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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBV
1976
United Bank (Virginia)
Virginia
$549K +$10.8K +219 +2%
AFS
1977
Annapolis Financial Services
Maryland
$547K – – –
CANY
1978
Caxton Associates (New York)
New York
$547K +$124K +2,529 +29%
NC
1979
NinePointTwo Capital
California
$547K +$258K +5,241 +89%
JCM
1980
Jag Capital Management
Missouri
$546K +$147 +3 +0%
AWM
1981
Affinity Wealth Management
Delaware
$545K -$1.03K -21 -0.2%
PSCM
1982
Per Stirling Capital Management
Texas
$544K -$62.2K -1,266 -10%
VPP
1983
Vertex Planning Partners
Illinois
$544K -$159K -3,240 -23%
FFC
1984
First Financial Corp
Indiana
$542K -$21.1K -429 -4%
AT
1985
American Trust
Kentucky
$540K +$7.82K +159 +1%
AIA
1986
Angeles Investment Advisors
California
$540K +$176K +3,564 +48%
CWP
1987
Core Wealth Partners
California
$540K -$6.07M -123,585 -92%
MW
1988
MBL Wealth
North Carolina
$539K +$52.6K +1,071 +11%
GWI
1989
Grace & White Inc
New York
$538K +$538K +10,950 New
CRC
1990
Curi RMB Capital
Illinois
$538K -$26.8K -546 -5%
SAG
1991
Spotlight Asset Group
Illinois
$536K +$536K +11,748 New
GGS
1992
Galvin Gaustad & Stein
Arizona
$536K -$25.8K -525 -5%
OFG
1993
Oxford Financial Group
Indiana
$535K +$44.2K +900 +9%
SGCA
1994
Steel Grove Capital Advisors
Tennessee
$533K +$73.7K +1,500 +16%
PWA
1995
Physician Wealth Advisors
Utah
$532K +$300 +6 +0.1%
ORAM
1996
One River Asset Management
Connecticut
$532K +$13.9K +285 +3%
GAM
1997
Garrison Asset Management
Arkansas
$531K +$27.3K +555 +5%
SGC
1998
Slocum, Gordon & Co
Rhode Island
$530K – – –
WPA
1999
Winning Points Advisors
Florida
$530K +$14.8K +300 +3%
CS
2000
Crescent Sterling
Louisiana
$530K +$18.9K +384 +4%
78 79
80
81 82