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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 %
RBC
1526
Romano Brothers & Co
Illinois
$1.07M +$31.9K +675 +3%
AP
1527
Americana Partners
Texas
$1.06M -$24.8K -525 -2%
PWMG
1528
Prestige Wealth Management Group
New Jersey
$1.06M -$519K -10,929 -33%
BFO
1529
Biltmore Family Office
North Carolina
$1.06M +$28.5K +600 +3%
YWP
1530
YorkBridge Wealth Partners
New York
$1.06M -$15.5K -327 -1%
AA
1531
Advisory Alpha
Michigan
$1.05M +$25.9K +549 +3%
DA
1532
Dillon & Associates
Michigan
$1.05M – – –
CC
1533
Cannell & Co
New York
$1.05M +$32K +678 +3%
BAM
1534
Byrne Asset Management
New Jersey
$1.05M -$22.7K -480 -2%
PR
1535
Payden & Rygel
California
$1.05M – – –
WPP
1536
Whalerock Point Partners
Rhode Island
$1.05M – – –
WDC
1537
Woodward Diversified Capital
California
$1.04M -$118K -2,493 -10%
MFG
1538
Monumental Financial Group
Maryland
$1.04M +$1.04M +22,089 New
RGF
1539
Retirement Guys Formula
Ohio
$1.04M +$154K +3,255 +17%
EWM
1540
Empirical Wealth Management
Washington
$1.04M -$139K -2,931 -12%
JIC
1541
Joel Isaacson & Co
New York
$1.04M +$101K +2,139 +11%
RP
1542
Rice Partnership
Hawaii
$1.04M -$1.28M -27,102 -55%
BFO
1543
Boston Family Office
Massachusetts
$1.04M -$7.09K -150 -0.7%
IB
1544
Intrust Bank
Kansas
$1.04M -$173K -3,651 -14%
FMTC
1545
Farmers & Merchants Trust Company
California
$1.03M +$170K +3,603 +20%
LC
1546
Lindbrook Capital
California
$1.03M +$34.9K +738 +3%
LFA
1547
Landmark Financial Advisors
Kentucky
$1.03M +$58.1K +1,230 +6%
DE
1548
Day & Ennis
Georgia
$1.03M +$113K +2,400 +12%
DOA
1549
D'Orazio & Associates
Virginia
$1.03M -$50.3K -1,065 -5%
MW
1550
Marcum Wealth
Ohio
$1.03M -$3.4K -72 -0.3%
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62
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