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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1026
HNP Capital
New York
$2.86M -$41.6K -846 -1%
CAM
1027
Cozad Asset Management
Illinois
$2.85M +$1.35M +27,480 +90%
HTC
1028
Haverford Trust Company
Pennsylvania
$2.84M -$177K -3,600 -6%
DRS
1029
Deane Retirement Strategies
Louisiana
$2.84M +$56.4K +1,149 +2%
FFM
1030
Forum Financial Management
Illinois
$2.83M -$737 -15 -0%
MWM
1031
Mattern Wealth Management
Kansas
$2.83M +$23.4K +477 +0.8%
AA
1032
AlphaQ Advisors
Florida
$2.82M -$323K -6,576 -10%
AG
1033
Advocate Group
Minnesota
$2.82M -$304K -6,192 -10%
SCP
1034
Silverleafe Capital Partners
Tennessee
$2.81M -$94.2K -1,917 -3%
CBB
1035
Citizens Business Bank
California
$2.81M -$128K -2,601 -4%
TA
1036
Tiedemann Advisors
New York
$2.8M +$296 +6 +0%
VIA
1037
Vident Investment Advisory
Georgia
$2.8M -$165K -3,351 -6%
OF
1038
Outfitter Financial
Maine
$2.79M +$19.2K +390 +0.7%
RCAG
1039
Rehmann Capital Advisory Group
Michigan
$2.79M +$10.3K +210 +0.4%
BBWA
1040
Bell & Brown Wealth Advisors
California
$2.79M +$1.18K +24 +0%
KLCM
1041
KG&L Capital Management
Louisiana
$2.79M -$257K -5,220 -8%
PFA
1042
Pathway Financial Advisers
Indiana
$2.79M +$24.6K +501 +0.9%
TW
1043
TrinityPoint Wealth
Connecticut
$2.79M +$119K +2,427 +4%
GWM
1044
Geneos Wealth Management
Colorado
$2.79M -$26.7K -543 -0.9%
ACS
1045
Archford Capital Strategies
Illinois
$2.78M +$130K +2,610 +5%
BJL
1046
Brighton Jones LLC
Washington
$2.78M -$346K -7,032 -11%
BHC
1047
Bowen Hanes & Co
Florida
$2.78M -$479K -9,750 -15%
PS
1048
Pensionfund Sabic
Netherlands
$2.77M -$369K -7,500 -12%
MMPW
1049
Mitchell McLeod Pugh & Williams
Alabama
$2.77M +$19.3K +393 +0.7%
WCM
1050
Wunderlich Capital Managemnt
Tennessee
$2.77M +$1.62K +33 +0.1%
40 41
42
43 44