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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
MV Capital Management
Maryland
$3.54M +$276K +4,822 +9%
VIA
1102
Vickerman Investment Advisors
Washington
$3.54M -$11.5K -201 -0.3%
CW
1103
CreativeOne Wealth
Kansas
$3.54M +$1.01M +17,574 +43%
BFA
1104
Benedict Financial Advisors
Georgia
$3.53M -$24K -419 -0.7%
CIP
1105
Convergence Investment Partners
Florida
$3.53M +$329K +5,743 +11%
SFI
1106
Siemens Fonds Invest
Germany
$3.53M +$628K +10,973 +23%
ET
1107
Equitable Trust
Tennessee
$3.53M +$363K +6,336 +12%
DAM
1108
Deltec Asset Management
New York
$3.51M +$1.22M +21,250 +57%
MMPW
1109
Mitchell McLeod Pugh & Williams
Alabama
$3.51M +$6.87K +120 +0.2%
PWA
1110
Phoenix Wealth Advisors
North Carolina
$3.5M +$734K +12,829 +28%
KC
1111
Kinloch Capital
Virginia
$3.49M +$121K +2,123 +4%
CTFG
1112
Capstone Triton Financial Group
Oklahoma
$3.46M -$382K -6,679 -10%
Tudor Investment Corp
1113
Tudor Investment Corp
Connecticut
$3.46M -$19.9M -347,293 -86%
AC
1114
AlphaCore Capital
California
$3.46M +$186K +3,243 +6%
CW
1115
CIC Wealth
Maryland
$3.45M +$27.1K +474 +0.8%
CAM
1116
Cozad Asset Management
Illinois
$3.45M -$443K -7,745 -12%
BCM
1117
Beck Capital Management
Texas
$3.45M +$588K +10,268 +22%
MAS
1118
Meeder Advisory Services
Ohio
$3.45M +$105K +1,832 +3%
BIM
1119
Bridges Investment Management
Nebraska
$3.45M -$455K -7,944 -12%
CG
1120
CFO4Life Group
Texas
$3.45M -$141K -2,465 -4%
CCA
1121
Checchi Capital Advisers
California
$3.44M +$36.8K +643 +1%
PFBT
1122
Parkside Financial Bank & Trust
Missouri
$3.44M +$185K +3,237 +6%
MWM
1123
Mattern Wealth Management
Kansas
$3.43M +$111K +1,946 +4%
DRS
1124
Deane Retirement Strategies
Louisiana
$3.42M -$148K -2,584 -4%
GLA
1125
Good Life Advisors
Pennsylvania
$3.42M +$89.9K +1,572 +3%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.