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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
ICG
151
InterOcean Capital Group
Tennessee
$103M +$3.46M +60,548 +4%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$101M +$54.5M +952,899 +131%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$101M -$1.85M -32,329 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
154
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101M +$32.3M +564,588 +51%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$99.9M -$63.7M -1,112,586 -40%
Creative Planning
156
Creative Planning
Kansas
$98.7M +$4.18M +73,105 +5%
Cerity Partners
157
Cerity Partners
New York
$97.9M +$93M +1,625,181 New
RAM
158
Resona Asset Management
Japan
$97.9M +$93.1M +1,626,703 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$97.7M +$13.4M +233,977 +17%
Fayez Sarofim & Co
160
Fayez Sarofim & Co
Texas
$97.7M -$833K -14,564 -0.9%
CA
161
Cullinan Associates
Kentucky
$96.3M -$60.3M -1,053,921 -40%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$96.2M +$6.25M +109,217 +7%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$95.9M +$3.26M +56,961 +4%
RG
164
Rathbones Group
United Kingdom
$95.4M +$158K +2,764 +0.2%
Public Sector Pension Investment Board (PSP Investments)
165
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.3M +$12.4M +216,100 +16%
DZ Bank
166
DZ Bank
Germany
$93.4M -$12.2M -213,481 -12%
ZIG
167
Zurich Insurance Group
Switzerland
$92.7M +$83.9M +1,467,147 +1,991%
WHG
168
Westwood Holdings Group
Texas
$92.1M -$10.1M -177,114 -10%
HNB
169
Huntington National Bank
Ohio
$91.8M +$204K +3,574 +0.2%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$91.2M +$6.81M +118,958 +9%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$89.9M -$7.27M -127,111 -8%
NFP
172
Narus Financial Partners
Utah
$89.1M -$626K -10,936 -0.7%
JIC
173
Johnson Investment Counsel
Ohio
$86.1M -$11.6M -202,220 -12%
JCM
174
Junto Capital Management
New York
$86M -$48.7M -851,135 -37%
PWLP
175
Prio Wealth Limited Partnership
Massachusetts
$85.4M +$6.95M +121,456 +9%

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.