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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
1076
AllGen Financial Advisors
Florida
$2.39M +$72K +1,524 +3%
KIC
1077
Kensington Investment Counsel
California
$2.39M +$16.9K +357 +0.7%
BS
1078
Bessemer Securities
New York
$2.38M – – –
CFG
1079
Citizens Financial Group
Rhode Island
$2.38M -$89.2K -1,884 -4%
OWA
1080
Octavia Wealth Advisors
Ohio
$2.38M -$63.5K -1,338 -3%
PWM
1081
Perigon Wealth Management
California
$2.38M +$808K +17,091 +51%
HBWM
1082
Hollow Brook Wealth Management
New York
$2.38M +$59.2K +1,248 +3%
DWT
1083
Dorsey & Whitney Trust
South Dakota
$2.37M -$26.7K -564 -1%
BW
1084
Bison Wealth
Georgia
$2.37M +$911K +19,224 +62%
HCM
1085
Harvey Capital Management
Florida
$2.36M -$56.7K -1,200 -2%
CIP
1086
Convergence Investment Partners
Florida
$2.35M -$115K -2,436 -5%
DBIA
1087
Dumont & Blake Investment Advisors
New Jersey
$2.34M -$34K -720 -1%
MFGM
1088
Marshall Financial Group (Maryland)
Maryland
$2.34M +$33K +699 +1%
PCA
1089
Peddock Capital Advisors
Massachusetts
$2.34M +$475K +10,041 +25%
BFG
1090
Beacon Financial Group
Texas
$2.34M -$200K -4,221 -8%
ET
1091
Equitable Trust
Tennessee
$2.33M +$42.1K +891 +2%
HCM
1092
Hodges Capital Management
Texas
$2.33M +$112K +2,361 +5%
MSS
1093
Mitchell Sinkler & Starr
Pennsylvania
$2.33M -$162K -3,429 -7%
SNBOSD
1094
Security National Bank of So Dak
Iowa
$2.32M +$63.1K +1,335 +3%
SIAP
1095
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.32M -$10.1K -213 -0.4%
NGA
1096
Naples Global Advisors
Florida
$2.31M -$51.1K -1,077 -2%
TCM
1097
True Capital Management
California
$2.3M +$2.3M +48,750 New
IGGA
1098
Iron Gate Global Advisors
Utah
$2.3M -$15.2K -321 -0.7%
CA
1099
CGN Advisors
Kansas
$2.29M +$670K +14,184 +41%
NHT
1100
New Hampshire Trust
New Hampshire
$2.29M +$2.29M +48,492 New
42 43
44
45 46