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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$101M +$57.3M +952,899 +131%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$101M -$1.95M -32,329 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
153
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101M +$34M +564,588 +51%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$99.9M -$66.9M -1,112,586 -40%
Creative Planning
155
Creative Planning
Kansas
$98.7M +$4.4M +73,105 +5%
Cerity Partners
156
Cerity Partners
New York
$97.9M +$97.9M +1,625,181 New
RAM
157
Resona Asset Management
Japan
$97.9M +$97.9M +1,626,703 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$97.7M +$14.1M +233,977 +17%
Fayez Sarofim & Co
159
Fayez Sarofim & Co
Texas
$97.7M -$876K -14,564 -0.9%
CA
160
Cullinan Associates
Kentucky
$96.3M -$63.4M -1,053,921 -40%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$96.2M +$6.57M +109,217 +7%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$95.9M +$3.43M +56,961 +4%
RG
163
Rathbones Group
United Kingdom
$95.4M +$166K +2,764 +0.2%
Public Sector Pension Investment Board (PSP Investments)
164
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.3M +$13M +216,100 +16%
DZ Bank
165
DZ Bank
Germany
$93.9M -$13M -215,401 -12%
ZIG
166
Zurich Insurance Group
Switzerland
$92.7M +$88.3M +1,467,147 +1,991%
WHG
167
Westwood Holdings Group
Texas
$92.1M -$10.7M -177,114 -10%
HNB
168
Huntington National Bank
Ohio
$91.8M +$215K +3,574 +0.2%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$91.2M +$7.16M +118,958 +9%
Robeco Institutional Asset Management
170
Robeco Institutional Asset Management
Netherlands
$89.9M -$7.65M -127,111 -8%
NFP
171
Narus Financial Partners
Utah
$89.1M -$658K -10,936 -0.7%
JIC
172
Johnson Investment Counsel
Ohio
$86.1M -$12.2M -202,220 -12%
JCM
173
Junto Capital Management
New York
$86M -$51.2M -851,135 -37%
PWLP
174
Prio Wealth Limited Partnership
Massachusetts
$85.4M +$7.31M +121,456 +9%
DC
175
Davenport & Co
Virginia
$83.5M +$318K +5,274 +0.4%
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