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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
DI
1126
Diligent Investors
California
$2.74M -$23.1K -435 -0.8%
PCA
1127
Peddock Capital Advisors
Massachusetts
$2.74M +$12.3K +231 +0.5%
OWA
1128
Octavia Wealth Advisors
Ohio
$2.74M +$31.6K +594 +1%
HBWM
1129
Hollow Brook Wealth Management
New York
$2.73M +$14.4K +270 +0.5%
EHWM
1130
Eads & Heald Wealth Management
Georgia
$2.72M -$53.8K -1,011 -2%
SPFA
1131
Summit Place Financial Advisors
New Jersey
$2.72M -$175K -3,297 -6%
MMHP
1132
Murphy Middleton Hinkle & Parker
Georgia
$2.71M +$19.3K +363 +0.7%
TCM
1133
Telos Capital Management
California
$2.7M -$111K -2,088 -4%
MCC
1134
Money Concepts Capital
Florida
$2.7M +$1.13M +21,240 +72%
RWA
1135
Ropes Wealth Advisors
Massachusetts
$2.7M +$73.9K +1,389 +3%
DP
1136
Dearborn Partners
Illinois
$2.69M +$62.7K +1,179 +2%
SIA
1137
Schechter Investment Advisors
Michigan
$2.69M +$89.6K +1,683 +3%
DWT
1138
Dorsey & Whitney Trust
South Dakota
$2.68M -$61.1K -1,149 -2%
DAC
1139
Dividend Assets Capital
South Carolina
$2.67M -$398K -7,485 -13%
IAS
1140
Insigneo Advisory Services
Florida
$2.67M +$166K +3,114 +7%
AG
1141
Advocate Group
Minnesota
$2.67M -$117K -2,202 -4%
HCM
1142
Harvey Capital Management
Florida
$2.66M – – –
MCA
1143
MSH Capital Advisors
Arizona
$2.66M -$62.1K -1,167 -2%
CL
1144
Choreo LLC
Illinois
$2.65M -$65.5K -1,230 -2%
CA
1145
Commerzbank Aktiengesellschaft
Germany
$2.64M +$12.3K +231 +0.5%
OSNBOA
1146
Old Second National Bank of Aurora
Illinois
$2.63M -$87K -1,635 -3%
HTHT
1147
Hemenway Trust Hemenway Trust
New Hampshire
$2.63M -$178K -3,345 -6%
CAM
1148
Centre Asset Management
New York
$2.62M -$92.3K -1,734 -3%
MFGM
1149
Marshall Financial Group (Maryland)
Maryland
$2.61M -$49K -921 -2%
WSFS
1150
Wilmington Savings Fund Society
Delaware
$2.61M -$139K -2,610 -5%
44 45
46
47 48

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.