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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 %
BB
851
Busey Bank
Illinois
$5.54M -$220K -3,661 -4%
AWA
852
Arete Wealth Advisors
Illinois
$5.53M +$79.2K +1,315 +1%
CC
853
Constitution Capital
Connecticut
$5.53M +$96.2K +1,599 +2%
RWM
854
RBA Wealth Management
California
$5.52M +$46.1K +766 +0.8%
CCM
855
Chickasaw Capital Management
Tennessee
$5.52M +$50.8K +845 +0.9%
HPIA
856
Hamilton Point Investment Advisors
North Carolina
$5.52M -$67K -1,109 -1%
BL
857
Balentine LLC
Georgia
$5.49M -$829K -13,784 -13%
JC
858
Jacobs & Co
California
$5.47M -$56.9K -946 -1%
RAM
859
Riggs Asset Management
Pennsylvania
$5.44M +$47.9K +796 +0.9%
CFSG
860
Community Financial Services Group
Vermont
$5.44M +$5.44M +90,357 New
RBA
861
Richard Bernstein Advisors
New York
$5.43M – – –
TWP
862
Tyche Wealth Partners
Texas
$5.42M -$338K -5,612 -6%
IC
863
Inscription Capital
Texas
$5.41M +$182K +3,025 +3%
SP
864
Stablepoint Partners
Massachusetts
$5.41M +$476K +7,907 +10%
WDA
865
Wendell David Associates
New Hampshire
$5.4M +$4.33K +72 +0.1%
Loomis, Sayles & Company
866
Loomis, Sayles & Company
Massachusetts
$5.4M -$762K -12,667 -12%
EF
867
Exeter Financial
Arizona
$5.39M +$16.2K +272 +0.3%
JAG
868
Journey Advisory Group
Kentucky
$5.37M +$259K +4,296 +5%
LNC
869
Lincoln National Corp
Pennsylvania
$5.37M +$456K +7,572 +9%
ANB
870
Amarillo National Bank
Texas
$5.35M – – –
UOTTAIMCU
871
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.33M +$5.05M +83,911 +1,799%
Nomura Holdings
872
Nomura Holdings
Japan
$5.33M -$289K -4,809 -5%
KCG
873
Kinsale Capital Group
Virginia
$5.32M +$824K +13,695 +18%
WTA
874
Washington Trust Advisors
Massachusetts
$5.31M -$19.9K -330 -0.4%
JHCP
875
Jackson Hole Capital Partners
Oklahoma
$5.3M +$37.4K +622 +0.7%
33 34
35
36 37