Walmart Inc
WMT
2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.
80% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 96
26% more repeat investments, than reductions
Existing positions increased: 1,316 | Existing positions reduced: 1,044
21% more call options, than puts
Call options by funds: $3.47B | Put options by funds: $2.87B
15% more funds holding in top 10
Funds holding in top 10: 115 → 132 (+17)
2% more funds holding
Funds holding: 2,877 → 2,922 (+45)
3% more capital invested
Capital invested by funds: $143B → $147B (+$4.25B)
0.32% more ownership
Funds ownership: 102.25% → 102.57% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$665M |
| 2 |
JP Morgan Chase
New York
|
+$358M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$326M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$277M |
| 5 |
Barclays
London,
United Kingdom
|
+$226M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$877M |
| 2 |
D.E. Shaw & Co
New York
|
-$584M |
| 3 |
Two Sigma Advisers
New York
|
-$239M |
| 4 |
Two Sigma Investments
New York
|
-$236M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$220M |
WMT Hedge Fund Activity: Q3 2023 in Review
2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.
The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.
- 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
- Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
- 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
- The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
- The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.
Based on aggregated 13F filings for Q3 2023.