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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1051
Cutler Group
California
$3.1M +$3.08M +57,900 +22,184%
PC
1052
Permanens Capital
New York
$3.09M +$129K +2,430 +4%
MFWM
1053
Motley Fool Wealth Management
Virginia
$3.08M +$685K +12,876 +28%
RCAG
1054
Rehmann Capital Advisory Group
Michigan
$3.08M +$3.83K +72 +0.1%
CG
1055
Caprock Group
Idaho
$3.08M -$158K -2,973 -5%
SF
1056
Summit Financial
New Jersey
$3.07M +$1.98M +37,254 +183%
KC
1057
Kinloch Capital
Virginia
$3.07M -$29.9K -561 -1%
CCA
1058
Checchi Capital Advisers
California
$3.06M +$72.8K +1,368 +2%
CW
1059
CIC Wealth
Maryland
$3.05M +$71.5K +1,344 +2%
PRS
1060
Pinkerton Retirement Specialists
Idaho
$3.05M +$90K +1,692 +3%
CIP
1061
Convergence Investment Partners
Florida
$3.04M +$399K +7,506 +15%
GWM
1062
Geneos Wealth Management
Colorado
$3.03M +$20.3K +381 +0.7%
AP
1063
Arlington Partners
Alabama
$3.03M +$450K +8,448 +17%
AT
1064
Arlington Trust
Alabama
$3.03M +$3.03M +56,859 New
MS
1065
Madden Securities
Texas
$3.03M -$478K -8,979 -14%
VWA
1066
V Wealth Advisors
Kansas
$3.03M -$4.39M -82,527 -59%
BHC
1067
Bowen Hanes & Co
Florida
$3.01M – – –
OF
1068
Outfitter Financial
Maine
$3.01M – – –
RCA
1069
Riverview Capital Advisers
Massachusetts
$3.01M -$3M -56,448 -50%
SJL
1070
Shayne & Jacobs LLC
Tennessee
$3.01M +$2.51M +47,247 +512%
KCG
1071
Kinsale Capital Group
Virginia
$3.01M +$425K +7,980 +16%
SFI
1072
SPC Financial Inc
Maryland
$3M +$2.53M +47,598 +551%
Wolverine Trading
1073
Wolverine Trading
Illinois
$3M +$2.99M +56,241 New
ACS
1074
Archford Capital Strategies
Illinois
$3M +$113K +2,115 +4%
LOIM
1075
Liberty One Investment Management
Illinois
$3M +$115K +2,163 +4%
41 42
43
44 45

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.