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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
LI
1676
Louisbourg Investments
New Brunswick, Canada
$1.4M
RGI
1677
River Global Investors
United Kingdom
$1.39M -$15.3K -267 -1%
ECM
1678
Elgethun Capital Management
South Dakota
$1.39M +$168K +2,938 +15%
LIG
1679
Lokken Investment Group
Delaware
$1.39M +$46.3K +810 +4%
TBNY
1680
Trustco Bank (New York)
New York
$1.39M -$93.7K -1,638 -7%
BWM
1681
BKM Wealth Management
Wisconsin
$1.38M -$46.4K -811 -3%
BFM
1682
Boothbay Fund Management
New York
$1.38M +$764K +13,345 +138%
DI
1683
Disciplined Investments
Oklahoma
$1.38M +$10.5K +184 +0.8%
FCT
1684
First Community Trust
Iowa
$1.38M
TWP
1685
Tempus Wealth Planning
California
$1.38M +$18.1K +316 +1%
PIA
1686
Pinion Investment Advisors
Kansas
$1.38M -$3.49K -61 -0.3%
MSFS
1687
Main Street Financial Solutions
Pennsylvania
$1.38M -$633K -11,066 -33%
WJWM
1688
Williams Jones Wealth Management
New York
$1.37M +$34.7K +606 +3%
PPC
1689
Park Place Capital
Alabama
$1.37M +$180K +3,153 +16%
TWM
1690
Tradition Wealth Management
Minnesota
$1.37M -$15K -263 -1%
BPCE
1691
Bank Pictet & Cie (Europe)
Germany
$1.37M
WAM
1692
WNY Asset Management
New York
$1.37M -$25K -437 -2%
FPGK
1693
Financial Partners Group (Kansas)
Kansas
$1.37M +$97.9K +1,711 +8%
NCM
1694
Next Capital Management
New York
$1.37M +$66.9K +1,170 +5%
IMC Chicago
1695
IMC Chicago
Illinois
$1.37M +$1.3M +22,765 New
IP
1696
Investment Partners
Ohio
$1.36M -$38.5K -672 -3%
NRD
1697
Nebula Research & Development
New York
$1.36M -$449K -7,848 -26%
DIP
1698
DT Investment Partners
Pennsylvania
$1.36M -$85.3K -1,490 -6%
WFA
1699
WMG Financial Advisors
Tennessee
$1.35M +$52.6K +919 +4%
ESBC
1700
E.S. Barr & Co
Kentucky
$1.35M +$93K +1,625 +8%

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.