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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1851
WNY Asset Management
New York
$691K -$41.1K -837 -6%
HI
1852
Hendershot Investments
Virginia
$690K – – –
CIA
1853
Cladis Investment Advisory
Montana
$688K +$293K +5,970 +74%
CCM
1854
Carlson Capital Management
Minnesota
$687K -$590 -12 -0.1%
LCS
1855
Levin Capital Strategies
New York
$687K +$73.7K +1,500 +12%
MWM
1856
Massachusetts Wealth Management
Massachusetts
$686K – – –
WHC
1857
Wulff, Hansen & Co
California
$685K – – –
TAM
1858
Townsend Asset Management
North Carolina
$684K – – –
C
1859
Certuity
Florida
$684K +$91.1K +1,854 +15%
AA
1860
Auxano Advisors
Washington
$684K +$51.5K +1,047 +8%
AAM
1861
Augustine Asset Management
Florida
$683K +$442 +9 +0.1%
OAM
1862
Oak Asset Management
California
$683K – – –
MIM
1863
Moseley Investment Management
Florida
$682K -$63.6K -1,293 -9%
V
1864
ViaWealth
Kansas
$680K – – –
LF
1865
Lee Financial
Texas
$680K -$14.6K -297 -2%
CRI
1866
Colonial River Investments
Virginia
$679K +$1.48K +30 +0.2%
AMG
1867
Asset Management Group
Connecticut
$676K +$2.51K +51 +0.4%
CBT
1868
Central Bank & Trust
Kentucky
$675K +$63K +1,281 +10%
CNB
1869
Camden National Bank
Maine
$675K +$17.1K +348 +3%
FRM
1870
Fox Run Management
Connecticut
$673K +$673K +13,698 New
JF
1871
JSF Financial
California
$673K +$75.4K +1,533 +13%
WA1
1872
Wimmer Associates 1
California
$672K -$45K -888 -6%
HCA
1873
Heck Capital Advisors
Wisconsin
$670K +$24.2K +492 +4%
NP
1874
Nilsine Partners
Colorado
$668K +$668K +13,590 New
FEM
1875
Fulcrum Equity Management
Texas
$668K +$2.51K +51 +0.4%
73 74
75
76 77