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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 %
ORC
1926
O'Rourke & Company
Massachusetts
$544K +$28.6K +606 +6%
HT
1927
Headlands Technologies
Illinois
$544K +$544K +11,514 New
PWM
1928
Peterson Wealth Management
Nevada
$543K +$1.7K +36 +0.3%
CRC
1929
Curi RMB Capital
Illinois
$543K -$80.8K -1,710 -13%
EIA
1930
Edgemoor Investment Advisors
Maryland
$542K +$3.4K +72 +0.6%
FFC
1931
First Financial Corp
Indiana
$541K – – –
GGS
1932
Galvin Gaustad & Stein
Arizona
$540K -$37K -783 -6%
NRI
1933
NFP Retirement Inc
California
$537K -$142 -3 -0%
KIG
1934
Kowal Investment Group
Wisconsin
$537K -$1.7K -36 -0.3%
CG
1935
Corundum Group
Colorado
$537K +$28.5K +603 +6%
KIC
1936
Keating Investment Counselors
Florida
$535K +$535K +11,325 New
AO
1937
Advisor OS
Illinois
$534K +$169K +3,573 +46%
SSC
1938
Syverson Strege & Co
Iowa
$532K – – –
CAM
1939
Congress Asset Management
Massachusetts
$530K -$19.1K -405 -3%
CWS
1940
Cypress Wealth Services
California
$530K +$6.38K +135 +1%
SFP
1941
Sweet Financial Partners
Minnesota
$529K – – –
RHP
1942
Royal Harbor Partners
Texas
$528K -$6.38K -135 -1%
AFS
1943
Annapolis Financial Services
Maryland
$526K -$160K -3,375 -23%
AWM
1944
Affinity Wealth Management
Delaware
$525K – – –
JCM
1945
Jag Capital Management
Missouri
$525K +$75.4K +1,596 +17%
SBF
1946
Sara-Bay Financial
Florida
$523K – – –
ACP
1947
Aveo Capital Partners
Colorado
$522K +$62.7K +1,326 +14%
HR
1948
Hardy Reed
Mississippi
$522K +$107K +2,259 +26%
RVPG
1949
Relative Value Partners Group
$520K +$130K +2,754 +33%
KWS
1950
Keystone Wealth Services
California
$518K +$189K +4,008 +58%
76 77
78
79 80