We are live on ! Find out more
WMT icon

Walmart Inc

3,206 hedge funds and large institutions have $166B invested in Walmart Inc in 2024 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,428 increasing their positions, 1,243 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 105

20% more call options, than puts

Call options by funds: $3.38B | Put options by funds: $2.83B

15% more funds holding in top 10

Funds holding in top 10: 94108 (+14)

15% more repeat investments, than reductions

Existing positions increased: 1,428 | Existing positions reduced: 1,243

11% more capital invested

Capital invested by funds: $149B → $166B (+$17.1B)

4% more funds holding

Funds holding: 3,0833,206 (+123)

71.24% less ownership

Funds ownership: 105.38%34.14% (-71%)

Holders
3,206
Holders Change
+123
Holders Change %
+3.99%
% of All Funds
46.18%
Holding in Top 10
108
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.89%
% of All Funds
1.56%
New
269
Increased
1,428
Reduced
1,243
Closed
105
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Davenport & Co
Virginia
$83.5M +$302K +5,274 +0.4%
QCM
177
QRG Capital Management
Illinois
$81.9M +$5.73M +100,200 +8%
DGM
178
Delta Global Management
New York
$81.1M +$57M +996,807 +284%
SI
179
Stephens Inc
Arkansas
$79.1M +$2.06M +35,931 +3%
UM
180
UniSuper Management
Australia
$78.6M -$7.27M -127,130 -9%
1832 Asset Management
181
1832 Asset Management
Ontario, Canada
$77.9M +$482K +8,416 +0.7%
SEI Investments
182
SEI Investments
Pennsylvania
$77.8M -$54.8K -957 -0.1%
CWM
183
CIBC World Markets
New York
$77.3M +$36.2M +631,956 +97%
ASRS
184
Arizona State Retirement System
Arizona
$76.7M +$1.45M +25,287 +2%
Marshall Wace
185
Marshall Wace
United Kingdom
$74M -$400M -6,986,535 -85%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$73.5M +$2.83M +49,501 +4%
ERSOT
187
Employees Retirement System of Texas
Texas
$72.9M
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$70.6M -$15.7M -275,003 -19%
SOMRS
189
State of Michigan Retirement System
Michigan
$70.6M +$68.7K +1,200 +0.1%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$69.3M -$15.1M -264,707 -19%
Westfield Capital Management
191
Westfield Capital Management
Massachusetts
$69M -$2.46M -43,020 -4%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$68.9M +$5.49M +95,901 +9%
IIM
193
INTECH Investment Management
Florida
$68.5M -$23.2M -404,636 -26%
KBC Group
194
KBC Group
Belgium
$67.2M +$2.53M +44,282 +4%
SFM
195
Stack Financial Management
Montana
$66.3M -$389K -6,797 -0.6%
CPSAC
196
Chas P. Smith & Associates (CPS)
Florida
$66.2M +$814K +14,233 +1%
FAF
197
Första AP-fonden
Sweden
$65.4M +$5.8M +101,300 +10%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$65.2M -$88.2M -1,540,745 -59%
AIG
199
American International Group
New York
$65.2M -$161K -2,815 -0.3%
TAF
200
Tredje AP-fonden
Sweden
$65.2M +$53.4M +934,000 +623%

WMT Hedge Fund Activity: Q1 2024 in Review

3,206 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2024, worth a combined $166B — up 11% from $149B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new WMT positions and 105 closed out — a net gain of 164 holders — while 1,428 added to existing stakes and 1,243 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.34B. The largest seller was Morgan Stanley, cutting an estimated $4.16B.

  • 3,206 institutional investors held Walmart Inc (WMT) as of Q1 2024, up from 3,083 in Q4 2023.
  • Funds reported $166B of Walmart Inc stock for Q1 2024, up 11% quarter-over-quarter.
  • 269 funds opened new Walmart Inc positions in Q1 2024 and 105 closed out, a net change of +164 holders.
  • The largest Walmart Inc buyer in Q1 2024 was Franklin Resources, an estimated $1.34B added.
  • The largest Walmart Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.16B sold.

Based on aggregated 13F filings for Q1 2024.