WMT icon

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 %
NP
1401
NorthRock Partners
Minnesota
$1.46M +$191K +3,879 +15%
CAGAS
1402
Capital Advisory Group Advisory Services
Minnesota
$1.46M -$13K -264 -0.9%
OPA
1403
Old Port Advisors
Maine
$1.44M -$150 -3 -0%
CCWM
1404
Cassaday & Co Wealth Management
Virginia
$1.44M +$14.7K +300 +1%
CHJWM
1405
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M -$1.37K -27 -0.1%
CGH
1406
CMG Global Holdings
Texas
$1.43M +$10.2K +207 +0.7%
RCM
1407
RB Capital Management
Nevada
$1.43M -$9.73K -198 -0.7%
DS
1408
DRW Securities
Illinois
$1.43M +$1.43M +29,100 New
WA
1409
Waverly Advisors
Alabama
$1.42M -$72.7K -1,479 -5%
SIC
1410
Sterling Investment Counsel
New York
$1.42M +$70.6K +1,437 +5%
GWANC
1411
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.41M +$42.8K +867 +3%
CSPIA
1412
Cary Street Partners Investment Advisory
Virginia
$1.4M -$164K -3,327 -10%
NL
1413
Navalign LLC
California
$1.4M -$10.2K -207 -0.7%
NNPTE
1414
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.4M -$14M -285,789 -91%
WP
1415
WealthPLAN Partners
Nebraska
$1.4M -$31K -630 -2%
GCC
1416
Game Creek Capital
Massachusetts
$1.4M +$369K +7,500 +36%
ISWM
1417
Independent Solutions Wealth Management
New York
$1.4M +$30.5K +621 +2%
MBT
1418
Montecito Bank & Trust
California
$1.4M +$2.21K +45 +0.2%
FNA
1419
First National Advisers
Nebraska
$1.4M +$52.4K +1,065 +4%
Lazard Asset Management
1420
Lazard Asset Management
New York
$1.39M -$2.68M -54,537 -66%
FA
1421
FDx Advisors
Illinois
$1.39M – – –
TA
1422
TCM Advisors
West Virginia
$1.39M -$1.3M – –
SAMC
1423
Spectrum Asset Management (California)
California
$1.39M +$191K +3,873 +16%
GWM
1424
Gray Wealth Management
Maine
$1.38M +$9K +183 +0.7%
3IP
1425
3Chopt Investment Partners
Virginia
$1.38M +$11.3K +228 +0.8%
55 56
57
58 59