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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1601
Liberty Capital Management
Michigan
$1.03M – – –
FCP
1602
Fidelis Capital Partners
Florida
$1.03M +$679K +13,428 +194%
SA
1603
SRN Advisors
Pennsylvania
$1.03M -$137K -2,820 -12%
SCA
1604
Southern Capital Advisors
Tennessee
$1.03M -$13.7K -279 -1%
FNBOH
1605
First National Bank of Hutchinson
Kansas
$1.03M +$29.5K +600 +3%
GA
1606
GoalVest Advisory
New York
$1.03M +$38.3K +780 +4%
HWMG
1607
Hurlow Wealth Management Group
Indiana
$1.03M -$147 -3 -0%
SAM
1608
Secure Asset Management
Michigan
$1.02M +$45.9K +933 +5%
AB
1609
Atlas Brown
Kentucky
$1.02M -$27.6K -561 -3%
DCM
1610
Donaldson Capital Management
Indiana
$1.02M -$35.4K -720 -3%
BFIM
1611
Beese Fulmer Investment Management
Ohio
$1.02M -$233K -4,737 -19%
PFA
1612
Professional Financial Advisors
Nebraska
$1.02M -$24.6K -495 -2%
AF
1613
Aldebaran Financial
$1.02M -$201K -4,086 -17%
CWP
1614
Capital Wealth Planning
Florida
$1.02M -$615K -12,507 -38%
SIG
1615
Sky Investment Group
Connecticut
$1.01M -$1.77K -36 -0.2%
LC
1616
Lincoln Capital
Nebraska
$1.01M -$2.95K -60 -0.3%
WJWM
1617
Williams Jones Wealth Management
New York
$1.01M -$50.1K -1,020 -5%
SDAM
1618
Shulman DeMeo Asset Management
New York
$1.01M +$6.78K +138 +0.7%
FAG
1619
Financial Advisory Group
Texas
$1.01M +$68K +1,383 +7%
RG
1620
Renaissance Group
Kentucky
$1.01M -$65.2K -1,326 -6%
VV
1621
Verity & Verity
South Carolina
$1M -$34.5K -702 -3%
WBCM
1622
Wilson & Boucher Capital Management
California
$999K +$32.3K +657 +3%
TAM
1623
Tealwood Asset Management
Minnesota
$999K +$120K +2,436 +14%
CAC
1624
Certified Advisory Corp
Florida
$997K +$55.1K +1,122 +6%
WLIM
1625
White Lighthouse Investment Management
Massachusetts
$996K +$1.03K +21 +0.1%
63 64
65
66 67