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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
701
AssetMark Inc
California
$5.28M +$584K +12,357 +12%
HZ
702
Hixon Zuercher
Ohio
$5.27M +$139K +2,943 +3%
LHC
703
Little House Capital
Massachusetts
$5.27M +$97K +2,052 +2%
SWP
704
Strategic Wealth Partners
Ohio
$5.25M +$562K +11,883 +12%
GCP
705
Garda Capital Partners
Minnesota
$5.23M +$5.23M +110,682 New
IAS
706
Investment Advisory Services
Texas
$5.22M +$76.1K +1,602 +1%
GA
707
GFS Advisors
Texas
$5.21M -$2.6M -55,110 -33%
KWMG
708
King Wealth Management Group
Florida
$5.21M -$13.8K -291 -0.3%
WS
709
Wedbush Securities
California
$5.2M +$66.6K +1,506 +1%
LTI
710
Laffer Tengler Investments
Tennessee
$5.19M +$1.03M +21,897 +25%
SIM
711
Stratos Investment Management
Ohio
$5.16M +$59.7K +1,263 +1%
GFA
712
Gifford Fong Associates
California
$5.16M – – –
AWM
713
Ameliora Wealth Management
Switzerland
$5.12M -$1.14M -24,081 -18%
FNBOMD
714
First National Bank of Mount Dora
Florida
$5.12M -$173K -3,651 -3%
LG
715
Leuthold Group
Minnesota
$5.12M -$120K -2,538 -2%
IWC
716
Integrated Wealth Concepts
Massachusetts
$5.05M +$109K +2,316 +2%
MGP
717
Metis Global Partners
California
$5.05M +$1.98M +41,850 +64%
DT
718
Diversified Trust
Tennessee
$5.03M +$1.17M +24,702 +30%
AA
719
Ancora Advisors
Ohio
$5.03M +$3.65M +77,229 +265%
LSA
720
L & S Advisors
California
$5.02M +$2.63M +55,551 +110%
BG
721
Bahl & Gaynor
Ohio
$5.02M +$36.7K +777 +0.7%
SVWAG
722
Sound View Wealth Advisors Group
Georgia
$5.02M +$1.25M +23,868 +33%
HF
723
HRT Financial
New York
$5.01M +$5.01M +106,023 New
BA
724
Baugh & Associates
Georgia
$4.98M -$4.25K -90 -0.1%
WAOTB
725
Wealth Advisors of Tampa Bay
Florida
$4.97M +$25.8K +546 +0.5%
27 28
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