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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 %
HH
1176
Hilltop Holdings
Texas
$2.21M -$58.7K -1,194 -3%
GCM
1177
Geneva Capital Management
Wisconsin
$2.2M -$164K -3,336 -7%
MCAI
1178
Members Capital Advisors Inc
Wisconsin
$2.2M – – –
ST
1179
Smithfield Trust
Pennsylvania
$2.2M -$44K -897 -2%
PWA
1180
Providence Wealth Advisors
Illinois
$2.18M -$5.55K -111 -0.3%
WG
1181
Welch Group
Alabama
$2.18M +$58.1K +1,182 +3%
PFT
1182
Providence First Trust
Arizona
$2.17M -$48.1K -978 -2%
IIA
1183
ICW Investment Advisors
Arizona
$2.17M +$36.9K +750 +2%
HT
1184
HighTower Trust
Texas
$2.17M +$581K +12,729 +37%
LWA
1185
Lineweaver Wealth Advisors
Ohio
$2.17M +$74.5K +1,515 +4%
SAI
1186
Systematic Alpha Investments
New Jersey
$2.17M – – –
NAM
1187
NTV Asset Management
West Virginia
$2.17M -$48.7K -990 -2%
KA
1188
Kovack Advisors
Florida
$2.16M -$51.6K -1,050 -2%
SP
1189
Successful Portfolios
Florida
$2.16M -$24.8K -504 -1%
RP
1190
Riverbridge Partners
Minnesota
$2.16M -$77.6K -1,578 -3%
S
1191
SimplyRich
California
$2.15M – – –
CNBT
1192
Canandaigua National Bank & Trust
New York
$2.15M +$2.15M +43,704 New
SFG
1193
Snider Financial Group
Washington
$2.14M -$636K -12,948 -23%
LBC
1194
Lawrence B. Cohen
$2.14M +$77.7K +1,581 +4%
BHBT
1195
Burke & Herbert Bank & Trust
Virginia
$2.13M -$27.9K -567 -1%
CG
1196
Colony Group
Massachusetts
$2.13M -$1.03M -20,943 -33%
FWM
1197
Finer Wealth Management
Massachusetts
$2.13M +$6.93K +141 +0.3%
OHWP
1198
Oak Harbor Wealth Partners
North Carolina
$2.12M -$38.6K -786 -2%
ESB
1199
Essex Savings Bank
Connecticut
$2.11M +$2.21K +45 +0.1%
KF
1200
Krilogy Financial
Missouri
$2.1M -$149K -3,027 -7%
46 47
48
49 50