WMT icon

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 %
MCA
1176
MSH Capital Advisors
Arizona
$1.96M -$147K -3,117 -7%
FPCM
1177
Financial Partners Capital Management
New York
$1.96M +$15.6K +330 +0.8%
CWP
1178
CFM Wealth Partners
Texas
$1.96M +$2.27K +48 +0.1%
WI
1179
Wintrust Investments
Illinois
$1.96M +$2.84K +60 +0.1%
FLPIM
1180
F.L. Putnam Investment Management
Massachusetts
$1.95M +$81.5K +1,725 +4%
BSB
1181
Bangor Savings Bank
Maine
$1.95M -$118K -2,496 -6%
BTI
1182
Blue Trust Inc
Georgia
$1.95M +$531K +12,282 +38%
MCI
1183
MRP Capital Investments
Georgia
$1.95M +$1.95M +41,172 New
SOAMC
1184
Spirit of America Management Corp
New York
$1.94M – – –
SFP
1185
Shepherd Financial Partners
Massachusetts
$1.92M +$408K +8,634 +27%
DWM
1186
Dakota Wealth Management
Florida
$1.92M +$87.2K +1,845 +5%
CBT
1187
CoreFirst Bank & Trust
Kansas
$1.92M -$33.9K -717 -2%
ACM
1188
Allred Capital Management
Texas
$1.92M +$12.6K +267 +0.7%
DA
1189
Doliver Advisors
Texas
$1.91M -$1.42K -30 -0.1%
ZIG
1190
Zullo Investment Group
Pennsylvania
$1.91M +$28.6K +606 +2%
SF
1191
Symphony Financial
Texas
$1.9M -$30.3K -633 -2%
FAIM
1192
Financial Advocates Investment Management
Washington
$1.89M +$138K +2,925 +8%
CPC
1193
Congress Park Capital
New York
$1.89M -$5.67K -120 -0.3%
TCA
1194
Trifecta Capital Advisors
Illinois
$1.89M +$1.89M +39,954 New
AC
1195
Abbrea Capital
California
$1.88M +$107K +2,250 +6%
CWMU
1196
Caliber Wealth Management (Utah)
Utah
$1.88M +$1.88M +39,759 New
GC
1197
Gilbert & Cook
Iowa
$1.87M +$17.4K +369 +0.9%
IIC
1198
Ironwood Investment Counsel
Arizona
$1.87M -$29.9K -633 -2%
CA
1199
Continuum Advisory
Idaho
$1.87M +$114K +6,225 +6%
EWA
1200
Etesian Wealth Advisors
Oregon
$1.87M +$1.87M +39,561 New
46 47
48
49 50