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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1001
Bensler
Washington
$4.13M +$131K +2,177 +3%
AP
1002
Appleton Partners
Massachusetts
$4.13M -$3.55K -59 -0.1%
GCM
1003
Genus Capital Management
British Columbia, Canada
$4.1M +$4.1M +68,100 New
SWM
1004
Sugarloaf Wealth Management
Georgia
$4.1M +$537K +8,929 +15%
PHS
1005
Pekin Hardy Strauss
Illinois
$4.08M +$167K +2,770 +4%
LFM
1006
LGT Fund Management
Liechtenstein
$4.05M +$826K +13,725 +26%
WA
1007
Wambolt & Associates
Colorado
$4.05M -$275K -4,583 -6%
HCM
1008
Hutner Capital Management
Vermont
$4.05M -$16.4K -272 -0.4%
CWS
1009
Confluence Wealth Services
Pennsylvania
$4.04M +$149K +2,482 +4%
HTC
1010
Haverford Trust Company
Pennsylvania
$4.03M +$292K +4,851 +8%
SIG
1011
Sargent Investment Group
Maryland
$4M +$931K +15,466 +30%
GWMIA
1012
Global Wealth Management Investment Advisory
Florida
$3.98M +$7.28K +121 +0.2%
CL
1013
Choreo LLC
Illinois
$3.98M +$322K +5,350 +9%
BFC
1014
Blue Fin Capital
Rhode Island
$3.96M -$125K -2,078 -3%
JPWM
1015
Jamison Private Wealth Management
Georgia
$3.96M +$34.7K +576 +0.9%
SWA
1016
Stratos Wealth Advisors
Ohio
$3.96M -$324K -5,381 -8%
GFA
1017
Gifford Fong Associates
California
$3.94M – – –
OAM
1018
Ostrum Asset Management
France
$3.93M +$381K +6,333 +11%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$3.92M +$189K +3,139 +5%
FWIA
1020
Fort Washington Investment Advisors
Ohio
$3.92M -$23.5M -391,134 -86%
CNBTD
1021
Citizens National Bank Trust Department
Mississippi
$3.92M -$9.03K -150 -0.2%
XWM
1022
Xcel Wealth Management
Florida
$3.91M -$166K -2,762 -4%
RBFC
1023
Roman Butler Fullerton & Co
Missouri
$3.91M +$242K +4,024 +7%
ALC
1024
Alexander Labrunerie & Co
Missouri
$3.89M +$3.89M +64,697 New
ISL
1025
Ingalls & Snyder LLC
New York
$3.89M -$237K -3,941 -6%
39 40
41
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