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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1001
Global Retirement Partners
California
$3.35M +$1.12K +21 +0%
AWM
1002
Aries Wealth Management
Maine
$3.34M +$89.4K +1,680 +3%
PAM
1003
Palisade Asset Management
Minnesota
$3.31M -$75.8K -1,425 -2%
GFS
1004
GYL Financial Synergies
Connecticut
$3.3M +$21.2K +399 +0.6%
WIA
1005
World Investment Advisors
California
$3.3M +$3.99K +75 +0.1%
CBB
1006
Citizens Business Bank
California
$3.29M +$375K +7,047 +13%
MJRIC
1007
Mogy Joel R Investment Counsel
California
$3.28M – – –
ANTB
1008
AMG National Trust Bank
Colorado
$3.28M -$85.4K -1,605 -3%
PP
1009
Pacifica Partners
Canada
$3.27M +$103K +1,938 +3%
MMA
1010
Mizuho Markets Americas
New York
$3.27M +$3.26M +61,323 New
RPC
1011
Rossmore Private Capital
Connecticut
$3.27M +$19.6K +369 +0.6%
QCG
1012
Quadrant Capital Group
Ohio
$3.27M +$265K +4,977 +9%
FMAEN1
1013
Fund Management at Engine No 1
California
$3.26M +$343K +6,453 +12%
MPM
1014
Meritage Portfolio Management
Kansas
$3.26M -$35.9K -675 -1%
CG
1015
CFO4Life Group
Texas
$3.26M -$12.3K -231 -0.4%
MIC
1016
Meridian Investment Counsel
California
$3.26M +$2.23K +42 +0.1%
CA
1017
CGN Advisors
Kansas
$3.25M +$40.9K +768 +1%
1WA
1018
180 Wealth Advisors
Washington
$3.25M +$141K +2,643 +5%
PAM
1019
Peninsula Asset Management
Florida
$3.24M -$45.5K -855 -1%
MSK
1020
Melissa S. Kampmann
$3.24M +$3.24M +60,825 New
FFM
1021
Forum Financial Management
Illinois
$3.24M +$83.2K +1,563 +3%
SAM
1022
Silphium Asset Management
United Kingdom
$3.23M – – –
VIA
1023
Vickerman Investment Advisors
Washington
$3.22M -$45.5K -855 -1%
GPTE
1024
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.22M – – –
SCP
1025
Silverleafe Capital Partners
Tennessee
$3.2M +$131K +2,454 +4%
39 40
41
42 43

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.