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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 %
GCC
976
Game Creek Capital
Massachusetts
$4.32M -$1.66M -27,525 -28%
KA
977
Keene & Associates
Texas
$4.32M -$7.58K -126 -0.2%
SCM
978
Stevens Capital Management
Pennsylvania
$4.32M +$4.32M +71,817 New
WA
979
Waverly Advisors
Alabama
$4.3M +$1.17M +19,388 +37%
LC
980
Legacy CG
Texas
$4.29M +$4.29M +71,234 New
MIC
981
Means Investment Company
Maine
$4.26M -$63.4K -1,053 -1%
ATFA
982
All Terrain Financial Advisors
Minnesota
$4.25M -$38.2K -635 -0.9%
CDH
983
Charles D. Hyman
$4.25M +$48.6K +807 +1%
IFAM
984
Institutional & Family Asset Management
Colorado
$4.25M +$110K +1,832 +3%
FNA
985
First National Advisers
Nebraska
$4.25M -$176K -2,352 -4%
CAI
986
Capital Advisors Inc
Oklahoma
$4.24M +$73K +1,213 +2%
EP
987
Edgestream Partners
New Jersey
$4.22M +$799K +13,277 +23%
WAP
988
Wealthcare Advisory Partners
Pennsylvania
$4.21M +$149K +2,481 +4%
NFG
989
Nations Financial Group
Iowa
$4.21M +$33.9K +563 +0.8%
NIC
990
Northwest Investment Counselors
Oregon
$4.21M -$85.6K -1,423 -2%
KF
991
Krilogy Financial
Missouri
$4.19M +$2.16M +35,978 +107%
TPA
992
Trivium Point Advisory
Connecticut
$4.18M -$418K -6,950 -9%
WIC
993
Woodmont Investment Counsel
Tennessee
$4.17M -$24.7K -411 -0.6%
WC
994
Wexford Capital
Florida
$4.17M -$112K -1,854 -3%
FLI
995
Family Legacy Inc
South Carolina
$4.16M -$107K -1,783 -3%
AIP
996
Ameritas Investment Partners
Nebraska
$4.16M -$67.8K -1,126 -2%
CAM
997
Claret Asset Management
Quebec, Canada
$4.14M -$46.3K -770 -1%
SPC
998
Spirepoint Private Client
Florida
$4.14M +$4.14M +68,849 New
MSK
999
Melissa S. Kampmann
$4.14M +$477K +7,925 +13%
DIS
1000
Diversified Investment Strategies
Louisiana
$4.14M -$19.6K -325 -0.5%
38 39
40
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