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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
BAM
1026
Belpointe Asset Management
Nevada
$2.91M -$613K -12,912 -18%
CAMG
1027
CWA Asset Management Group
Florida
$2.9M -$4.09M -86,172 -59%
GAMC
1028
Garner Asset Management Corp
Texas
$2.9M +$4.98K +105 +0.2%
BCM
1029
Bridgeway Capital Management
Texas
$2.9M -$376K -7,914 -12%
ETH
1030
Exos TFP Holdings
New York
$2.89M +$1.45M +30,504 +107%
CI
1031
Centerstone Investors
New York
$2.89M +$703K +14,820 +34%
MAS
1032
Meeder Advisory Services
Ohio
$2.89M +$174K +3,669 +7%
1WA
1033
180 Wealth Advisors
Washington
$2.87M -$191K -4,026 -6%
HC
1034
HNP Capital
New York
$2.86M -$40.2K -846 -1%
CAM
1035
Cozad Asset Management
Illinois
$2.85M +$1.3M +27,480 +90%
HTC
1036
Haverford Trust Company
Pennsylvania
$2.84M -$171K -3,600 -6%
DRS
1037
Deane Retirement Strategies
Louisiana
$2.84M +$54.5K +1,149 +2%
FFM
1038
Forum Financial Management
Illinois
$2.83M -$712 -15 -0%
MWM
1039
Mattern Wealth Management
Kansas
$2.83M +$22.6K +477 +0.8%
AA
1040
AlphaQ Advisors
Florida
$2.82M -$312K -6,576 -10%
AG
1041
Advocate Group
Minnesota
$2.82M -$294K -6,192 -10%
SCP
1042
Silverleafe Capital Partners
Tennessee
$2.81M -$91K -1,917 -3%
CBB
1043
Citizens Business Bank
California
$2.81M -$123K -2,601 -4%
TA
1044
Tiedemann Advisors
New York
$2.8M +$285 +6 +0%
VIA
1045
Vident Investment Advisory
Georgia
$2.8M -$159K -3,351 -6%
OF
1046
Outfitter Financial
Maine
$2.79M +$18.5K +390 +0.7%
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$2.79M +$9.97K +210 +0.4%
BBWA
1048
Bell & Brown Wealth Advisors
California
$2.79M +$1.14K +24 +0%
KLCM
1049
KG&L Capital Management
Louisiana
$2.79M -$248K -5,220 -8%
PFA
1050
Pathway Financial Advisers
Indiana
$2.79M +$23.8K +501 +0.9%
40 41
42
43 44

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.