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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
SIC
1426
Sterling Investment Counsel
New York
$2M +$132K +2,305 +7%
HI
1427
Handelsinvest Investeringsforvaltning
Denmark
$2M -$343K -5,994 -15%
AI
1428
Atom Investors
Texas
$1.99M +$1.89M +33,105 New
ACP
1429
Aviance Capital Partners
Florida
$1.99M +$789K +13,788 +72%
HA
1430
Harbor Advisors
Florida
$1.99M
GIP
1431
Greatmark Investment Partners
Georgia
$1.98M +$32.3K +564 +2%
CS
1432
Cannell & Spears
New York
$1.98M +$1.88M +32,893 New
FNFDCM
1433
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.98M +$3.83K +67 +0.2%
EWM
1434
Empirical Wealth Management
Washington
$1.97M +$391K +6,840 +26%
RCM
1435
RB Capital Management
Nevada
$1.97M +$177K +3,092 +10%
LOAMS
1436
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.96M +$1.86M +32,553 New
SLFPAM
1437
St. Louis Financial Planners Asset Management
Missouri
$1.96M +$13.4K +235 +0.7%
ABP
1438
Arthur B. Page
$1.95M -$237K -4,134 -11%
CPC
1439
Congress Park Capital
New York
$1.95M -$18.1K -317 -1%
KCFA
1440
Key Client Fiduciary Advisors
New Jersey
$1.95M +$76.8K +1,343 +4%
MWM
1441
MGB Wealth Management
Texas
$1.95M +$25.7K +450 +1%
SAF
1442
Smith Anglin Financial
Texas
$1.95M +$81.1K +1,418 +5%
QPWM
1443
Quadrant Private Wealth Management
Pennsylvania
$1.95M -$487K -8,511 -21%
TCM
1444
TD Capital Management
Tennessee
$1.94M +$620K +10,835 +51%
WSC
1445
Wellington Shields & Co
New York
$1.94M +$744 +13 +0%
FAM
1446
Formidable Asset Management
Ohio
$1.94M +$1.45M +25,317 +364%
MCA
1447
MSH Capital Advisors
Arizona
$1.94M -$944K -16,501 -34%
VA
1448
Verdad Advisers
Massachusetts
$1.94M +$1.84M +32,216 New
FFS
1449
Founders Financial Securities
Maryland
$1.93M -$99.4K -1,738 -5%
DCM
1450
Dudley Capital Management
Virginia
$1.93M +$5.44K +95 +0.3%

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.