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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 %
FCBT
751
First Citizens Bank & Trust
North Carolina
$7.07M +$1.85M +30,817 +36%
RDWM
752
Red Door Wealth Management
Tennessee
$7.06M +$153K +2,535 +2%
EIP
753
Easterly Investment Partners
Massachusetts
$7.05M -$4.38M -72,823 -38%
Capstone Investment Advisors
754
Capstone Investment Advisors
New York
$7.04M +$7.04M +116,945 New
BG
755
Bahl & Gaynor
Ohio
$6.98M +$17.3K +287 +0.2%
SG
756
Sienna Gestion
France
$6.95M +$6.95M +115,500 New
SF
757
Summit Financial
New Jersey
$6.94M +$277K +4,582 +4%
SYBT
758
Stock Yards Bank & Trust
Kentucky
$6.94M -$426K -7,074 -6%
FM
759
Freemont Management
Switzerland
$6.92M -$2.14M -35,600 -24%
Parallax Volatility Advisers
760
Parallax Volatility Advisers
California
$6.89M +$6.89M +114,445 New
BFG
761
Berger Financial Group
Minnesota
$6.84M +$433K +7,190 +7%
IAS
762
Investment Advisory Services
Texas
$6.8M +$29.7K +494 +0.4%
AAMA
763
Advanced Asset Management Advisors
Ohio
$6.79M – – –
OFA
764
Oak Family Advisors
Illinois
$6.79M +$31.1K +517 +0.5%
PAMG
765
Patton Albertson Miller Group
Tennessee
$6.76M +$475K +7,902 +8%
SCM
766
Sitrin Capital Management
California
$6.76M -$12.5K -208 -0.2%
CFGS
767
Concourse Financial Group Securities
Alabama
$6.74M +$257K +4,262 +4%
SGI
768
Summit Global Investments
Utah
$6.71M +$2.05M +34,146 +44%
SIM
769
Stratos Investment Management
Ohio
$6.69M -$368K -6,110 -5%
BCPWM
770
Bradley & Co Private Wealth Management
Florida
$6.68M +$6.68M +111,013 New
AssetMark Inc
771
AssetMark Inc
California
$6.66M -$387K -6,438 -5%
DIA
772
Dana Investment Advisors
Wisconsin
$6.64M -$310K -5,153 -4%
LSA
773
L & S Advisors
California
$6.62M -$1.41M -23,364 -18%
FIB
774
First Interstate Bank
Montana
$6.61M -$393K -6,532 -6%
TMAM
775
Tokio Marine Asset Management
Japan
$6.59M +$159K +2,646 +2%
29 30
31
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