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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
CCG
701
Cypress Capital Group
Florida
$7.99M -$71.9K -1,256 -0.9%
SFS
702
Sowell Financial Services
Arkansas
$7.96M -$2.03M -35,439 -21%
IFG
703
Independent Financial Group
California
$7.95M +$367K +6,412 +5%
LPT
704
Legacy Private Trust
Wisconsin
$7.95M -$476K -8,318 -6%
CF
705
Clarity Financial
Texas
$7.94M +$311K +5,429 +4%
AG
706
Ascent Group
Virginia
$7.92M -$1.15M -20,153 -13%
DWP
707
Daymark Wealth Partners
Ohio
$7.88M +$17.4K +304 +0.2%
KCM
708
Kingdon Capital Management
New York
$7.85M +$7.47M +130,500 New
FT
709
Fiduciary Trust
Massachusetts
$7.84M +$310K +5,420 +4%
OBGC
710
O'Brien Greene & Co
Pennsylvania
$7.79M +$90.6K +1,584 +1%
WAM
711
Walker Asset Management
Missouri
$7.76M +$46.6K +815 +0.6%
ECM
712
ExodusPoint Capital Management
New York
$7.75M -$40.1M -700,376 -84%
HKIM
713
Hayek Kallen Investment Management
Alabama
$7.75M +$78.4K +1,370 +1%
PA
714
Parallel Advisors
California
$7.74M +$368K +6,425 +5%
FM
715
Foster & Motley
Ohio
$7.74M -$2.91M -50,914 -28%
JWM
716
JGP Wealth Management
Oregon
$7.72M -$123K -2,149 -2%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$7.7M -$55.4K -968 -0.8%
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.7M +$62.3K +1,089 +0.9%
IB
719
Iyo Bank
Japan
$7.68M
CAM
720
Carret Asset Management
New York
$7.68M -$32.5K -568 -0.4%
CIA
721
Covington Investment Advisors
Pennsylvania
$7.66M -$370K -6,460 -5%
RC
722
Roundview Capital
New Jersey
$7.65M -$4.52K -79 -0.1%
AWP
723
Ascent Wealth Partners
New York
$7.65M -$2.15M -37,525 -23%
CMP
724
Coston McIsaac & Partners
Maine
$7.65M +$80K +1,399 +1%
BL
725
BCWM LLC
Kansas
$7.6M -$1.32M -23,069 -15%

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.