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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
TW
751
TritonPoint Wealth
Maryland
$7.19M +$260K +4,540 +3%
VVP
752
Venture Visionary Partners
Ohio
$7.19M +$299K +5,231 +5%
TSW
753
Thompson Siegel & Walmsley
Virginia
$7.18M -$119K -2,083 -2%
SWA
754
SFMG Wealth Advisors
Texas
$7.13M +$20.7K +361 +0.3%
IHL
755
Investment House LLC
California
$7.11M -$113K -1,980 -2%
WP
756
WealthPLAN Partners
Nebraska
$7.09M -$816K -14,257 -11%
AHC
757
Adell Harriman & Carpenter
Texas
$7.07M +$1.02M +17,774 +18%
FCBT
758
First Citizens Bank & Trust
North Carolina
$7.07M +$1.76M +30,817 +36%
RDWM
759
Red Door Wealth Management
Tennessee
$7.06M +$145K +2,535 +2%
EIP
760
Easterly Investment Partners
Massachusetts
$7.05M -$4.17M -72,823 -38%
Capstone Investment Advisors
761
Capstone Investment Advisors
New York
$7.04M +$6.69M +116,945 New
BG
762
Bahl & Gaynor
Ohio
$6.98M +$16.4K +287 +0.2%
SG
763
Sienna Gestion
France
$6.95M +$6.61M +115,500 New
SF
764
Summit Financial
New Jersey
$6.94M +$262K +4,582 +4%
SYBT
765
Stock Yards Bank & Trust
Kentucky
$6.94M -$405K -7,074 -6%
FM
766
Freemont Management
Switzerland
$6.92M -$2.04M -35,600 -24%
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$6.89M +$6.55M +114,445 New
BFG
768
Berger Financial Group
Minnesota
$6.84M +$411K +7,190 +7%
IAS
769
Investment Advisory Services
Texas
$6.8M +$28.3K +494 +0.4%
AAMA
770
Advanced Asset Management Advisors
Ohio
$6.79M
OFA
771
Oak Family Advisors
Illinois
$6.79M +$29.6K +517 +0.5%
PAMG
772
Patton Albertson Miller Group
Tennessee
$6.76M +$452K +7,902 +8%
SCM
773
Sitrin Capital Management
California
$6.76M -$11.9K -208 -0.2%
CFGS
774
Concourse Financial Group Securities
Alabama
$6.74M +$244K +4,262 +4%
SGI
775
Summit Global Investments
Utah
$6.71M +$1.95M +34,146 +44%

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.