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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
NHT
1226
New Hampshire Trust
New Hampshire
$2.9M +$30.7K +537 +1%
CSPIA
1227
Cary Street Partners Investment Advisory
Virginia
$2.89M +$83.1K +1,452 +3%
DBRC
1228
D.B. Root & Company
Pennsylvania
$2.89M +$30K +525 +1%
MG
1229
Mather Group
Illinois
$2.88M -$2.1M -36,654 -67%
GP
1230
Girard Partners
Pennsylvania
$2.88M -$488K -8,521 -15%
SFP
1231
Shepherd Financial Partners
Massachusetts
$2.87M +$150K +2,621 +6%
DWT
1232
Dorsey & Whitney Trust
South Dakota
$2.87M -$444K -7,755 -14%
OSNBOA
1233
Old Second National Bank of Aurora
Illinois
$2.87M -$111K -1,935 -4%
BP
1234
BBR Partners
New York
$2.87M +$233K +4,065 +9%
CWMU
1235
Caliber Wealth Management (Utah)
Utah
$2.86M +$102K +1,780 +4%
SNBOSD
1236
Security National Bank of So Dak
Iowa
$2.85M -$21.7K -380 -0.8%
PIM
1237
Penobscot Investment Management
Massachusetts
$2.84M +$276K +4,820 +11%
CPA
1238
Capital Planning Advisors
California
$2.83M +$386K +6,740 +17%
VF
1239
Virtu Financial
New York
$2.83M +$1.67M +29,258 +165%
LS
1240
Livforsakringsbolaget Skandia
Sweden
$2.83M
AFA
1241
AllGen Financial Advisors
Florida
$2.83M +$12.3K +215 +0.5%
HI
1242
Harbour Investments
Wisconsin
$2.81M +$473K +8,269 +22%
DSC
1243
Duncker Streett & Co
Missouri
$2.81M -$68.7K -1,201 -3%
IIA
1244
ICW Investment Advisors
Arizona
$2.8M +$9.61K +168 +0.4%
NAMP
1245
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.78M +$19.2K +335 +0.7%
SPIS
1246
Steward Partners Investment Solutions
Oregon
$2.78M +$109K +1,905 +4%
PS
1247
Pensionfund Sabic
Netherlands
$2.77M -$418K -7,300 -14%
CI
1248
Cigna Investments
Connecticut
$2.74M -$21.3K -373 -0.8%
WMA
1249
West Michigan Advisors
Michigan
$2.73M +$163K +2,852 +7%
DBIA
1250
Dumont & Blake Investment Advisors
New Jersey
$2.73M +$17.2K +300 +0.7%

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.