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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 %
CCM
1201
Chimera Capital Management
New York
$2.1M +$1.44M +29,304 +218%
SJIM
1202
St. Johns Investment Management
Florida
$2.1M -$47.5K -966 -2%
CA
1203
Commerzbank Aktiengesellschaft
Germany
$2.1M -$4.13K -84 -0.2%
WFG
1204
Wills Financial Group
Virginia
$2.09M -$166K -3,384 -7%
TFA
1205
Transamerica Financial Advisors
Florida
$2.08M -$1.56M -31,689 -43%
ZIG
1206
Zurich Insurance Group
Switzerland
$2.08M +$2.08M +42,300 New
EBWM
1207
Eagle Bluffs Wealth Management
Missouri
$2.07M +$225K +4,569 +12%
MWA
1208
Meridian Wealth Advisors
Texas
$2.06M +$14.7K +300 +0.7%
AMBIA
1209
Allen Mooney & Barnes Investment Advisors
Georgia
$2.06M -$136K -2,769 -6%
AIM
1210
Aspen Investment Management
Michigan
$2.05M -$442 -9 -0%
SAG
1211
SageView Advisory Group
California
$2.05M +$1.01M +20,541 +97%
CWP
1212
CFM Wealth Partners
Texas
$2.05M +$13.7K +279 +0.7%
MWM
1213
Mission Wealth Management
California
$2.04M -$40.4K -822 -2%
DA
1214
Doliver Advisors
Texas
$2.04M +$53.4K +1,086 +3%
ACM
1215
Allred Capital Management
Texas
$2.03M +$37.7K +768 +2%
MC
1216
Martin & Co
Tennessee
$2.03M -$40.3K -819 -2%
MCA
1217
MSH Capital Advisors
Arizona
$2.03M -$8.7K -177 -0.4%
KHLMTHM
1218
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.02M – – –
KNW
1219
Kesler Norman & Wride
Utah
$2.02M +$86.6K +1,761 +4%
SOAMC
1220
Spirit of America Management Corp
New York
$2.02M – – –
PI
1221
PFG Investments
New York
$2.02M +$2.02M +41,046 New
ZIG
1222
Zullo Investment Group
Pennsylvania
$2.02M +$34.1K +693 +2%
SIG
1223
Sargent Investment Group
Maryland
$2.02M +$101K +2,040 +5%
DWM
1224
Dakota Wealth Management
Florida
$2.01M +$18.3K +372 +0.9%
SFP
1225
Shepherd Financial Partners
Massachusetts
$2M +$3.24K +66 +0.2%
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