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Walmart Inc
WMT

2,851 hedge funds and large institutions have $131B invested in Walmart Inc in 2023 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,203 increasing their positions, 1,094 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 101

24% more funds holding in top 10

Funds holding in top 10: 99 → 123 (+24)

17% more call options, than puts

Call options by funds: $4.04B | Put options by funds: $3.45B

2.24% more ownership

Funds ownership: 96.96% → 99.21% (+2.2%)

2% more funds holding

Funds holding: 2,806 → 2,851 (+45)

10% more repeat investments, than reductions

Existing positions increased: 1,203 | Existing positions reduced: 1,094

4% more capital invested

Capital invested by funds: $126B → $131B (+$5.04B)

Holders
2,851
Holders Change
+45
Holders Change %
+1.6%
% of All Funds
45.43%
Holding in Top 10
123
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.24%
% of All Funds
1.96%
New
205
Increased
1,203
Reduced
1,094
Closed
101
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$445M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$418M
3
Marshall Wace
Marshall Wace
United Kingdom
+$417M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$407M
5
BlackRock
BlackRock
New York
+$403M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$993M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$717M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$320M
4
First Trust Advisors
First Trust Advisors
Illinois
-$173M
5
CA
Cullinan Associates
Kentucky
-$160M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1276
Bank of Stockton
California
$1.83M -$290K -6,105 -14%
FFA
1277
First Foundation Advisors
California
$1.82M +$313K +6,597 +22%
WCM
1278
Windsor Capital Management
Arizona
$1.82M -$31.2K -657 -2%
PI
1279
Pettee Investors
Connecticut
$1.82M – – –
SI
1280
Symmetry Investments
Jersey
$1.81M +$1.75M +36,900 New
ECM
1281
Evergreen Capital Management
Washington
$1.81M +$176K +3,705 +11%
QI
1282
Qtron Investments
Massachusetts
$1.81M -$342K -7,209 -16%
DMBA
1283
Deseret Mutual Benefit Administrators
Utah
$1.81M -$83.6K -1,761 -5%
IP
1284
Ignite Planners
California
$1.81M +$105K +2,202 +6%
FCMT
1285
Founders Capital Management (Texas)
Texas
$1.81M -$76.2K -1,605 -4%
BBNA
1286
Bremer Bank National Association
Minnesota
$1.81M -$19.2K -405 -1%
SAM
1287
Shell Asset Management
Netherlands
$1.81M – – –
SF
1288
Symphony Financial
Texas
$1.8M -$124K -2,619 -7%
BWM
1289
Baystate Wealth Management
Massachusetts
$1.8M +$13.2K +279 +0.8%
FFS
1290
Founders Financial Securities
Maryland
$1.79M +$86K +1,812 +5%
GCM
1291
Gables Capital Management
Florida
$1.79M +$5.98K +126 +0.3%
SFI
1292
Siemens Fonds Invest
Germany
$1.79M -$298K -6,276 -15%
FAIM
1293
Financial Advocates Investment Management
Washington
$1.79M -$175K -3,696 -9%
MMG
1294
Monetary Management Group
Missouri
$1.78M – – –
OC
1295
Oarsman Capital
Wisconsin
$1.78M +$227K +4,779 +15%
CCA
1296
Catalyst Capital Advisors
New York
$1.78M – – –
WHCI
1297
W.H. Cornerstone Investments
Massachusetts
$1.78M +$102K +2,148 +6%
MCA
1298
Magnolia Capital Advisors
Mississippi
$1.77M +$66.8K +1,407 +4%
KCM
1299
Kanawha Capital Management
Virginia
$1.77M +$147K +3,099 +9%
BIA
1300
Beacon Investment Advisors
Maryland
$1.76M +$4.98K +105 +0.3%
50 51
52
53 54

WMT Hedge Fund Activity: Q1 2023 in Review

2,851 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2023, worth a combined $131B — up 4% from $126B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new WMT positions and 101 closed out — a net gain of 104 holders — while 1,203 added to existing stakes and 1,094 trimmed.

The largest buyer was Boston Partners, adding an estimated $445M. The largest seller was GQG Partners, cutting an estimated $993M.

  • 2,851 institutional investors held Walmart Inc (WMT) as of Q1 2023, up from 2,806 in Q4 2022.
  • Funds reported $131B of Walmart Inc stock for Q1 2023, up 4% quarter-over-quarter.
  • 205 funds opened new Walmart Inc positions in Q1 2023 and 101 closed out, a net change of +104 holders.
  • The largest Walmart Inc buyer in Q1 2023 was Boston Partners, an estimated $445M added.
  • The largest Walmart Inc seller in Q1 2023 was GQG Partners, an estimated $993M sold.

Based on aggregated 13F filings for Q1 2023.