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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 %
CWM
1976
CCG Wealth Management
California
$502K -$9.78K -207 -2%
TA
1977
Townsend & Associates
Colorado
$501K +$501K +10,308 New
STA
1978
Summit Trail Advisors
New York
$500K -$138K -2,907 -22%
PFG
1979
PAX Financial Group
Texas
$500K -$100K -2,121 -17%
HFA
1980
High Falls Advisors
New York
$499K -$137K -2,889 -21%
SWM
1981
Silverlake Wealth Management
Vermont
$499K +$3.69K +78 +0.7%
OPTFSNA
1982
Old Point Trust & Financial Services N A
Virginia
$498K – – –
FC
1983
Forte Capital
New York
$498K -$9.64K -204 -2%
WI
1984
WrapManager Inc
California
$497K +$51.2K +1,083 +11%
MAG
1985
Mayfair Advisory Group
Alabama
$497K -$13.3K -276 -3%
PCM
1986
Pinnbrook Capital Management
New York
$497K +$497K +10,506 New
AA
1987
Alta Advisers
United Kingdom
$496K – – –
CWM
1988
Castle Wealth Management
Florida
$495K -$82.7K -1,743 -14%
WPA
1989
Winning Points Advisors
Florida
$495K – – –
HAIM
1990
Hunter Associates Investment Management
Pennsylvania
$495K +$7.09K +150 +1%
BPC
1991
Banque Pictet & Cie
Switzerland
$495K – – –
BB
1992
Bell Bank
North Dakota
$494K – – –
GRQ
1993
Gardner Russo & Quinn
Pennsylvania
$493K – – –
BFG
1994
Barber Financial Group
Kansas
$493K -$7.09K -150 -1%
CS
1995
Crescent Sterling
Louisiana
$491K +$491K +10,392 New
BFA
1996
Buttonwood Financial Advisors
Maryland
$490K -$4.25K -90 -0.9%
SWP
1997
Semus Wealth Partners
Florida
$488K +$488K +10,323 New
CC
1998
Capital Counsel
New York
$485K +$20.4K +432 +4%
GAM
1999
Garrison Asset Management
Arkansas
$484K -$10.2K -216 -2%
NRA
2000
NSI Retail Advisors
Pennsylvania
$484K – – –
78 79
80
81 82