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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
DWA
1126
Douglass Winthrop Advisors
New York
$3.42M -$23.3K -408 -0.7%
BCM
1127
Buckhead Capital Management
Georgia
$3.39M +$39.7K +693 +1%
DTL
1128
Dynamic Technology Lab
Singapore
$3.38M +$2.79M +48,718 +647%
FSA
1129
Financial Security Advisor
Virginia
$3.38M -$5.78K -101 -0.2%
MNBTD
1130
Moody National Bank Trust Division
Texas
$3.38M -$15.2K -266 -0.5%
RCA
1131
Riverview Capital Advisers
Massachusetts
$3.37M -$65.6K -1,147 -2%
BHC
1132
Bowen Hanes & Co
Florida
$3.37M -$36K -630 -1%
KLCM
1133
KG&L Capital Management
Louisiana
$3.36M -$153K -2,670 -5%
TPI
1134
Trust Point Inc
Wisconsin
$3.36M -$365K -6,381 -10%
IW
1135
Imprint Wealth
South Carolina
$3.35M +$1.86M +32,505 +139%
RMC
1136
Resources Management Corp
Connecticut
$3.35M -$12K -210 -0.4%
CCM
1137
Cullen Capital Management
New York
$3.35M -$463K -8,098 -13%
SJL
1138
Shayne & Jacobs LLC
Tennessee
$3.35M -$49.6K -867 -2%
BBWA
1139
Bell & Brown Wealth Advisors
California
$3.34M -$73.5K -1,284 -2%
AP
1140
Arlington Partners
Alabama
$3.33M -$130K -2,277 -4%
FHB
1141
First Hawaiian Bank
Hawaii
$3.33M -$205K -3,585 -6%
AWA
1142
Aaron Wealth Advisors
Illinois
$3.32M +$320K +5,584 +11%
WP
1143
Westmount Partners
California
$3.31M +$9.61K +168 +0.3%
SA
1144
SRH Advisors
Kansas
$3.3M -$4.12K -72 -0.1%
FCM
1145
Fourpath Capital Management
Oklahoma
$3.3M +$629 +11 +0%
KIC
1146
Kensington Investment Counsel
California
$3.29M -$796K -13,918 -20%
SWM
1147
SeaCrest Wealth Management
New York
$3.29M +$433K +7,573 +16%
MFWM
1148
Motley Fool Wealth Management
Virginia
$3.29M +$17K +297 +0.5%
TNB
1149
Thomasville National Bank
Georgia
$3.29M -$51.2K -894 -2%
CI Investments Inc
1150
CI Investments Inc
Ontario, Canada
$3.28M +$445K +7,769 +17%

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.