WMT icon

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 %
DAM
1876
Derbend Asset Management
Georgia
$600K +$78K +1,650 +15%
TIA
1877
Tiemann Investment Advisors
California
$599K – – –
PA
1878
Probity Advisors
Texas
$594K +$8.22K +174 +1%
MIAS
1879
Mason Investment Advisory Services
Virginia
$592K +$42.1K +891 +8%
AMC
1880
Asset Management Corp
Illinois
$592K -$115K -2,430 -16%
EW
1881
Evoke Wealth
California
$591K +$14.2K +300 +2%
GLR
1882
Great Lakes Retirement
Ohio
$591K +$591K +12,459 New
LCS
1883
Levin Capital Strategies
New York
$589K +$589K +12,471 New
CBT
1884
Central Bank & Trust
Kentucky
$589K -$29.1K -615 -5%
EGA
1885
E&G Advisors
Texas
$589K – – –
AWM
1886
Arista Wealth Management
Nevada
$588K +$588K +12,450 New
SAM
1887
S.A. Mason
Michigan
$587K – – –
SFM
1888
Spartan Fund Management
Canada
$586K – – –
RPCONE
1889
Retirement Planning Company of New England
Rhode Island
$584K -$1.99K -42 -0.3%
CPC
1890
Consolidated Planning Corp
Georgia
$584K -$14.2K -300 -2%
EM
1891
Excalibur Management
Massachusetts
$583K -$18.4K -390 -3%
PSCM
1892
Per Stirling Capital Management
Texas
$583K +$583K +12,336 New
AWM
1893
Avondale Wealth Management
Texas
$581K – – –
AR
1894
Apeiron RIA
Texas
$580K +$17.2K +363 +3%
LDFR
1895
Lehman & Derafelo Financial Resources
Pennsylvania
$578K – – –
PWS
1896
Private Wealth Strategies
Ohio
$577K – – –
DFG
1897
Delta Financial Group
New Jersey
$576K +$576K +12,015 New
JF
1898
JSF Financial
California
$574K +$574K +12,153 New
CAG
1899
Crestwood Advisors Group
Massachusetts
$574K -$31.9K -675 -5%
C
1900
Certuity
Florida
$570K +$210K +4,440 +58%
74 75
76
77 78