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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
National Pension Service
51
National Pension Service
South Korea
$447M +$7.23M +126,412 +2%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$444M -$19.3M -337,129 -4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$434M +$3.51M +61,428 +0.9%
Millennium Management
54
Millennium Management
New York
$424M +$103M +1,798,679 +34%
BA
55
Bridgewater Associates
Connecticut
$414M -$42.6M -745,275 -10%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$401M +$76.7M +1,339,648 +25%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$399M +$70.1M +1,224,298 +23%
US Bancorp
58
US Bancorp
Minnesota
$391M -$9.58M -167,501 -3%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$376M -$4.01M -70,106 -1%
CS
60
Credit Suisse
Switzerland
$346M -$7.52M -131,366 -2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$338M +$10.5M +183,851 +3%
LPL Financial
62
LPL Financial
California
$336M +$17.7M +308,964 +6%
MMH
63
Menora Mivtachim Holdings
Israel
$331M -$1.29M -22,530 -0.4%
Principal Financial Group
64
Principal Financial Group
Iowa
$331M +$2.98M +52,092 +1%
ClearBridge Investments
65
ClearBridge Investments
New York
$328M -$9.5K -166 -0%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$325M +$20.9M +365,713 +7%
First Eagle Investment Management
67
First Eagle Investment Management
New York
$318M -$29.4M -514,004 -9%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$312M +$35.4M +618,077 +14%
Citigroup
69
Citigroup
New York
$298M -$9.66M -168,855 -3%
Allianz Asset Management
70
Allianz Asset Management
Germany
$297M -$27.5M -480,409 -9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$292M +$132M +2,305,755 +90%
First Trust Advisors
72
First Trust Advisors
Illinois
$275M -$4.65M -81,248 -2%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$274M -$13.2M -230,707 -5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$269M -$7.41M -129,592 -3%
Prudential Financial
75
Prudential Financial
New Jersey
$266M +$14.8M +259,510 +6%

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.