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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 %
MCM
2051
McRae Capital Management
New Jersey
$447K – – –
CA
2052
Carson Advisory
Georgia
$446K +$30.6K +648 +7%
MC
2053
Middleton & Co
Massachusetts
$443K – – –
PP
2054
PDS Planning
Ohio
$443K +$12.2K +258 +3%
JHP
2055
James Hambro & Partners
United Kingdom
$443K – – –
CANC
2056
Culbertson A N & Co
Virginia
$443K -$34.7K -735 -7%
FA
2057
Fiduciary Alliance
South Carolina
$443K +$443K +9,369 New
BHIA
2058
Birch Hill Investment Advisors
Massachusetts
$443K – – –
BWP
2059
BSW Wealth Partners
Colorado
$442K – – –
SGCA
2060
Steel Grove Capital Advisors
Tennessee
$441K – – –
FB
2061
First Bancorp
Maine
$441K -$5.96K -126 -1%
SHFA
2062
SC&H Financial Advisors
Maryland
$440K – – –
WG
2063
Watchman Group
Texas
$440K – – –
SSWM
2064
Smith Salley Wealth Management
North Carolina
$439K +$8.51K +180 +2%
SIC
2065
Samalin Investment Counsel
New York
$439K +$3.83K +81 +0.9%
WFS
2066
Walker Financial Services
Kentucky
$438K +$1.77K +36 +0.4%
BBL
2067
Beck Bode LLC
Massachusetts
$438K -$592K -12,516 -57%
RWP
2068
Ridgecrest Wealth Partners
California
$437K – – –
TWP
2069
Transparent Wealth Partners
Arkansas
$436K +$10.1K +213 +2%
MFT
2070
Moisand Fitzgerald Tamayo
Florida
$436K +$11.3K +240 +3%
SIS
2071
Sound Income Strategies
Florida
$436K +$16.5K +348 +4%
SJL
2072
Shayne & Jacobs LLC
Tennessee
$436K – – –
NJBEST
2073
New Jersey Better Educational Savings Trust
New Jersey
$435K – – –
IFU
2074
iSAM Funds (UK)
United Kingdom
$435K +$435K +9,201 New
CNWM
2075
Clay Northam Wealth Management
California
$434K – – –
81 82
83
84 85