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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
EF
876
Exeter Financial
Arizona
$5.39M +$15.6K +272 +0.3%
JAG
877
Journey Advisory Group
Kentucky
$5.37M +$246K +4,296 +5%
LNC
878
Lincoln National Corp
Pennsylvania
$5.37M +$433K +7,572 +9%
ANB
879
Amarillo National Bank
Texas
$5.35M
UOTTAIMCU
880
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.33M +$4.8M +83,911 +1,799%
Nomura Holdings
881
Nomura Holdings
Japan
$5.33M -$275K -4,809 -5%
KCG
882
Kinsale Capital Group
Virginia
$5.32M +$784K +13,695 +18%
WTA
883
Washington Trust Advisors
Massachusetts
$5.31M -$18.9K -330 -0.4%
JHCP
884
Jackson Hole Capital Partners
Oklahoma
$5.3M +$35.6K +622 +0.7%
CC
885
Courier Capital
New York
$5.3M -$49.9K -872 -1%
JWCA
886
J.W. Cole Advisors
Florida
$5.29M +$165K +2,888 +3%
PCP
887
Proficio Capital Partners
Massachusetts
$5.29M -$340K -5,950 -6%
SFS
888
Summit Financial Strategies
Ohio
$5.29M -$48.7K -851 -1%
GCIM
889
Gunn & Company Investment Management
Florida
$5.28M -$57.1M -997,935 -92%
LCM
890
Legato Capital Management
California
$5.28M
YIA
891
YHB Investment Advisors
Connecticut
$5.26M -$206K -3,596 -4%
RIL
892
Rothschild Investment LLC
Illinois
$5.24M +$87.2K +1,524 +2%
AC
893
Annandale Capital
Texas
$5.24M
EH
894
Equitable Holdings
New York
$5.22M +$153K +2,678 +3%
WKWM
895
Walter & Keenan Wealth Management
Indiana
$5.21M -$60.4K -1,055 -1%
GIA
896
Gladstone Institutional Advisory
Florida
$5.19M +$160K +2,796 +3%
WAC
897
William Allan Corp
Colorado
$5.17M -$104K -1,814 -2%
MBTD
898
Mechanics Bank - Trust Department
California
$5.17M +$48K +839 +1%
VA
899
Vident Advisory
Georgia
$5.14M -$13.2M -230,969 -73%
SAM
900
Sompo Asset Management
Japan
$5.14M -$140K -2,440 -3%

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.