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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 %
WI
1226
Wintrust Investments
Illinois
$2M -$28.8K -585 -1%
TTWM
1227
TCV Trust & Wealth Management
Virginia
$2M -$83K -1,689 -4%
BSB
1228
Bangor Savings Bank
Maine
$2M -$28.8K -585 -1%
TCA
1229
Trifecta Capital Advisors
Illinois
$1.99M +$22.1K +450 +1%
NAS
1230
Nicolet Advisory Services
Wisconsin
$1.98M +$321K +6,387 +19%
AC
1231
Abbrea Capital
California
$1.98M +$18.5K +375 +0.9%
NPT
1232
Nixon Peabody Trust
Massachusetts
$1.97M +$153K +3,120 +8%
MCI
1233
MRP Capital Investments
Georgia
$1.97M -$53.5K -1,089 -3%
QPWM
1234
Quadrant Private Wealth Management
Pennsylvania
$1.97M +$242K +4,905 +14%
MS
1235
Maven Securities
Jersey
$1.95M +$1.95M +39,684 New
IGWM
1236
ICA Group Wealth Management
Colorado
$1.95M +$24K +489 +1%
HI
1237
HBK Investments
Texas
$1.95M +$1.95M +39,657 New
CWMU
1238
Caliber Wealth Management (Utah)
Utah
$1.95M -$6.93K -141 -0.4%
PWP
1239
Pursue Wealth Partners
California
$1.94M +$33.8K +687 +2%
LFM
1240
LGT Fund Management
Liechtenstein
$1.93M -$1.99M -40,500 -51%
IB
1241
Intrust Bank
Kansas
$1.93M +$853K +17,349 +79%
SACTSONJ
1242
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.92M – – –
WP
1243
WealthShield Partners
North Carolina
$1.92M +$96.9K +1,965 +5%
CA
1244
Continuum Advisory
Idaho
$1.91M -$13.2K -702 -0.7%
CPC
1245
Congress Park Capital
New York
$1.9M -$70.6K -1,437 -4%
IIC
1246
Ironwood Investment Counsel
Arizona
$1.9M -$53.1K -1,080 -3%
BPFA
1247
Barnes Pettey Financial Advisors
Mississippi
$1.89M +$83.3K +1,695 +5%
WAM
1248
Weatherly Asset Management
California
$1.89M -$13.3K -270 -0.7%
HFM
1249
Hartford Financial Management
Connecticut
$1.89M -$21.2K -432 -1%
AF
1250
Advisornet Financial
Minnesota
$1.89M +$66.5K +1,353 +4%
48 49
50
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