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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
RMSCM
926
R.M. Sincerbeaux Capital Management
New York
$4.89M
AAM
927
AR Asset Management
California
$4.87M
DEA
928
DoubleLine ETF Adviser
Florida
$4.84M +$4.6M +80,423 New
KTM
929
Keeler Thomas Management
Utah
$4.83M -$177K -3,087 -4%
SCM
930
Silvant Capital Management
Georgia
$4.82M
RA
931
RFG Advisory
Alabama
$4.81M -$84.5K -1,476 -2%
AIM
932
Anchor Investment Management
South Carolina
$4.81M +$187K +3,271 +4%
QIM
933
Quest Investment Management
Oregon
$4.8M
RIA
934
Regal Investment Advisors
Michigan
$4.79M +$168K +2,931 +4%
KCPG
935
Kavar Capital Partners Group
Kansas
$4.78M -$5.01M -87,523 -52%
HCA
936
Horan Capital Advisors
Ohio
$4.76M +$10.6K +185 +0.2%
AWM
937
Ameliora Wealth Management
Switzerland
$4.75M +$17.7K +310 +0.4%
SAMC
938
Spectrum Asset Management (California)
California
$4.74M +$374K +6,538 +9%
BCV
939
Banque Cantonale Vaudoise
Switzerland
$4.73M -$1.38M -24,148 -23%
WPW
940
Waldron Private Wealth
Pennsylvania
$4.72M +$153K +2,678 +4%
DWM
941
Dakota Wealth Management
Florida
$4.7M +$1.76M +30,845 +65%
WEG
942
World Equity Group
Illinois
$4.69M -$686K -11,996 -13%
RAG
943
RIA Advisory Group
Iowa
$4.68M +$4.45M +77,776 New
ACM
944
Alpha Capital Management
Texas
$4.67M -$112K -1,964 -2%
EDRH
945
Edmond de Rothschild Holding
Switzerland
$4.66M -$9.31M -162,760 -68%
EAMA
946
EFG Asset Management (Americas)
Florida
$4.65M -$1.69M -29,565 -28%
RI
947
Redwood Investments
Massachusetts
$4.65M +$1.05M +18,400 +26%
LS
948
Leelyn Smith
Illinois
$4.65M -$99.9K -1,746 -2%
IAIM
949
International Assets Investment Management
Florida
$4.64M +$600K +10,480 +16%
BEI
950
Benjamin Edwards Inc
Missouri
$4.62M -$11.8K -206 -0.3%

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.