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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 %
CG
1201
Caprock Group
Idaho
$1.87M -$8.54K -180 -0.5%
VT
1202
Vise Technologies
New York
$1.86M +$337K +7,131 +22%
KNW
1203
Kesler Norman & Wride
Utah
$1.86M +$678K +14,352 +58%
IGWM
1204
ICA Group Wealth Management
Colorado
$1.86M -$1.8M -37,995 -49%
SACTSONJ
1205
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.84M – – –
HFM
1206
Hartford Financial Management
Connecticut
$1.84M -$145K -3,078 -7%
PWP
1207
Pursue Wealth Partners
California
$1.84M +$284K +6,000 +18%
WAM
1208
Weatherly Asset Management
California
$1.83M – – –
SIM
1209
Sterling Investment Management
Arizona
$1.83M -$117K -2,484 -6%
NSIM
1210
North Star Investment Management
Illinois
$1.83M +$3.26K +69 +0.2%
SIG
1211
Sargent Investment Group
Maryland
$1.83M +$147K +3,111 +9%
DMBA
1212
Deseret Mutual Benefit Administrators
Utah
$1.82M -$1.46M -30,993 -45%
FCMT
1213
Founders Capital Management (Texas)
Texas
$1.82M – – –
I
1214
INVST
Indiana
$1.82M -$66.8K -1,392 -4%
FRA
1215
Front Row Advisors
California
$1.82M -$52.9K -1,116 -3%
GWA
1216
Gibson Wealth Advisors
Texas
$1.8M +$1.77M +37,200 +6,200%
WWM
1217
WT Wealth Management
Arizona
$1.79M -$133K -2,808 -7%
BFM
1218
Boston Financial Management
Massachusetts
$1.79M +$14.3K +303 +0.8%
IAS
1219
IMA Advisory Services
Colorado
$1.79M – – –
WCM
1220
Windsor Capital Management
Arizona
$1.78M -$88.5K -1,872 -5%
SS
1221
Sunbelt Securities
Texas
$1.78M +$93.4K +1,977 +6%
PAG
1222
Powers Advisory Group
Illinois
$1.78M – – –
IIL
1223
Insight Inv LLC
California
$1.77M +$8.54K +180 +0.5%
BAM
1224
Blueshift Asset Management
New Jersey
$1.77M +$489K +10,347 +38%
EBWM
1225
Eagle Bluffs Wealth Management
Missouri
$1.76M -$20.7K -438 -1%
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