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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 %
CCA
1051
Checchi Capital Advisers
California
$2.77M +$56.2K +1,143 +2%
GSEP
1052
Golden State Equity Partners
California
$2.76M +$2.76M +56,169 New
MG
1053
Mather Group
Illinois
$2.76M -$992K -20,175 -26%
BS
1054
Bessemer Securities
New York
$2.76M +$280K +5,700 +11%
AIM
1055
Anchor Investment Management
South Carolina
$2.76M +$151K +3,066 +6%
TNB
1056
Thomasville National Bank
Georgia
$2.74M +$1.62K +33 +0.1%
FCM
1057
Fourpath Capital Management
Oklahoma
$2.74M -$1.26M -25,620 -31%
MOS
1058
MGO One Seven
Ohio
$2.73M +$166K +3,375 +6%
WA
1059
Waddell & Associates
Tennessee
$2.73M -$2.21K -45 -0.1%
BMA
1060
Brooks Moore & Associates
Tennessee
$2.73M +$36.9K +750 +1%
CW
1061
CIC Wealth
Maryland
$2.72M -$46.6K -948 -2%
MSS
1062
Mitchell Sinkler & Starr
Pennsylvania
$2.72M +$302K +6,150 +12%
WP
1063
Westmount Partners
California
$2.71M +$46.3K +942 +2%
CF
1064
Centaurus Financial
California
$2.71M +$668K +13,599 +33%
CGL
1065
Clarius Group LLC
Washington
$2.71M -$217K -4,419 -7%
DFA
1066
Delta Financial Advisors
Louisiana
$2.7M -$9.44K -192 -0.3%
SPFA
1067
Summit Place Financial Advisors
New Jersey
$2.7M +$184K +3,750 +7%
MCM
1068
MV Capital Management
Maryland
$2.7M +$154K +3,132 +6%
SA
1069
SRH Advisors
Kansas
$2.7M -$43.9K -894 -2%
QCG
1070
Quadrant Capital Group
Ohio
$2.7M +$99.7K +2,028 +4%
EHWM
1071
Eads & Heald Wealth Management
Georgia
$2.69M +$76.2K +1,551 +3%
DWA
1072
Douglass Winthrop Advisors
New York
$2.68M -$36.9K -750 -1%
TCM
1073
Twin Capital Management
Pennsylvania
$2.68M -$175K -3,564 -6%
MCM
1074
Mendel Capital Management
Arkansas
$2.68M +$22.9K +465 +0.9%
JFGIW
1075
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68M +$328K +6,663 +14%
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