We are live on ! Find out more
WMT icon

Walmart Inc
WMT

2,851 hedge funds and large institutions have $131B invested in Walmart Inc in 2023 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,203 increasing their positions, 1,094 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 101

24% more funds holding in top 10

Funds holding in top 10: 99 → 123 (+24)

17% more call options, than puts

Call options by funds: $4.04B | Put options by funds: $3.45B

2.24% more ownership

Funds ownership: 96.96% → 99.21% (+2.2%)

2% more funds holding

Funds holding: 2,806 → 2,851 (+45)

10% more repeat investments, than reductions

Existing positions increased: 1,203 | Existing positions reduced: 1,094

4% more capital invested

Capital invested by funds: $126B → $131B (+$5.04B)

Holders
2,851
Holders Change
+45
Holders Change %
+1.6%
% of All Funds
45.43%
Holding in Top 10
123
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.24%
% of All Funds
1.96%
New
205
Increased
1,203
Reduced
1,094
Closed
101
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$445M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$418M
3
Marshall Wace
Marshall Wace
United Kingdom
+$417M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$407M
5
BlackRock
BlackRock
New York
+$403M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$993M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$717M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$320M
4
First Trust Advisors
First Trust Advisors
Illinois
-$173M
5
CA
Cullinan Associates
Kentucky
-$160M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1001
Benjamin Edwards Inc
Missouri
$3.03M -$105K -2,208 -3%
RG
1002
Richelieu Gestion
France
$3.03M +$467K +9,834 +19%
TCM
1003
Telos Capital Management
California
$3.01M -$332K -7,002 -10%
MIC
1004
Meridian Investment Counsel
California
$3.01M – – –
PP
1005
Pacifica Partners
Canada
$3.01M +$604K +12,723 +27%
HNW
1006
High Note Wealth
Minnesota
$3.01M -$8.97K -189 -0.3%
VIA
1007
Vickerman Investment Advisors
Washington
$3.01M -$5.27K -111 -0.2%
NIG
1008
NFJ Investment Group
Texas
$3M -$23.3M -490,914 -89%
RPC
1009
Rossmore Private Capital
Connecticut
$3M +$28.6K +603 +1%
BFA
1010
Benedict Financial Advisors
Georgia
$2.98M -$51.5K -1,086 -2%
SAM
1011
Silphium Asset Management
United Kingdom
$2.98M +$1.35M +28,500 +89%
CG
1012
Caprock Group
Idaho
$2.98M +$994K +20,943 +53%
AWM
1013
Aries Wealth Management
Maine
$2.97M -$18.9K -399 -0.7%
GPTE
1014
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.97M – – –
AUB
1015
Atlantic Union Bankshares
Virginia
$2.97M -$234K -4,938 -8%
GP
1016
Girard Partners
Pennsylvania
$2.96M -$381K -8,028 -12%
CIAS
1017
Capital Investment Advisory Services
North Carolina
$2.96M -$37K -780 -1%
KC
1018
Kinloch Capital
Virginia
$2.94M +$210K +4,434 +8%
FGP
1019
Foyston, Gordon, & Payne
Ontario, Canada
$2.94M – – –
MHS
1020
M Holdings Securities
Oregon
$2.94M -$432K -9,102 -13%
GFS
1021
GYL Financial Synergies
Connecticut
$2.92M +$1.97M +41,457 +231%
APWM
1022
Argonautica Private Wealth Management
Massachusetts
$2.92M -$307K -6,468 -10%
Credit Agricole
1023
Credit Agricole
France
$2.92M +$220K +4,635 +8%
VRM
1024
Vectors Research Management
New York
$2.92M -$28.1K -591 -1%
B
1025
Bensler
Washington
$2.91M +$26.5K +558 +1%
39 40
41
42 43

WMT Hedge Fund Activity: Q1 2023 in Review

2,851 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2023, worth a combined $131B — up 4% from $126B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new WMT positions and 101 closed out — a net gain of 104 holders — while 1,203 added to existing stakes and 1,094 trimmed.

The largest buyer was Boston Partners, adding an estimated $445M. The largest seller was GQG Partners, cutting an estimated $993M.

  • 2,851 institutional investors held Walmart Inc (WMT) as of Q1 2023, up from 2,806 in Q4 2022.
  • Funds reported $131B of Walmart Inc stock for Q1 2023, up 4% quarter-over-quarter.
  • 205 funds opened new Walmart Inc positions in Q1 2023 and 101 closed out, a net change of +104 holders.
  • The largest Walmart Inc buyer in Q1 2023 was Boston Partners, an estimated $445M added.
  • The largest Walmart Inc seller in Q1 2023 was GQG Partners, an estimated $993M sold.

Based on aggregated 13F filings for Q1 2023.