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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
ACM
126
Anomaly Capital Management
New York
$126M +$45.1M +788,229 +60%
Flossbach Von Storch
127
Flossbach Von Storch
Germany
$126M -$20M -349,947 -14%
Asset Management One
128
Asset Management One
Japan
$126M -$17.1M -299,091 -13%
Bank Julius Baer & Co
129
Bank Julius Baer & Co
Switzerland
$125M -$863K -15,075 -0.7%
DB
130
Danske Bank
Denmark
$120M +$114M +2,000,532 New
MIP
131
Mondrian Investment Partners
United Kingdom
$120M -$13.7M -239,434 -11%
Nomura Asset Management
132
Nomura Asset Management
Japan
$120M +$3.85M +67,292 +4%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$119M +$986K +17,241 +0.9%
SIG
134
Stonegate Investment Group
Alabama
$118M +$2M +34,997 +2%
PI
135
PineBridge Investments
New York
$116M +$6.81M +119,038 +7%
PIF
136
Public Investment Fund
Saudi Arabia
$115M -$26.6M -465,180 -20%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$115M +$108M +1,878,852 +7,668%
ZIM
138
Zacks Investment Management
Illinois
$114M +$2.29M +40,077 +2%
Aberdeen Group
139
Aberdeen Group
United Kingdom
$112M +$343K +5,997 +0.3%
Comerica Bank
140
Comerica Bank
Texas
$112M +$2.71M +47,288 +3%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$112M -$5.58M -97,528 -5%
Citadel Advisors
142
Citadel Advisors
Florida
$111M -$183M -3,201,374 -63%
Aviva
143
Aviva
United Kingdom
$111M +$1.56M +27,233 +1%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$110M +$5.93M +103,623 +6%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$110M +$1.17M +20,506 +1%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$109M -$159K -2,776 -0.2%
Osaic Holdings
147
Osaic Holdings
Arizona
$105M -$27M -472,185 -21%
Calamos Advisors
148
Calamos Advisors
Illinois
$105M +$2.69M +47,059 +3%
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
$104M +$3.39M +59,210 +4%
Point72 Asset Management
150
Point72 Asset Management
Connecticut
$103M -$66M -1,152,746 -40%

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.