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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 %
ST
1126
Smithfield Trust
Pennsylvania
$2.16M -$15K -318 -0.7%
RBFC
1127
Roman Butler Fullerton & Co
Missouri
$2.15M +$164K +3,414 +8%
RP
1128
Riverbridge Partners
Minnesota
$2.15M -$31.3K -663 -1%
BTWM
1129
Baker Tilly Wealth Management
Wisconsin
$2.14M -$47.9K -1,014 -2%
PFT
1130
Providence First Trust
Arizona
$2.14M -$53.5K -1,131 -2%
RHDIC
1131
R.H. Dinel Investment Counsel
California
$2.13M – – –
KA
1132
Kovack Advisors
Florida
$2.13M -$860K -18,192 -29%
NAM
1133
NTV Asset Management
West Virginia
$2.13M -$70.9K -1,500 -3%
EH
1134
Equitable Holdings
New York
$2.12M -$292K -6,183 -12%
SXL
1135
Summit X LLC
Missouri
$2.12M -$40.4K -996 -2%
MCAI
1136
Members Capital Advisors Inc
Wisconsin
$2.11M – – –
AMBIA
1137
Allen Mooney & Barnes Investment Advisors
Georgia
$2.11M – – –
SP
1138
Successful Portfolios
Florida
$2.1M +$13.8K +291 +0.7%
CWM
1139
C2C Wealth Management
Arizona
$2.1M -$370K -7,938 -15%
AP
1140
Arlington Partners
Alabama
$2.09M +$61K +1,290 +3%
PWA
1141
Providence Wealth Advisors
Illinois
$2.09M -$29.4K -615 -1%
PTC
1142
Private Trust Company
Ohio
$2.09M -$140K -2,967 -6%
DGAM
1143
Desjardins Global Asset Management
Quebec, Canada
$2.09M -$1.54M -32,685 -43%
SAI
1144
Systematic Alpha Investments
New Jersey
$2.08M – – –
QI
1145
Qtron Investments
Massachusetts
$2.08M +$555K +11,733 +36%
GRP
1146
Global Retirement Partners
California
$2.08M +$513K +10,863 +33%
OHWP
1147
Oak Harbor Wealth Partners
North Carolina
$2.08M +$104K +2,205 +5%
BHBT
1148
Burke & Herbert Bank & Trust
Virginia
$2.08M -$21.7K -459 -1%
CI
1149
Centerstone Investors
New York
$2.08M -$1.04M -22,080 -33%
S
1150
SimplyRich
California
$2.07M +$2.69K +57 +0.1%
44 45
46
47 48