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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
NC
976
NovaPoint Capital
Georgia
$4.38M -$457K -7,984 -10%
BP
977
Ballentine Partners
Massachusetts
$4.37M -$517K -9,039 -11%
PS
978
Principal Securities
Iowa
$4.37M +$370K +6,464 +10%
FFM
979
Forum Financial Management
Illinois
$4.36M +$103K +1,807 +3%
VRM
980
Vectors Research Management
New York
$4.36M -$558K -9,745 -12%
PCMC
981
Planning Capital Management Corporation
Pennsylvania
$4.35M +$1.89K +33 +0%
RCM
982
Radnor Capital Management
Pennsylvania
$4.34M -$51.5K -900 -1%
SFG
983
SevenBridge Financial Group
Pennsylvania
$4.34M -$140K -2,445 -3%
GRP
984
Global Retirement Partners
California
$4.33M -$214K -3,741 -5%
MOS
985
MGO One Seven
Ohio
$4.33M +$69.9K +1,221 +2%
GCC
986
Game Creek Capital
Massachusetts
$4.32M -$1.57M -27,525 -28%
KA
987
Keene & Associates
Texas
$4.32M -$7.21K -126 -0.2%
SCM
988
Stevens Capital Management
Pennsylvania
$4.32M +$4.11M +71,817 New
NAS
989
NWF Advisory Services
California
$4.3M -$4.23K -74 -0.1%
WA
990
Waverly Advisors
Alabama
$4.3M +$1.11M +19,388 +37%
LC
991
Legacy CG
Texas
$4.29M +$4.08M +71,234 New
MIC
992
Means Investment Company
Maine
$4.26M -$60.3K -1,053 -1%
ATFA
993
All Terrain Financial Advisors
Minnesota
$4.25M -$36.3K -635 -0.9%
CDH
994
Charles D. Hyman
$4.25M +$46.2K +807 +1%
IFAM
995
Institutional & Family Asset Management
Colorado
$4.25M +$105K +1,832 +3%
FNA
996
First National Advisers
Nebraska
$4.25M -$135K -2,352 -4%
CAI
997
Capital Advisors Inc
Oklahoma
$4.24M +$69.4K +1,213 +2%
EP
998
Edgestream Partners
New Jersey
$4.22M +$760K +13,277 +23%
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$4.21M +$142K +2,481 +4%
NFG
1000
Nations Financial Group
Iowa
$4.21M +$32.2K +563 +0.8%

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.