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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 %
PCS
1751
Personal CFO Solutions
New Jersey
$748K +$60.8K +1,287 +9%
HCMT
1752
Highland Capital Management (Tennessee)
Tennessee
$748K -$709 -15 -0.1%
CFG
1753
Cooper Financial Group
California
$747K +$104K +2,205 +16%
WE
1754
Wealth Effects
Massachusetts
$745K -$7.09K -150 -0.9%
BOPW
1755
Brandywine Oak Private Wealth
Pennsylvania
$745K -$32K -678 -4%
NRW
1756
Nova R Wealth
Kansas
$743K – – –
SWM
1757
Sugarloaf Wealth Management
Georgia
$741K -$86.8K -1,836 -10%
SMH
1758
Sanders Morris Harris
Texas
$738K – – –
SCM
1759
Sterneck Capital Management
Missouri
$738K – – –
TWA
1760
TPB Wealth Advisors
Texas
$734K – – –
CC
1761
Centiva Capital
New York
$733K +$695K +14,703 +1,822%
WWP
1762
WR Wealth Planners
Missouri
$732K +$37K +783 +5%
CA
1763
Crumly & Associates
Illinois
$730K -$11.2K -237 -2%
ONST
1764
Old North State Trust
North Carolina
$729K -$9.92K -210 -1%
CFMC
1765
Curbstone Financial Management Corp
New Hampshire
$726K – – –
PK
1766
Pflug Koory
Nebraska
$725K -$4.82K -102 -0.7%
CFP
1767
Catalyst Financial Partners
Massachusetts
$724K +$724K +15,318 New
CFA
1768
Compass Financial Advisors
Indiana
$723K -$4.25K -90 -0.6%
AAG
1769
Armstrong Advisory Group
Massachusetts
$721K +$721K +15,258 New
FRM
1770
Foundation Resource Management
Arkansas
$721K +$12.1K +255 +2%
GDP
1771
Great Diamond Partners
Maine
$721K -$107K -2,262 -13%
AAM
1772
Aureus Asset Management
Massachusetts
$720K +$49.6K +1,050 +7%
CL
1773
COWA LLC
Oklahoma
$720K – – –
MIM
1774
Moseley Investment Management
Florida
$717K -$14.9K -315 -2%
MCWS
1775
McKinley Carter Wealth Services
West Virginia
$715K +$92.9K +1,965 +15%
69 70
71
72 73