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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 %
FRA
1251
Front Row Advisors
California
$1.89M +$10.3K +210 +0.5%
EWA
1252
Etesian Wealth Advisors
Oregon
$1.89M -$57.9K -1,179 -3%
9WM
1253
9258 Wealth Management
Ohio
$1.88M +$47.3K +963 +3%
SIM
1254
Sterling Investment Management
Arizona
$1.87M -$27.1K -552 -1%
FCA
1255
FLC Capital Advisors
California
$1.87M +$79.6K +1,620 +4%
PAM
1256
Pegasus Asset Management
New York
$1.87M +$36.7K +747 +2%
IAS
1257
IMA Advisory Services
Colorado
$1.86M – – –
Jones Financial Companies
1258
Jones Financial Companies
Missouri
$1.86M +$91.7K +1,866 +5%
CBT
1259
CoreFirst Bank & Trust
Kansas
$1.85M -$142K -2,898 -7%
TA
1260
Townsend & Associates
Colorado
$1.85M +$1.33M +26,463 +257%
JSL
1261
JT Stratford LLC
Georgia
$1.84M +$146K +2,973 +9%
I
1262
INVST
Indiana
$1.83M -$79.2K -1,569 -4%
PAG
1263
Powers Advisory Group
Illinois
$1.83M -$17K -345 -0.9%
SS
1264
Sunbelt Securities
Texas
$1.83M +$291 +6 +0%
WAAG
1265
Wealth Alliance Advisory Group
Kansas
$1.83M +$1.77K +36 +0.1%
BOS
1266
Bank of Stockton
California
$1.83M -$300K -6,105 -14%
FFA
1267
First Foundation Advisors
California
$1.82M +$324K +6,597 +22%
WCM
1268
Windsor Capital Management
Arizona
$1.82M -$32.3K -657 -2%
PI
1269
Pettee Investors
Connecticut
$1.82M – – –
SI
1270
Symmetry Investments
Jersey
$1.81M +$1.81M +36,900 New
ECM
1271
Evergreen Capital Management
Washington
$1.81M +$183K +3,705 +11%
QI
1272
Qtron Investments
Massachusetts
$1.81M -$354K -7,209 -16%
DMBA
1273
Deseret Mutual Benefit Administrators
Utah
$1.81M -$86.6K -1,761 -5%
IP
1274
Ignite Planners
California
$1.81M +$110K +2,202 +6%
FCMT
1275
Founders Capital Management (Texas)
Texas
$1.81M -$78.9K -1,605 -4%
49 50
51
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