texas
$7.94M +$327K +5,429 +4%
AG
700
Ascent Group
Virginia
$7.92M -$1.21M -20,153 -13%
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