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Walmart Inc
WMT

2,922 hedge funds and large institutions have $147B invested in Walmart Inc in 2023 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,316 increasing their positions, 1,044 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

26% more repeat investments, than reductions

Existing positions increased: 1,316 | Existing positions reduced: 1,044

21% more call options, than puts

Call options by funds: $3.47B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 115 → 132 (+17)

2% more funds holding

Funds holding: 2,877 → 2,922 (+45)

3% more capital invested

Capital invested by funds: $143B → $147B (+$4.25B)

0.32% more ownership

Funds ownership: 102.25% → 102.57% (+0.32%)

Holders
2,922
Holders Change
+45
Holders Change %
+1.56%
% of All Funds
46.37%
Holding in Top 10
132
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.78%
% of All Funds
2.09%
New
173
Increased
1,316
Reduced
1,044
Closed
96
Calls
$3.47B
Puts
$2.87B
Net Calls
+$608M
Net Calls Change
-$59.4M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$665M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
Marshall Wace
Marshall Wace
United Kingdom
+$326M
4
UBS AM
UBS AM
Illinois
+$277M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$877M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$584M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$239M
4
Two Sigma Investments
Two Sigma Investments
New York
-$236M
5
KWA
Kingswood Wealth Advisors
California
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1701
First Bankers Trust
Kentucky
$1.02M – – –
TIM
1702
Tevis Investment Management
Texas
$1.02M – – –
FRM
1703
Foundation Resource Management
Arkansas
$1.02M +$201K +3,774 +25%
SDAM
1704
Shulman DeMeo Asset Management
New York
$1.02M -$32.4K -609 -3%
AF
1705
Aldebaran Financial
$1.02M +$14.4K +270 +1%
MSCM
1706
McElhenny Sheffield Capital Management
Texas
$1.02M -$319 -6 -0%
CHA
1707
Carmichael Hill & Associates
Maryland
$1.01M -$319 -6 -0%
HFM
1708
Hartford Financial Management
Connecticut
$1.01M -$33.4K -627 -3%
BS
1709
Bessemer Securities
New York
$1.01M -$701K -13,167 -41%
MFG
1710
Menard Financial Group
Texas
$1,000K +$998K +18,756 New
NEWAS
1711
N.E.W. Advisory Services
Wisconsin
$999K +$151K +2,838 +18%
LRPA
1712
L. Roy Papp & Associates
Arizona
$999K -$39.9K -750 -4%
WAM
1713
WNY Asset Management
New York
$998K +$290K +5,454 +41%
DE
1714
Day & Ennis
Georgia
$998K -$95.3K -1,791 -9%
AWC
1715
Adamsbrown Wealth Consultants
Kansas
$998K +$10.9K +204 +1%
LWM
1716
Laidlaw Wealth Management
New York
$995K -$834K -15,675 -46%
RG
1717
Renaissance Group
Kentucky
$993K -$22K -414 -2%
MAM
1718
MWA Asset Management
Massachusetts
$992K +$990K +18,606 New
AFA
1719
Abacus FCF Advisors
Florida
$991K +$989K +18,585 New
PWP
1720
Principle Wealth Partners
Connecticut
$989K +$8.46K +159 +0.9%
BMC
1721
Beaton Management Company
Massachusetts
$989K – – –
RB
1722
Renasant Bank
Mississippi
$988K +$324K +6,096 +49%
SPWG
1723
Syntegra Private Wealth Group
Missouri
$988K +$27.1K +510 +3%
SFS
1724
Security Financial Services
Indiana
$988K -$1.92K -36 -0.2%
GBT
1725
Grove Bank & Trust
Florida
$987K +$2.08K +39 +0.2%
67 68
69
70 71

WMT Hedge Fund Activity: Q3 2023 in Review

2,922 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2023, worth a combined $147B — up 3% from $143B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new WMT positions and 96 closed out — a net gain of 77 holders — while 1,316 added to existing stakes and 1,044 trimmed.

The largest buyer was State Street, adding an estimated $665M. The largest seller was EP Wealth Advisors, cutting an estimated $877M.

  • 2,922 institutional investors held Walmart Inc (WMT) as of Q3 2023, up from 2,877 in Q2 2023.
  • Funds reported $147B of Walmart Inc stock for Q3 2023, up 3% quarter-over-quarter.
  • 173 funds opened new Walmart Inc positions in Q3 2023 and 96 closed out, a net change of +77 holders.
  • The largest Walmart Inc buyer in Q3 2023 was State Street, an estimated $665M added.
  • The largest Walmart Inc seller in Q3 2023 was EP Wealth Advisors, an estimated $877M sold.

Based on aggregated 13F filings for Q3 2023.