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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 %
PL
1326
Plancorp LLC
Missouri
$1.63M -$14K -285 -0.9%
PA
1327
Procyon Advisors
Connecticut
$1.63M -$1.67M -33,999 -51%
4WM
1328
44 Wealth Management
Oregon
$1.63M +$3.24K +66 +0.2%
FIA
1329
Foundations Investment Advisors
Arizona
$1.62M +$241K +4,899 +17%
HA
1330
Harbor Advisors
Florida
$1.62M – – –
ACM
1331
Argent Capital Management
Missouri
$1.62M – – –
WWM
1332
Wolff Wiese Magana
California
$1.61M +$4.72K +96 +0.3%
GLA
1333
Good Life Advisors
Pennsylvania
$1.61M -$52.2K -1,062 -3%
HCP
1334
Holt Capital Partners
Texas
$1.61M +$6.34K +129 +0.4%
HW
1335
Hancock Whitney
Mississippi
$1.61M +$5.01K +102 +0.3%
BC
1336
Bowman & Company
Wisconsin
$1.61M +$150K +3,042 +10%
HWA
1337
HCR Wealth Advisors
California
$1.6M – – –
MCM
1338
Manchester Capital Management
Vermont
$1.6M +$5.46K +111 +0.3%
FCFC
1339
First Commonwealth Financial Corp
Pennsylvania
$1.6M -$34.7K -705 -2%
CST
1340
Charles Schwab Trust
Nevada
$1.59M +$103K +2,094 +7%
B
1341
Bailard
California
$1.59M -$45.9K -933 -3%
STC
1342
Sarah T. Connolly
$1.58M +$619K +12,585 +64%
BONH
1343
Bank of New Hampshire
New Hampshire
$1.58M -$57.7K -1,173 -4%
QCIG
1344
Quad-Cities Investment Group
Iowa
$1.58M +$1.18K +24 +0.1%
LB
1345
Legacy Bridge
Iowa
$1.58M – – –
PAM
1346
Paradigm Asset Management
New York
$1.58M -$7.37K -150 -0.5%
BCP
1347
Blue Chip Partners
Michigan
$1.58M +$34.9K +711 +2%
PCM
1348
Parsons Capital Management
Rhode Island
$1.57M +$120K +2,439 +8%
TA
1349
TruWealth Advisors
Louisiana
$1.57M -$6.93K -141 -0.4%
SCM
1350
SOL Capital Management
Maryland
$1.56M – – –
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