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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 %
CAC
1626
Certified Advisory Corp
Florida
$906K +$34.7K +735 +4%
KFP
1627
KMG Fiduciary Partners
Ohio
$905K -$9.64K -204 -1%
TIM
1628
Tevis Investment Management
Texas
$905K -$4.54K -96 -0.5%
FAG
1629
Financial Advisory Group
Texas
$904K -$80.9K -1,713 -8%
ESBC
1630
E.S. Barr & Co
Kentucky
$903K – – –
NCM
1631
Next Capital Management
New York
$903K -$2.13K -45 -0.2%
GBT
1632
Grove Bank & Trust
Florida
$902K -$39.6K -837 -4%
HIC
1633
Holderness Investments Company
North Carolina
$902K – – –
LPIC
1634
LeJeune Puetz Investment Counsel
Michigan
$901K – – –
FANJ
1635
Financial Architects (New Jersey)
New Jersey
$899K +$74.2K +1,569 +9%
SBL
1636
Sargent Bickham Lagudis
Colorado
$898K -$21K -444 -2%
MSCM
1637
McElhenny Sheffield Capital Management
Texas
$894K – – –
ACP
1638
Aviance Capital Partners
Florida
$892K +$59.8K +1,266 +7%
BMC
1639
Beaton Management Company
Massachusetts
$890K – – –
EP
1640
Eudaimonia Partners
Tennessee
$890K -$364K -7,707 -29%
FMLI
1641
Fukoku Mutual Life Insurance
Japan
$889K – – –
LOAMS
1642
Lombard Odier Asset Management (Switzerland)
Switzerland
$889K +$551K +11,649 +163%
EFG
1643
Everhart Financial Group
Ohio
$886K +$160K +3,390 +22%
VNA
1644
Valley National Advisers
Pennsylvania
$885K -$7.74K -159 -0.9%
IFWM
1645
Institute for Wealth Management
Colorado
$884K +$8.79K +186 +1%
EFG
1646
Ethos Financial Group
Pennsylvania
$882K +$882K +18,387 New
HVM
1647
Harvest Volatility Management
Connecticut
$879K -$183K -3,879 -17%
QC
1648
Quent Capital
New York
$877K +$162K +3,417 +23%
SOS
1649
Silver Oak Securities
Tennessee
$876K +$88.2K +1,866 +11%
HNWAG
1650
High Net Worth Advisory Group
Florida
$873K -$115K -2,430 -12%
64 65
66
67 68