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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 %
PAM
1226
Pegasus Asset Management
New York
$1.76M +$7.52K +159 +0.4%
QWM
1227
QP Wealth Management
New Jersey
$1.76M -$196K -4,137 -10%
9WM
1228
9258 Wealth Management
Ohio
$1.76M – – –
BBNA
1229
Bremer Bank National Association
Minnesota
$1.76M +$1.33M +28,104 +310%
AF
1230
Advisornet Financial
Minnesota
$1.76M +$8.79K +186 +0.5%
WAAG
1231
Wealth Alliance Advisory Group
Kansas
$1.76M – – –
NPT
1232
Nixon Peabody Trust
Massachusetts
$1.75M +$103K +2,175 +6%
WP
1233
WealthShield Partners
North Carolina
$1.75M +$103K +2,175 +6%
PI
1234
Pettee Investors
Connecticut
$1.75M – – –
BPFA
1235
Barnes Pettey Financial Advisors
Mississippi
$1.74M -$53.3K -1,128 -3%
SAM
1236
Shell Asset Management
Netherlands
$1.74M -$4.24M -89,721 -71%
RFG
1237
RFP Financial Group
Georgia
$1.73M +$1.73M +36,636 New
FCA
1238
FLC Capital Advisors
California
$1.72M -$144K -3,048 -8%
BHPW
1239
Beverly Hills Private Wealth
California
$1.72M +$1.72M +36,429 New
GCM
1240
Gables Capital Management
Florida
$1.71M -$74.4K -1,575 -4%
MMG
1241
Monetary Management Group
Missouri
$1.71M -$78K -1,650 -4%
BWM
1242
Baystate Wealth Management
Massachusetts
$1.71M -$3.4K -72 -0.2%
CCA
1243
Catalyst Capital Advisors
New York
$1.71M +$709K +15,000 +71%
Jones Financial Companies
1244
Jones Financial Companies
Missouri
$1.7M -$26.7K -564 -2%
SWM
1245
SeaCrest Wealth Management
New York
$1.7M +$9.22K +195 +0.5%
PTC
1246
Philadelphia Trust Company
Pennsylvania
$1.7M +$1.7M +35,937 New
PH
1247
Pinnacle Holdings
Oklahoma
$1.7M -$215K -4,554 -11%
BIA
1248
Beacon Investment Advisors
Maryland
$1.69M +$1.69M +35,775 New
Kayne Anderson Rudnick Investment Management
1249
Kayne Anderson Rudnick Investment Management
California
$1.68M +$17.3K +366 +1%
IFS
1250
Ifrah Financial Services
Arkansas
$1.67M -$7.8K -165 -0.5%
48 49
50
51 52