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Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1351
Geneva Capital Management
Wisconsin
$2.28M -$108K -1,880 -5%
Kayne Anderson Rudnick Investment Management
1352
Kayne Anderson Rudnick Investment Management
California
$2.28M -$61.2K -1,070 -3%
FCA
1353
FLC Capital Advisors
California
$2.28M +$51.5K +900 +2%
AUB
1354
Atlantic Union Bankshares
Virginia
$2.28M -$138K -2,418 -6%
WA
1355
Waddell & Associates
Tennessee
$2.27M +$15.7K +274 +0.7%
CTC (Chicago Trading Company)
1356
CTC (Chicago Trading Company)
Illinois
$2.27M -$11.2M -196,282 -84%
MC
1357
Martin & Co
Tennessee
$2.26M -$60.7K -1,060 -3%
CF
1358
Centaurus Financial
California
$2.26M -$463K -8,092 -18%
BPFA
1359
Barnes Pettey Financial Advisors
Mississippi
$2.26M -$6.87K -120 -0.3%
KA
1360
Kovack Advisors
Florida
$2.25M -$25.5K -446 -1%
HIC
1361
Holderness Investments Company
North Carolina
$2.23M +$7.84K +137 +0.4%
TCM
1362
Teza Capital Management
Illinois
$2.23M +$2.12M +37,097 New
DWA
1363
Delap Wealth Advisory
Oregon
$2.23M -$562K -9,824 -21%
PI
1364
Pettee Investors
Connecticut
$2.23M
EI
1365
Ethic Inc
New York
$2.23M +$78.8K +1,377 +4%
CPIG
1366
Chicago Partners Investment Group
Illinois
$2.22M +$260K +4,545 +14%
TTWM
1367
TCV Trust & Wealth Management
Virginia
$2.22M -$1.2K -21 -0.1%
FRA
1368
Front Row Advisors
California
$2.22M +$20.7K +362 +1%
AG
1369
Advocate Group
Minnesota
$2.22M -$564K -9,865 -21%
EB
1370
Exchange Bank
California
$2.22M
TFP
1371
Tilia Fiduciary Partners
North Carolina
$2.22M +$166K +2,900 +9%
CCA
1372
Catalyst Capital Advisors
New York
$2.22M
MGP
1373
M&G plc
United Kingdom
$2.21M +$2.11M +36,906 New
KNW
1374
Kesler Norman & Wride
Utah
$2.21M -$134K -2,336 -6%
APP
1375
Avantax Planning Partners
Iowa
$2.21M +$58.2K +1,018 +3%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.