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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 %
FNBTCON
1376
First National Bank & Trust Co of Newtown
Pennsylvania
$1.51M – – –
VCM
1377
Virtue Capital Management
Tennessee
$1.51M +$69.7K +1,386 +5%
MFG
1378
MidWestOne Financial Group
Iowa
$1.5M +$71.2K +1,449 +5%
SAF
1379
Smith Anglin Financial
Texas
$1.5M +$89.9K +1,830 +6%
PA
1380
PFG Advisors
Arizona
$1.5M -$32.1K -654 -2%
PWA
1381
Phoenix Wealth Advisors
North Carolina
$1.5M +$77.6K +1,578 +5%
FPB
1382
First PREMIER Bank
South Dakota
$1.5M -$74.5K -1,515 -5%
NHC
1383
Nicholas Hoffman & Company
Georgia
$1.5M -$40.5K -825 -3%
AFG
1384
AFS Financial Group
Maryland
$1.49M -$18.4K -375 -1%
PWM
1385
PBMares Wealth Management
Virginia
$1.49M +$235K +4,776 +19%
LSPW
1386
Lake Street Private Wealth
Illinois
$1.49M +$193K +3,930 +15%
JFL
1387
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.49M -$14.7K -300 -1%
TCA
1388
Transcend Capital Advisors
New Jersey
$1.49M -$552K -11,226 -27%
ACI
1389
Alpha Cubed Investments
California
$1.48M -$235K -4,782 -14%
AIC
1390
Argus Investors Counsel
New York
$1.48M +$14.7K +300 +1%
HCM
1391
Highlander Capital Management
New Jersey
$1.48M -$73.7K -1,500 -5%
JWM
1392
Jeppson Wealth Management
California
$1.48M -$1.48K -30 -0.1%
DLA
1393
Douglas Lane & Associates
New York
$1.48M -$30.5K -621 -2%
DCM
1394
Dudley Capital Management
Virginia
$1.47M +$737 +15 +0.1%
AA
1395
Argent Advisors
Louisiana
$1.47M -$19K -387 -1%
DIM
1396
Delta Investment Management
California
$1.47M +$15.2K +309 +1%
SWK
1397
Stephen W. Kidder
$1.47M – – –
CA
1398
Claro Advisors
Massachusetts
$1.46M +$39.4K +801 +3%
AWP
1399
Accretive Wealth Partners
New Jersey
$1.46M +$14.2K +288 +1%
SCM
1400
Spreng Capital Management
Ohio
$1.46M -$96.3K -1,959 -6%
54 55
56
57 58