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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
NIC
1001
Northwest Investment Counselors
Oregon
$4.21M -$81.4K -1,423 -2%
KF
1002
Krilogy Financial
Missouri
$4.19M +$2.06M +35,978 +107%
TPA
1003
Trivium Point Advisory
Connecticut
$4.18M -$398K -6,950 -9%
WIC
1004
Woodmont Investment Counsel
Tennessee
$4.17M -$23.5K -411 -0.6%
WC
1005
Wexford Capital
Florida
$4.17M -$106K -1,854 -3%
FLI
1006
Family Legacy Inc
South Carolina
$4.16M -$102K -1,783 -3%
AIP
1007
Ameritas Investment Partners
Nebraska
$4.16M -$64.4K -1,126 -2%
CAM
1008
Claret Asset Management
Quebec, Canada
$4.14M -$44.1K -770 -1%
SPC
1009
Spirepoint Private Client
Florida
$4.14M +$3.94M +68,849 New
MSK
1010
Melissa S. Kampmann
$4.14M +$453K +7,925 +13%
DIS
1011
Diversified Investment Strategies
Louisiana
$4.14M -$18.6K -325 -0.5%
B
1012
Bensler
Washington
$4.13M +$125K +2,177 +3%
AP
1013
Appleton Partners
Massachusetts
$4.13M -$3.38K -59 -0.1%
GCM
1014
Genus Capital Management
British Columbia, Canada
$4.1M +$3.9M +68,100 New
SWM
1015
Sugarloaf Wealth Management
Georgia
$4.1M +$511K +8,929 +15%
PHS
1016
Pekin Hardy Strauss
Illinois
$4.08M +$158K +2,770 +4%
LFM
1017
LGT Fund Management
Liechtenstein
$4.05M +$785K +13,725 +26%
WA
1018
Wambolt & Associates
Colorado
$4.05M -$262K -4,583 -6%
HCM
1019
Hutner Capital Management
Vermont
$4.05M -$15.6K -272 -0.4%
CWS
1020
Confluence Wealth Services
Pennsylvania
$4.04M +$142K +2,482 +4%
HTC
1021
Haverford Trust Company
Pennsylvania
$4.03M +$278K +4,851 +8%
SIG
1022
Sargent Investment Group
Maryland
$4M +$885K +15,466 +30%
GWMIA
1023
Global Wealth Management Investment Advisory
Florida
$3.98M +$6.92K +121 +0.2%
CL
1024
Choreo LLC
Illinois
$3.98M +$306K +5,350 +9%
BFC
1025
Blue Fin Capital
Rhode Island
$3.96M -$119K -2,078 -3%

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.