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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
FSA
1076
Financial Security Advisor
Virginia
$2.99M +$2.99M +56,175 New
JFGIW
1077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.99M +$55.4K +1,041 +2%
WCM
1078
Wunderlich Capital Managemnt
Tennessee
$2.99M +$5.75K +108 +0.2%
MSS
1079
Mitchell Sinkler & Starr
Pennsylvania
$2.98M +$33.5K +630 +1%
QI
1080
Qtron Investments
Massachusetts
$2.97M +$109K +2,040 +4%
PFA
1081
Pathway Financial Advisers
Indiana
$2.97M +$2.96M +55,668 New
OAM
1082
Occidental Asset Management
California
$2.97M -$2.55K -48 -0.1%
GP
1083
Girard Partners
Pennsylvania
$2.96M -$222K -4,167 -7%
CAMG
1084
CWA Asset Management Group
Florida
$2.96M -$64.5K -1,212 -2%
WA
1085
Waddell & Associates
Tennessee
$2.96M +$4.47K +84 +0.2%
WP
1086
Westmount Partners
California
$2.96M +$43.9K +825 +2%
TNB
1087
Thomasville National Bank
Georgia
$2.95M -$20.1K -378 -0.7%
AC
1088
AlphaCore Capital
California
$2.95M +$24.6K +462 +0.8%
GQG Partners
1089
GQG Partners
Florida
$2.95M -$2.36M -44,391 -44%
MG
1090
Mather Group
Illinois
$2.95M +$120K +2,253 +4%
RMC
1091
Resources Management Corp
Connecticut
$2.94M -$36.2K -681 -1%
TCPG
1092
Trivant Custom Portfolio Group
California
$2.94M +$90.4K +1,698 +3%
SA
1093
SRH Advisors
Kansas
$2.93M +$3.19K +60 +0.1%
FCM
1094
Fourpath Capital Management
Oklahoma
$2.92M -$160 -3 -0%
RF
1095
Robbins Farley
New Hampshire
$2.92M +$229K +4,299 +9%
SWM
1096
Sugarloaf Wealth Management
Georgia
$2.92M +$2.06M +38,637 +240%
HTC
1097
Haverford Trust Company
Pennsylvania
$2.91M -$112K -2,109 -4%
DWA
1098
Douglass Winthrop Advisors
New York
$2.91M – – –
CIAS
1099
Capital Investment Advisory Services
North Carolina
$2.91M -$168K -3,156 -5%
IA
1100
IFP Advisors
Florida
$2.9M -$828K -15,561 -22%
42 43
44
45 46

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.