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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 %
NFA
1401
Northern Financial Advisors
Michigan
$2.03M +$13.7K +227 +0.7%
RFG
1402
RFP Financial Group
Georgia
$2.02M -$62.5K -1,038 -3%
XSC
1403
X-Square Capital
Puerto Rico
$2.02M -$21.5K -360 -1%
PA
1404
PFG Advisors
Arizona
$2.02M +$402K +6,677 +25%
CCIA
1405
Cherry Creek Investment Advisors
Colorado
$2.01M +$125K +2,084 +7%
TCOO
1406
Trust Company of Oklahoma
Oklahoma
$2.01M -$44K -732 -2%
PAG
1407
Powers Advisory Group
Illinois
$2.01M -$150K -2,495 -7%
SXL
1408
Summit X LLC
Missouri
$2.01M +$95.2K +1,582 +5%
AIA
1409
Armor Investment Advisors
North Carolina
$2.01M +$75.8K +1,260 +4%
IFS
1410
Ifrah Financial Services
Arkansas
$2.01M +$39.5K +657 +2%
GTAM
1411
Global Trust Asset Management
Florida
$2.01M -$119K -1,982 -6%
SIC
1412
Sterling Investment Counsel
New York
$2M +$139K +2,305 +7%
HI
1413
Handelsinvest Investeringsforvaltning
Denmark
$2M -$361K -5,994 -15%
AI
1414
Atom Investors
Texas
$1.99M +$1.99M +33,105 New
ACP
1415
Aviance Capital Partners
Florida
$1.99M +$830K +13,788 +72%
HA
1416
Harbor Advisors
Florida
$1.99M – – –
GIP
1417
Greatmark Investment Partners
Georgia
$1.98M +$33.9K +564 +2%
CS
1418
Cannell & Spears
New York
$1.98M +$1.98M +32,893 New
FNFDCM
1419
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.98M +$4.03K +67 +0.2%
EWM
1420
Empirical Wealth Management
Washington
$1.97M +$412K +6,840 +26%
RCM
1421
RB Capital Management
Nevada
$1.97M +$186K +3,092 +10%
LOAMS
1422
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.96M +$1.96M +32,553 New
SLFPAM
1423
St. Louis Financial Planners Asset Management
Missouri
$1.96M +$14K +235 +0.7%
ABP
1424
Arthur B. Page
$1.95M -$249K -4,134 -11%
CPC
1425
Congress Park Capital
New York
$1.95M -$19.1K -317 -1%
55 56
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