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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 %
NS
776
NBC Securities
Alabama
$6.57M -$193K -3,206 -3%
HB
777
HTLF Bank
Colorado
$6.57M -$173K -2,872 -3%
PBC
778
Pavion Blue Capital
California
$6.56M -$21.7K -360 -0.3%
WCM
779
Weik Capital Management
Pennsylvania
$6.55M -$78.2K -1,300 -1%
GIM
780
Grassi Investment Management
California
$6.55M +$289K +4,801 +5%
MGIA
781
Moneta Group Investment Advisors
Missouri
$6.55M +$1.02M +16,966 +18%
HI
782
Horizon Investments
North Carolina
$6.55M +$367K +6,122 +6%
TPCW
783
TD Private Client Wealth
New York
$6.52M +$652K +10,843 +11%
FPFS
784
First Personal Financial Services
North Carolina
$6.51M -$53.4K -887 -0.8%
LHC
785
Little House Capital
Massachusetts
$6.51M +$516K +8,568 +9%
WAOTB
786
Wealth Advisors of Tampa Bay
Florida
$6.51M -$79K -1,313 -1%
GEA
787
Glen Eagle Advisors
New Jersey
$6.5M +$146K +2,430 +2%
LTI
788
Laffer Tengler Investments
Tennessee
$6.49M -$445K -7,390 -6%
NIM
789
NEOS Investment Management
Connecticut
$6.47M +$2.06M +34,212 +47%
WS
790
Wedbush Securities
California
$6.44M +$910K +15,131 +16%
TBA
791
Tower Bridge Advisors
Pennsylvania
$6.42M -$4.36M -72,438 -40%
EAM
792
Erste Asset Management
Austria
$6.42M -$563K -9,350 -8%
UCMOK
793
United Capital Management of KS
Kansas
$6.41M +$59.4K +987 +0.9%
ATPW
794
Ashton Thomas Private Wealth
Arizona
$6.4M +$428K +7,111 +7%
FTA
795
Financial & Tax Architects
Missouri
$6.38M +$5.6K +93 +0.1%
BA
796
Baugh & Associates
Georgia
$6.33M -$21.7K -360 -0.3%
CC
797
Carlson Capital
Texas
$6.28M -$4M -66,400 -39%
PI
798
PFG Investments
New York
$6.27M +$4.16M +69,176 +197%
HIP
799
Harrell Investment Partners
Texas
$6.21M +$69.4K +1,154 +1%
CI
800
Conning Inc
Connecticut
$6.2M -$43.3K -719 -0.7%
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