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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CLGM
101
Capitolis Liquid Global Markets
New York
$167M +$108M +1,895,400 +217%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$166M +$5.29M +92,432 +3%
DekaBank Deutsche Girozentrale
103
DekaBank Deutsche Girozentrale
Germany
$162M -$3.67M -64,055 -2%
PCM
104
Penserra Capital Management
California
$158M -$16.4M -287,476 -10%
Allspring Global Investments
105
Allspring Global Investments
North Carolina
$154M +$8.3M +145,106 +6%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$154M +$425K +7,423 +0.3%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$153M -$2.44M -42,665 -2%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$152M +$7.07M +123,568 +5%
William Blair & Company
109
William Blair & Company
Illinois
$150M +$2.18M +38,014 +2%
PAM
110
Panagora Asset Management
Massachusetts
$149M -$12.8M -223,657 -8%
VAM
111
Vontobel Asset Management
New York
$149M -$88.6M -1,548,511 -39%
EIP
112
Epoch Investment Partners
New York
$148M +$31.5M +550,819 +29%
SO
113
STRS Ohio
Ohio
$147M -$27.5M -480,370 -16%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$144M -$1.35M -23,601 -1%
RFC
115
Regions Financial Corp
Alabama
$142M +$11M +191,713 +9%
HCP
116
Hexagon Capital Partners
Arkansas
$141M +$4.11M +71,820 +3%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$138M -$2.17M -37,912 -2%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$137M +$3.09M +54,054 +2%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$137M -$183M -3,193,960 -59%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$136M -$28.2M -493,630 -18%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$136M +$850K +14,851 +0.7%
RPI
122
Railway Pension Investments
United Kingdom
$134M -$5.58M -97,600 -4%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$132M -$7.62M -133,249 -6%
Corient Private Wealth
124
Corient Private Wealth
Florida
$131M -$260K -4,545 -0.2%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$129M +$6.63M +115,819 +6%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.