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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 %
PFBT
1151
Parkside Financial Bank & Trust
Missouri
$2.33M +$23.7K +483 +1%
AS
1152
Altshuler Shaham
Israel
$2.32M +$2.32M +47,103 +1,570,100%
NAMP
1153
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.31M -$63.4K -1,290 -3%
RWA
1154
Ropes Wealth Advisors
Massachusetts
$2.31M -$61.5K -1,251 -3%
PTC
1155
Private Trust Company
Ohio
$2.31M +$132K +2,685 +6%
BHA
1156
Beech Hill Advisors
New York
$2.31M -$24.2K -492 -1%
DP
1157
Dearborn Partners
Illinois
$2.3M -$243K -4,947 -10%
WI
1158
WBI Investments
New Jersey
$2.3M +$2.3M +46,770 New
FDS
1159
Freedom Day Solutions
Texas
$2.3M -$49.5K -1,014 -2%
DBRC
1160
D.B. Root & Company
Pennsylvania
$2.29M +$157K +3,198 +7%
ABP
1161
Arthur B. Page
$2.29M -$6.64K -135 -0.3%
LNB
1162
Ledyard National Bank
$2.28M -$20.2K -411 -0.9%
HVP
1163
Hudson Value Partners
Florida
$2.28M +$14.7K +300 +0.7%
DPIM
1164
Duff & Phelps Investment Management
Illinois
$2.28M – – –
CF
1165
Cantor Fitzgerald
New York
$2.26M -$510K -10,383 -18%
CWM
1166
C2C Wealth Management
Arizona
$2.25M +$11.8K +237 +0.5%
DSC
1167
Duncker Streett & Co
Missouri
$2.25M -$38.9K -792 -2%
JAM
1168
JCIC Asset Management
Ontario, Canada
$2.24M +$109K +2,223 +5%
BTI
1169
Blue Trust Inc
Georgia
$2.24M +$113K +2,397 +5%
DGAM
1170
Desjardins Global Asset Management
Quebec, Canada
$2.23M +$59.4K +1,209 +3%
PPWP
1171
Proquility Private Wealth Partners
Nevada
$2.23M +$1.04M +21,123 +87%
RHDIC
1172
R.H. Dinel Investment Counsel
California
$2.22M – – –
RSWM
1173
Robertson Stephens Wealth Management
California
$2.22M +$121K +2,451 +6%
ACG
1174
Allen Capital Group
Nebraska
$2.21M +$2.21M +45,051 New
UM
1175
Ulysses Management
New York
$2.21M +$2.21M +45,000 New
45 46
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