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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 %
WPW
1951
Warther Private Wealth
Ohio
$518K -$14K -297 -3%
UBV
1952
United Bank (Virginia)
Virginia
$517K -$35.4K -750 -6%
LPAM
1953
Lodestar Private Asset Management
California
$517K +$517K +10,941 New
IA
1954
Integrity Advisory
Kansas
$516K -$5.53K -117 -1%
GC
1955
Grimes & Company
Massachusetts
$514K -$20K -423 -4%
PD
1956
Planning Directions
Pennsylvania
$513K – – –
PWA
1957
Peterson Wealth Advisors
Utah
$513K -$2.69K -57 -0.5%
MHR
1958
Matthew Hamilton Rosenberg
$513K – – –
AT
1959
American Trust
Kentucky
$512K +$25K +528 +5%
SF
1960
SBK Financial
Virginia
$510K – – –
PPP
1961
Private Portfolio Partners
New Jersey
$510K -$52.9K -1,119 -9%
SGC
1962
Slocum, Gordon & Co
Rhode Island
$510K +$510K +10,785 New
HBT
1963
Hills Bank & Trust
Iowa
$509K -$205K -4,338 -29%
CWM
1964
Congress Wealth Management
Massachusetts
$508K -$21.7K -459 -4%
EWS
1965
Evergreen Wealth Solutions
Pennsylvania
$508K -$86.8K -1,839 -15%
PWA
1966
Physician Wealth Advisors
Utah
$507K +$143 +3 +0%
CPA
1967
Cardiff Park Advisors
California
$504K -$36.2K -765 -7%
SWMG
1968
Signature Wealth Management Group
Georgia
$504K -$1.84K -39 -0.4%
ORAM
1969
One River Asset Management
Connecticut
$504K +$504K +10,632 New
KPWG
1970
KFA Private Wealth Group
Virginia
$503K -$3.54K -75 -0.7%
BAM
1971
BOS Asset Management
Illinois
$503K +$503K +10,641 New
ERIM
1972
Eagle Ridge Investment Management
Connecticut
$503K -$2.69K -57 -0.5%
FWM
1973
Fairhaven Wealth Management
Illinois
$502K -$1.42K -30 -0.3%
FPWM
1974
FSB Premier Wealth Management
Iowa
$502K – – –
MC
1975
Matisse Capital
Oregon
$502K +$502K +10,617 New
77 78
79
80 81