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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 %
KCM
1426
Kathmere Capital Management
Pennsylvania
$1.38M -$15.9K -324 -1%
LCM
1427
LCM Capital Management
Illinois
$1.38M +$54.1K +1,101 +4%
MCM
1428
McMillion Capital Management
North Carolina
$1.37M -$66.9K -1,362 -5%
WA
1429
Wealth Alliance
New York
$1.37M +$45.1K +918 +3%
VDI
1430
Vaughan David Investments
Illinois
$1.36M -$18.4K -375 -1%
DWP
1431
Daymark Wealth Partners
Ohio
$1.36M +$361K +7,344 +36%
FHC
1432
First Heartland Consultants
Missouri
$1.36M -$39.1K -795 -3%
JE
1433
JMAC Enterprises
Pennsylvania
$1.35M -$9.29K -189 -0.7%
CWA
1434
Clearview Wealth Advisors
Oregon
$1.35M +$505K +10,275 +60%
IP
1435
Intellectus Partners
California
$1.35M +$30.2K +612 +2%
TFP
1436
Tilia Fiduciary Partners
North Carolina
$1.35M +$30.5K +621 +2%
WFI
1437
West Family Investments
California
$1.34M -$9.14K -186 -0.7%
PWAM
1438
Pinnacle West Asset Management
Wyoming
$1.34M +$1.34M +27,345 New
OFA
1439
Oak Family Advisors
Illinois
$1.33M -$40.4K -822 -3%
LMKC
1440
L.M. Kohn & Company
Ohio
$1.33M -$36.1K -735 -3%
IBOK
1441
Independence Bank of Kentucky
Kentucky
$1.32M +$36.1K +735 +3%
EFS
1442
Essex Financial Services
Connecticut
$1.32M +$33K +672 +3%
DI
1443
DFPG Investments
Utah
$1.32M +$40.1K +816 +3%
SG
1444
Stonnington Group
California
$1.32M -$179K -3,597 -12%
NFA
1445
Northern Financial Advisors
Michigan
$1.32M -$37.2K -756 -3%
AIA
1446
Armor Investment Advisors
North Carolina
$1.32M +$115K +2,343 +10%
PEA
1447
Park Edge Advisors
Ohio
$1.31M +$836K +17,016 +176%
AWM
1448
Accurate Wealth Management
Florida
$1.31M +$147K +2,922 +13%
FPAS
1449
Focus Partners Advisor Solutions
Missouri
$1.31M +$45.9K +933 +4%
BFC
1450
Bedel Financial Consulting
Indiana
$1.3M -$61K -1,242 -4%
56 57
58
59 60