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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCC
1326
Lincoln Capital Corp
Rhode Island
$2.33M -$68K -1,130 -3%
VWMG
1327
Virginia Wealth Management Group
Virginia
$2.33M -$68.1K -1,132 -3%
RP
1328
Riverbridge Partners
Minnesota
$2.32M -$71.7K -1,192 -3%
TCA
1329
Transcend Capital Advisors
New Jersey
$2.31M +$162K +2,700 +8%
BTWM
1330
Baker Tilly Wealth Management
Wisconsin
$2.31M -$83.5K -1,388 -3%
CGL
1331
Clarius Group LLC
Washington
$2.31M -$260K -4,314 -10%
QP
1332
Quilter Plc
United Kingdom
$2.31M +$54.9K +912 +2%
I
1333
INVST
Indiana
$2.3M +$177K +2,954 +8%
NL
1334
NVWM LLC
Pennsylvania
$2.3M -$39.4K -654 -2%
WPC
1335
White Pine Capital
Minnesota
$2.3M +$171K +2,883 +8%
AS
1336
Altshuler Shaham
Israel
$2.3M -$2.72M -45,150 -54%
GCM
1337
Geneva Capital Management
Wisconsin
$2.28M -$113K -1,880 -5%
Kayne Anderson Rudnick Investment Management
1338
Kayne Anderson Rudnick Investment Management
California
$2.28M -$64.4K -1,070 -3%
FCA
1339
FLC Capital Advisors
California
$2.28M +$54.2K +900 +2%
AUB
1340
Atlantic Union Bankshares
Virginia
$2.28M -$145K -2,418 -6%
WA
1341
Waddell & Associates
Tennessee
$2.27M +$16.5K +274 +0.7%
CTC (Chicago Trading Company)
1342
CTC (Chicago Trading Company)
Illinois
$2.27M -$11.8M -196,282 -84%
MC
1343
Martin & Co
Tennessee
$2.26M -$63.8K -1,060 -3%
CF
1344
Centaurus Financial
California
$2.26M -$487K -8,092 -18%
BPFA
1345
Barnes Pettey Financial Advisors
Mississippi
$2.26M -$7.22K -120 -0.3%
KA
1346
Kovack Advisors
Florida
$2.25M -$26.8K -446 -1%
HIC
1347
Holderness Investments Company
North Carolina
$2.23M +$8.24K +137 +0.4%
TCM
1348
Teza Capital Management
Illinois
$2.23M +$2.23M +37,097 New
DWA
1349
Delap Wealth Advisory
Oregon
$2.23M -$591K -9,824 -21%
PI
1350
Pettee Investors
Connecticut
$2.23M – – –
52 53
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