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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
CC
1551
Chicago Capital
Illinois
$1.66M +$68.8K +1,203 +5%
LFG
1552
Larson Financial Group
Missouri
$1.66M -$18K -314 -1%
H
1553
HoyleCohen
California
$1.66M +$23.3K +408 +2%
LA
1554
Lifeworks Advisors
Michigan
$1.65M -$129K -2,257 -8%
FFBTD
1555
First Financial Bank - Trust Division
Ohio
$1.65M -$311K -5,433 -17%
CCWM
1556
Cassaday & Co Wealth Management
Virginia
$1.65M +$40.2K +702 +3%
FAIM
1557
Financial Advocates Investment Management
Washington
$1.64M +$406K +7,102 +35%
PHIMC
1558
Private Harbour Investment Management & Counsel
Ohio
$1.64M -$81K -1,415 -5%
AO
1559
Advisor OS
Illinois
$1.64M +$233K +4,077 +18%
SFA
1560
Souders Financial Advisors
Ohio
$1.64M -$76.7K -1,340 -5%
CFO
1561
CVA Family Office
Colorado
$1.64M +$1.77K +31 +0.1%
P
1562
Pitcairn
Pennsylvania
$1.64M +$77K +1,346 +5%
WFI
1563
West Family Investments
California
$1.64M +$12.2K +213 +0.8%
CBA
1564
Coastal Bridge Advisors
Connecticut
$1.64M +$1.2K +21 +0.1%
LSPW
1565
Lake Street Private Wealth
Illinois
$1.63M +$82K +1,433 +6%
HBT
1566
Heartland Bank & Trust
Illinois
$1.62M +$316K +5,519 +26%
WAG
1567
Winthrop Advisory Group
Massachusetts
$1.62M -$3.32K -58 -0.2%
BFC
1568
Bedel Financial Consulting
Indiana
$1.62M +$4K +70 +0.3%
FCFC
1569
First Commonwealth Financial Corp
Pennsylvania
$1.62M +$6.29K +110 +0.4%
VHAM
1570
Van Hulzen Asset Management
California
$1.62M +$303K +5,299 +25%
AA
1571
Advisory Alpha
Michigan
$1.61M +$13.3K +232 +0.9%
RWM
1572
RKL Wealth Management
Pennsylvania
$1.61M +$91.9K +1,607 +6%
HFBOT
1573
Home Federal Bank of Tennessee
Tennessee
$1.61M +$47.8K +835 +3%
HI
1574
Hoey Investments
Pennsylvania
$1.61M +$224K +3,921 +17%
DLA
1575
Douglas Lane & Associates
New York
$1.61M -$4.58K -80 -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.