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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1101
AlphaCore Capital
California
$3.46M +$195K +3,243 +6%
CW
1102
CIC Wealth
Maryland
$3.45M +$28.5K +474 +0.8%
CAM
1103
Cozad Asset Management
Illinois
$3.45M -$466K -7,745 -12%
BCM
1104
Beck Capital Management
Texas
$3.45M +$618K +10,268 +22%
MAS
1105
Meeder Advisory Services
Ohio
$3.45M +$110K +1,832 +3%
BIM
1106
Bridges Investment Management
Nebraska
$3.45M -$478K -7,944 -12%
CG
1107
CFO4Life Group
Texas
$3.45M -$148K -2,465 -4%
CCA
1108
Checchi Capital Advisers
California
$3.44M +$38.7K +643 +1%
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$3.44M +$195K +3,237 +6%
MWM
1110
Mattern Wealth Management
Kansas
$3.43M +$117K +1,946 +4%
DRS
1111
Deane Retirement Strategies
Louisiana
$3.42M -$156K -2,584 -4%
GLA
1112
Good Life Advisors
Pennsylvania
$3.42M +$94.6K +1,572 +3%
DWA
1113
Douglass Winthrop Advisors
New York
$3.42M -$24.5K -408 -0.7%
BCM
1114
Buckhead Capital Management
Georgia
$3.39M +$41.7K +693 +1%
DTL
1115
Dynamic Technology Lab
Singapore
$3.38M +$2.93M +48,718 +647%
FSA
1116
Financial Security Advisor
Virginia
$3.38M -$6.08K -101 -0.2%
MNBTD
1117
Moody National Bank Trust Division
Texas
$3.38M -$16K -266 -0.5%
RCA
1118
Riverview Capital Advisers
Massachusetts
$3.37M -$69K -1,147 -2%
BHC
1119
Bowen Hanes & Co
Florida
$3.37M -$37.9K -630 -1%
KLCM
1120
KG&L Capital Management
Louisiana
$3.36M -$161K -2,670 -5%
TPI
1121
Trust Point Inc
Wisconsin
$3.36M -$384K -6,381 -10%
IW
1122
Imprint Wealth
South Carolina
$3.35M +$1.95M +32,505 +139%
RMC
1123
Resources Management Corp
Connecticut
$3.35M -$12.6K -210 -0.4%
CCM
1124
Cullen Capital Management
New York
$3.35M -$487K -8,098 -13%
SJL
1125
Shayne & Jacobs LLC
Tennessee
$3.35M -$52.2K -867 -2%
43 44
45
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