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Walmart
WMT

Overview Fund Activity

2,791 hedge funds and large institutions have $126B invested in Walmart in 2022 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,041 increasing their positions, 1,022 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,791
Holders Change
+203
Holders Change %
+7.84%
% of All Funds
45.03%
Holding in Top 10
97
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.38%
% of All Funds
1.57%
New
345
Increased
1,041
Reduced
1,022
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$993M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Squarepoint
Squarepoint
New York
+$173M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$325M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
4
Ameriprise
Ameriprise
Minnesota
-$157M
5
Bank of America
Bank of America
North Carolina
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1726
Bill Few Associates
Pennsylvania
$785K – – –
SCI
1727
Stableford Capital II
Arizona
$784K -$27.1K -561 -3%
NL
1728
NWAM LLC
Washington
$780K +$10.9K +231 +1%
GAM
1729
Gould Asset Management
California
$779K -$4.25K -90 -0.5%
SW
1730
Simplicity Wealth
New Jersey
$778K +$13.3K +282 +2%
FG
1731
Foster Group
Iowa
$777K -$64.7K -1,368 -8%
TSS
1732
Two Sigma Securities
New York
$772K -$2.2M -46,554 -74%
B
1733
Bridgeworth
Alabama
$769K +$15.2K +321 +2%
PIA
1734
Perennial Investment Advisors
California
$768K +$3.54K +75 +0.5%
MA
1735
MJP Associates
Connecticut
$768K +$3.97K +84 +0.5%
AC
1736
Avestar Capital
New York
$768K +$79.4K +1,674 +12%
CI
1737
Carroll Investors
South Carolina
$764K – – –
IF
1738
Intrua Financial
Texas
$764K +$171K +3,696 +29%
RPWA
1739
Regent Peak Wealth Advisors
Georgia
$763K +$19.4K +408 +3%
NF
1740
Nikulski Financial
Iowa
$760K +$192K +4,065 +34%
YDMI
1741
Y.D. More Investments
Israel
$759K +$759K +16,029 New
NFSG
1742
Newbridge Financial Services Group
Florida
$759K -$121K -2,568 -14%
CRWM
1743
Castle Rock Wealth Management
California
$758K +$31.3K +660 +4%
FFA
1744
Founders Financial Alliance
North Carolina
$758K -$132K -2,784 -15%
SMA
1745
Sage Mountain Advisors
Georgia
$756K +$5.25K +111 +0.7%
EWA
1746
Exencial Wealth Advisors
Oklahoma
$756K -$198K -4,185 -21%
RMCM
1747
Reynders McVeigh Capital Management
Massachusetts
$755K -$41.4K -876 -5%
SA
1748
Syntax Advisors
New York
$751K -$97K -2,052 -11%
VCG
1749
Vantage Consulting Group
Virginia
$751K -$97K -2,052 -11%
LC
1750
LCNB Corp
Ohio
$749K +$25.4K +537 +4%
68 69
70
71 72