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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 %
GGI
1451
Godsey & Gibb Inc
Virginia
$1.9M +$140K +2,331 +8%
B
1452
Bailard
California
$1.9M -$1.32K -22 -0.1%
PWS
1453
Peterson Wealth Services
Utah
$1.9M +$128K +2,128 +7%
MIM
1454
MTM Investment Management
South Carolina
$1.89M +$11.6K +193 +0.6%
APF
1455
Alaska Permanent Fund
Alaska
$1.89M +$265K +4,409 +16%
MCM
1456
Manchester Capital Management
Vermont
$1.89M +$8.6K +143 +0.5%
CBT
1457
Central Bank & Trust
Kentucky
$1.88M +$150K +2,490 +9%
SCM
1458
SOL Capital Management
Maryland
$1.88M – – –
RGF
1459
Retirement Guys Formula
Ohio
$1.87M +$1.3M +21,667 +231%
QCIG
1460
Quad-Cities Investment Group
Iowa
$1.87M -$59K -980 -3%
MFG
1461
MidWestOne Financial Group
Iowa
$1.87M +$55.8K +928 +3%
RCM
1462
RMR Capital Management
California
$1.86M – – –
PWAM
1463
Pinnacle West Asset Management
Wyoming
$1.86M +$25.3K +420 +1%
MP
1464
McDonald Partners
Ohio
$1.84M +$241 +4 +0%
PPA
1465
Painted Porch Advisors
California
$1.84M +$46.8K +777 +3%
LMKC
1466
L.M. Kohn & Company
Ohio
$1.84M +$184K +3,057 +11%
CWAG
1467
Compton Wealth Advisory Group
Virginia
$1.83M +$66.1K +1,098 +4%
LSAG
1468
Lake Street Advisors Group
New Hampshire
$1.83M +$31.2K +516 +2%
DA
1469
Detalus Advisors
Missouri
$1.83M +$13.7K +227 +0.8%
VIP
1470
Vista Investment Partners
Oklahoma
$1.83M +$6.98K +116 +0.4%
PAM
1471
Paradigm Asset Management
New York
$1.83M – – –
QT
1472
Quantbot Technologies
New York
$1.82M -$1.05M -17,388 -36%
FCA
1473
FinTrust Capital Advisors
South Carolina
$1.82M +$36K +598 +2%
VCA
1474
Verdence Capital Advisors
Maryland
$1.82M +$33.7K +560 +2%
LC
1475
Lindbrook Capital
California
$1.82M +$105K +1,738 +6%
57 58
59
60 61