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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
1501
Kingfisher Capital
North Carolina
$1.11M – – –
WSC
1502
Wellington Shields & Co
New York
$1.11M -$70.9K -1,500 -6%
LJAC
1503
L.J. Altfest & Co
New York
$1.11M -$65K -1,374 -6%
PG
1504
Proffitt & Goodson
Tennessee
$1.11M -$10.6K -225 -1%
AWS
1505
Aspen Wealth Strategies
Colorado
$1.1M +$1.1M +23,361 New
HDIM
1506
Hanson & Doremus Investment Management
Vermont
$1.1M +$508K +10,749 +85%
BI
1507
Ballast Inc
Kentucky
$1.1M -$26.4K -558 -2%
SFWA
1508
Summit Financial Wealth Advisors
Louisiana
$1.1M +$246K +5,202 +29%
ATC
1509
Adirondack Trust Company
New York
$1.1M +$9.5K +201 +0.9%
KFGK
1510
Keystone Financial Group (Kentucky)
Kentucky
$1.1M -$46.1K -975 -4%
UCI
1511
Uncommon Cents Investing
Wisconsin
$1.09M -$13.5K -285 -1%
SA
1512
Strategic Advisors
New York
$1.09M -$21.6K -456 -2%
VBCG
1513
Valley Brook Capital Group
Pennsylvania
$1.09M +$29.1K +615 +3%
FCT
1514
First Community Trust
Iowa
$1.09M -$4.54K -96 -0.4%
CWM
1515
Chesapeake Wealth Management
Virginia
$1.09M +$296K +6,273 +38%
AHB
1516
Abner Herrman & Brock
New Jersey
$1.08M +$799K +16,908 +284%
WQ
1517
Wealth Quarterback
New Jersey
$1.08M -$37.9K -801 -3%
MLA
1518
My Legacy Advisors
Oregon
$1.08M +$46.2K +978 +4%
NCM
1519
Narwhal Capital Management
Georgia
$1.08M +$33.7K +714 +3%
BPCE
1520
Bank Pictet & Cie (Europe)
Germany
$1.08M -$49.6K -1,050 -4%
AIS
1521
AM Investment Strategies
Tennessee
$1.08M – – –
WP
1522
WealthSource Partners
California
$1.08M -$363K -7,671 -25%
MWM
1523
Modera Wealth Management
New Jersey
$1.08M +$201K +4,257 +23%
IAG
1524
Ipsen Advisor Group
Arkansas
$1.07M +$1.07M +22,629 New
MC
1525
Machina Capital
France
$1.07M +$1.07M +22,608 New
59 60
61
62 63