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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
CT
951
Colonial Trust
South Carolina
$4.62M +$43.8K +765 +1%
SP
952
Stonebrook Private
Michigan
$4.61M +$281K +4,903 +7%
MCM
953
Mitchell Capital Management
Kansas
$4.58M +$103K +1,800 +2%
LG
954
LaFleur & Godfrey
Michigan
$4.58M -$80.7K -1,410 -2%
SC
955
Slow Capital
California
$4.55M -$242K -4,233 -5%
Simplex Trading
956
Simplex Trading
Illinois
$4.55M -$26.8M -467,831 -86%
NWM
957
Northcape Wealth Management
New York
$4.54M -$138K -2,406 -3%
HCM
958
Hall Capital Management
Rhode Island
$4.54M -$135K -2,356 -3%
NP
959
NorthRock Partners
Minnesota
$4.53M -$806K -14,086 -16%
ST
960
Somerset Trust
Pennsylvania
$4.53M +$129K +2,248 +3%
BJL
961
Brighton Jones LLC
Washington
$4.53M +$289K +5,047 +7%
GAM
962
Groupama Asset Management
France
$4.53M -$9.8M -171,362 -88%
LF
963
Longbow Finance
Switzerland
$4.51M +$4.29M +75,006 New
SL
964
Sentry LLC
Tennessee
$4.49M -$35.6K -623 -0.8%
BL
965
BFSG LLC
California
$4.47M +$56.1K +980 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
966
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.47M +$3.06M +53,563 +259%
GI
967
GAMCO Investors
Connecticut
$4.46M -$97.6K -1,705 -2%
CAAS
968
Capital Asset Advisory Services
Michigan
$4.44M +$57K +997 +1%
WANY
969
Wealthspire Advisors (New York)
New York
$4.44M -$849K -14,838 -17%
BB
970
Berkshire Bank
Massachusetts
$4.44M -$241K -4,220 -5%
FM
971
Family Management
New York
$4.43M +$69.5K +1,214 +2%
FWP
972
FAS Wealth Partners
Kansas
$4.43M +$48.7K +851 +1%
HCM
973
Hudson Capital Management
New Jersey
$4.41M -$18.4K -322 -0.4%
RCAG
974
Rehmann Capital Advisory Group
Michigan
$4.4M +$888K +15,521 +27%
NF
975
Nvest Financial
New Hampshire
$4.38M +$141K +2,456 +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.