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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1251
Zullo Investment Group
Pennsylvania
$2.18M +$22.4K +420 +1%
IB
1252
Intrust Bank
Kansas
$2.18M +$181K +3,393 +9%
BHBT
1253
Burke & Herbert Bank & Trust
Virginia
$2.18M -$108K -2,034 -5%
SF
1254
Symphony Financial
Texas
$2.18M +$64.2K +1,206 +3%
MC
1255
Martin & Co
Tennessee
$2.17M +$56.8K +1,068 +3%
RP
1256
Riverbridge Partners
Minnesota
$2.17M -$60K -1,128 -3%
BSB
1257
Bangor Savings Bank
Maine
$2.17M +$6.39K +120 +0.3%
BOS
1258
Bank of Stockton
California
$2.16M +$172K +3,234 +9%
NAM
1259
NTV Asset Management
West Virginia
$2.16M – – –
Capstone Investment Advisors
1260
Capstone Investment Advisors
New York
$2.16M +$2.15M +40,428 New
KA
1261
Kovack Advisors
Florida
$2.14M -$230K -4,323 -10%
SJIM
1262
St. Johns Investment Management
Florida
$2.13M -$22.5K -423 -1%
CIC
1263
Cornercap Investment Counsel
Georgia
$2.13M +$26.7K +501 +1%
DA
1264
Doliver Advisors
Texas
$2.12M -$59.2K -1,113 -3%
CF
1265
Centaurus Financial
California
$2.12M -$105K -1,968 -5%
EBWM
1266
Eagle Bluffs Wealth Management
Missouri
$2.11M -$133K -2,499 -6%
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$2.11M -$2.4K -45 -0.1%
SS
1268
Sunbelt Securities
Texas
$2.1M +$59.9K +1,125 +3%
PAM
1269
Pegasus Asset Management
New York
$2.09M +$50.1K +942 +2%
KNW
1270
Kesler Norman & Wride
Utah
$2.09M -$122K -2,286 -6%
SACTSONJ
1271
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.08M – – –
MWM
1272
Mission Wealth Management
California
$2.07M -$78.1K -1,467 -4%
TTWM
1273
TCV Trust & Wealth Management
Virginia
$2.06M -$3.67K -69 -0.2%
KCM
1274
Kanawha Capital Management
Virginia
$2.06M +$47.1K +885 +2%
FPAS
1275
Focus Partners Advisor Solutions
Missouri
$2.06M +$678K +12,735 +49%
49 50
51
52 53

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.