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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
DFG
1826
Delta Financial Group
New Jersey
$852K +$850K +15,975 New
BAAM
1827
Baker Avenue Asset Management
California
$852K +$175K +3,297 +26%
FFG
1828
Fortem Financial Group
California
$851K +$263K +4,935 +45%
BFM
1829
Boothbay Fund Management
New York
$849K +$307K +5,772 +57%
CD
1830
Chapin Davis
Maryland
$848K -$33.2K -624 -4%
BEAM
1831
Baker Ellis Asset Management
Washington
$848K -$128K -2,400 -13%
CAS
1832
CTC Alternative Strategies
Illinois
$848K +$846K +15,900 New
AFM
1833
Abbot Financial Management
Massachusetts
$847K – – –
B
1834
Bridgeworth
Alabama
$847K -$42.1K -792 -5%
ZIMP
1835
Zimmermann Investment Management & Planning
Pennsylvania
$847K +$125K +2,352 +17%
FFA
1836
Founders Financial Alliance
North Carolina
$846K -$99.9K -1,878 -11%
AAS
1837
Annex Advisory Services
Wisconsin
$845K -$12K -225 -1%
AC
1838
Allstate Corporation
Illinois
$845K – – –
GAM
1839
Gould Asset Management
California
$844K -$479 -9 -0.1%
CL
1840
COWA LLC
Oklahoma
$844K – – –
PFA
1841
Pure Financial Advisors
California
$843K +$144K +2,700 +21%
TCM
1842
TD Capital Management
Tennessee
$842K +$958 +18 +0.1%
LC
1843
LCNB Corp
Ohio
$842K – – –
RPWA
1844
Regent Peak Wealth Advisors
Georgia
$842K +$3.19K +60 +0.4%
1WM
1845
1900 Wealth Management
Texas
$841K +$274K +5,154 +49%
AAM
1846
Augustine Asset Management
Florida
$840K +$81.6K +1,533 +11%
6F
1847
626 Financial
Michigan
$839K +$319 +6 +0%
RMCM
1848
Reynders McVeigh Capital Management
Massachusetts
$839K -$2.71K -51 -0.3%
AL
1849
Aspiriant LLC
California
$838K +$93.7K +1,761 +13%
FG
1850
Foster Group
Iowa
$838K +$48.5K +912 +6%
72 73
74
75 76

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.