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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 %
CC
876
Courier Capital
New York
$5.3M -$52.5K -872 -1%
JWCA
877
J.W. Cole Advisors
Florida
$5.29M +$174K +2,888 +3%
PCP
878
Proficio Capital Partners
Massachusetts
$5.29M -$358K -5,950 -6%
SFS
879
Summit Financial Strategies
Ohio
$5.29M -$51.2K -851 -1%
GCIM
880
Gunn & Company Investment Management
Florida
$5.28M -$60M -997,935 -92%
LCM
881
Legato Capital Management
California
$5.28M – – –
YIA
882
YHB Investment Advisors
Connecticut
$5.26M -$216K -3,596 -4%
RIL
883
Rothschild Investment LLC
Illinois
$5.24M +$91.7K +1,524 +2%
AC
884
Annandale Capital
Texas
$5.24M – – –
EH
885
Equitable Holdings
New York
$5.22M +$161K +2,678 +3%
WKWM
886
Walter & Keenan Wealth Management
Indiana
$5.21M -$63.5K -1,055 -1%
GIA
887
Gladstone Institutional Advisory
Florida
$5.19M +$168K +2,796 +3%
WAC
888
William Allan Corp
Colorado
$5.17M -$109K -1,814 -2%
MBTD
889
Mechanics Bank - Trust Department
California
$5.17M +$50.5K +839 +1%
VA
890
Vident Advisory
Georgia
$5.14M -$13.9M -230,969 -73%
SAM
891
Sompo Asset Management
Japan
$5.14M -$147K -2,440 -3%
P
892
&Partners
Tennessee
$5.14M +$1.36M +22,658 +36%
SW
893
SlateStone Wealth
Florida
$5.11M +$560K +9,310 +12%
HZ
894
Hixon Zuercher
Ohio
$5.1M +$142K +2,363 +3%
SCM
895
Spring Capital Management
Texas
$5.1M -$291K -4,830 -5%
KP
896
Keel Point
Alabama
$5.08M +$348K +5,781 +7%
NEAM
897
New England Asset Management
Connecticut
$5.07M +$306K +5,080 +6%
CA
898
CV Advisors
Florida
$5.04M -$12.5M -207,583 -71%
ECM
899
Estabrook Capital Management
New York
$5.04M -$77.4K -1,286 -2%
SVWAG
900
Sound View Wealth Advisors Group
Georgia
$5.04M -$705K -11,723 -12%
34 35
36
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