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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1001
Forum Financial Management
Illinois
$2.73M +$42.7K +903 +2%
GWM
1002
Geneos Wealth Management
Colorado
$2.71M +$322K +6,810 +13%
MWM
1003
Mattern Wealth Management
Kansas
$2.7M +$29.1K +615 +1%
BC
1004
Brookfield Corp
Ontario, Canada
$2.7M -$31.1M -658,263 -92%
AWM
1005
Axxcess Wealth Management
California
$2.7M +$528K +11,172 +24%
TA
1006
Tiedemann Advisors
New York
$2.69M +$14.1K +297 +0.5%
BBWA
1007
Bell & Brown Wealth Advisors
California
$2.68M +$22.3K +471 +0.8%
TC
1008
Telemus Capital
Michigan
$2.68M -$115K -2,352 -4%
DRS
1009
Deane Retirement Strategies
Louisiana
$2.68M +$516K +10,926 +24%
WEG
1010
World Equity Group
Illinois
$2.68M +$16.6K +351 +0.6%
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$2.67M -$142 -3 -0%
SFG
1012
Snider Financial Group
Washington
$2.67M -$163K -3,444 -6%
OF
1013
Outfitter Financial
Maine
$2.67M -$8.51K -180 -0.3%
ATPW
1014
Ashton Thomas Private Wealth
Arizona
$2.66M +$17.4K +369 +0.7%
CW
1015
CIC Wealth
Maryland
$2.66M +$2.66M +56,337 New
CF
1016
Cantor Fitzgerald
New York
$2.66M -$19.4K -411 -0.7%
WCM
1017
Wunderlich Capital Managemnt
Tennessee
$2.66M +$17.4K +369 +0.7%
MAM
1018
Meeder Asset Management
Ohio
$2.66M -$2.03M -42,915 -43%
PFA
1019
Pathway Financial Advisers
Indiana
$2.66M +$2.66M +56,277 New
MMPW
1020
Mitchell McLeod Pugh & Williams
Alabama
$2.65M -$28.5K -603 -1%
SA
1021
SRH Advisors
Kansas
$2.64M – – –
TNB
1022
Thomasville National Bank
Georgia
$2.64M -$54.3K -1,149 -2%
WA
1023
Waddell & Associates
Tennessee
$2.63M -$12.8K -270 -0.5%
KC
1024
Kinloch Capital
Virginia
$2.62M +$175K +3,696 +7%
DWA
1025
Douglass Winthrop Advisors
New York
$2.62M -$2.55K -54 -0.1%
39 40
41
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