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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1126
Octavia Wealth Advisors
Ohio
$2.44M -$37.6K -762 -2%
CIP
1127
Convergence Investment Partners
Florida
$2.44M -$5.75K -117 -0.2%
PMG
1128
ProVise Management Group
Florida
$2.44M +$829K +16,875 +52%
RBFC
1129
Roman Butler Fullerton & Co
Missouri
$2.43M +$169K +3,342 +7%
DBIA
1130
Dumont & Blake Investment Advisors
New Jersey
$2.42M -$14.7K -300 -0.6%
EH
1131
Equitable Holdings
New York
$2.42M +$211K +4,299 +10%
NGA
1132
Naples Global Advisors
Florida
$2.42M +$18.2K +369 +0.8%
HIA
1133
Harbor Investment Advisory
Maryland
$2.41M -$192K -3,909 -7%
SIA
1134
Schechter Investment Advisors
Michigan
$2.41M +$707K +14,394 +42%
TCM
1135
True Capital Management
California
$2.41M +$11.5K +234 +0.5%
MFGM
1136
Marshall Financial Group (Maryland)
Maryland
$2.41M -$25.5K -519 -1%
SIAP
1137
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.4M -$11.9K -243 -0.5%
LCC
1138
Lincoln Capital Corp
Rhode Island
$2.4M +$2.4M +48,786 New
HCM
1139
Hodges Capital Management
Texas
$2.39M +$103K +2,220 +5%
AP
1140
Arlington Partners
Alabama
$2.38M +$202K +4,107 +9%
IGGA
1141
Iron Gate Global Advisors
Utah
$2.38M -$16.4K -333 -0.7%
VA
1142
Valmark Advisers
Ohio
$2.37M +$272K +5,532 +13%
CFG
1143
Citizens Financial Group
Rhode Island
$2.37M -$105K -2,133 -4%
MECA
1144
Miller Equity Capital Advisors
Texas
$2.36M – – –
BFG
1145
Beacon Financial Group
Texas
$2.36M -$111K -2,220 -5%
BTWM
1146
Baker Tilly Wealth Management
Wisconsin
$2.36M +$134K +2,724 +6%
BHPW
1147
Beverly Hills Private Wealth
California
$2.36M +$567K +11,535 +32%
NHT
1148
New Hampshire Trust
New Hampshire
$2.34M -$45.1K -918 -2%
WSFS
1149
Wilmington Savings Fund Society
Delaware
$2.34M -$1.03K -21 -0%
RGC
1150
Roberts, Glore & Co
Illinois
$2.33M -$26.5K -540 -1%
44 45
46
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