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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
XF
1626
XML Financial
Maryland
$1.48M +$4.41K +77 +0.3%
ATC
1627
Adirondack Trust Company
New York
$1.48M -$4.81K -84 -0.3%
BCM
1628
Birmingham Capital Management
Alabama
$1.48M -$18.2K -318 -1%
LA
1629
LVW Advisors
New York
$1.48M +$402K +7,022 +40%
NL
1630
NWAM LLC
Washington
$1.48M +$129K +2,249 +10%
CFG
1631
Cooper Financial Group
California
$1.48M +$121K +2,120 +9%
DCM
1632
Davis Capital Management
Florida
$1.48M -$45.5K -795 -3%
CPM
1633
Connective Portfolio Management
New York
$1.48M +$1.4M +24,525 New
BCMLT
1634
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47M +$197K +3,440 +16%
KC
1635
Kingfisher Capital
North Carolina
$1.47M +$3.15K +55 +0.2%
CWM
1636
Chesapeake Wealth Management
Virginia
$1.47M -$57.4K -1,003 -4%
LCM
1637
Logan Capital Management
Pennsylvania
$1.47M -$915 -16 -0.1%
HCM
1638
Hollencrest Capital Management
California
$1.47M +$14.8K +258 +1%
AWM
1639
Aberdeen Wealth Management
Illinois
$1.46M +$120K +2,103 +9%
EFM
1640
E Fund Management
China
$1.46M +$1M +17,497 +258%
BCP
1641
Blue Chip Partners
Michigan
$1.46M -$396K -6,921 -22%
TCOT
1642
Trust Company of Toledo
Ohio
$1.46M -$70.4K -1,230 -5%
LOPW
1643
Live Oak Private Wealth
North Carolina
$1.45M -$76.4K -1,335 -5%
TA
1644
TCM Advisors
West Virginia
$1.45M
GCP
1645
GSA Capital Partners
United Kingdom
$1.45M +$1.38M +24,100 New
BV
1646
Boxwood Ventures
Illinois
$1.45M +$1.37M +23,991 New
CAM
1647
Creekmur Asset Management
Illinois
$1.45M +$109K +1,897 +9%
FI
1648
Financial Insights
Washington
$1.45M -$32.8K -573 -2%
CAC
1649
Certified Advisory Corp
Florida
$1.44M +$95.3K +1,665 +7%
DFA
1650
Davies Financial Advisors
California
$1.44M +$1.37M +24,001 New

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.