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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
CA
851
Clearstead Advisors
Ohio
$5.64M +$231K +4,045 +5%
SIAG
852
Signet Investment Advisory Group
Rhode Island
$5.63M +$62.8K +1,098 +1%
IA
853
IFG Advisory
Georgia
$5.6M -$457K -7,980 -8%
ONB
854
Old National Bancorp
Indiana
$5.59M -$531K -9,285 -9%
AIM
855
Acropolis Investment Management
Missouri
$5.59M -$85.5K -1,494 -2%
WWA
856
WCG Wealth Advisors
Nevada
$5.56M -$473K -8,266 -8%
ST
857
Spinnaker Trust
Maine
$5.56M +$141K +2,467 +3%
PIM
858
Plato Investment Management
Australia
$5.54M +$4.35M +76,100 +477%
BB
859
Busey Bank
Illinois
$5.54M -$209K -3,661 -4%
AWA
860
Arete Wealth Advisors
Illinois
$5.53M +$75.2K +1,315 +1%
CC
861
Constitution Capital
Connecticut
$5.53M +$91.5K +1,599 +2%
RWM
862
RBA Wealth Management
California
$5.52M +$43.8K +766 +0.8%
CCM
863
Chickasaw Capital Management
Tennessee
$5.52M +$48.3K +845 +0.9%
HPIA
864
Hamilton Point Investment Advisors
North Carolina
$5.52M -$63.5K -1,109 -1%
BL
865
Balentine LLC
Georgia
$5.49M -$789K -13,784 -13%
JC
866
Jacobs & Co
California
$5.47M -$54.1K -946 -1%
MCA
867
Millennium Capital Advisors
Arkansas
$5.45M +$120K +2,104 +2%
RAM
868
Riggs Asset Management
Pennsylvania
$5.44M +$45.5K +796 +0.9%
CFSG
869
Community Financial Services Group
Vermont
$5.44M +$5.17M +90,357 New
RBA
870
Richard Bernstein Advisors
New York
$5.43M
TWP
871
Tyche Wealth Partners
Texas
$5.42M -$321K -5,612 -6%
IC
872
Inscription Capital
Texas
$5.41M +$173K +3,025 +3%
SP
873
Stablepoint Partners
Massachusetts
$5.41M +$452K +7,907 +10%
WDA
874
Wendell David Associates
New Hampshire
$5.4M +$4.12K +72 +0.1%
Loomis, Sayles & Company
875
Loomis, Sayles & Company
Massachusetts
$5.39M -$725K -12,667 -12%

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.