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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 %
HBT
2076
Hills Bank & Trust
Iowa
$469K -$60.5K -1,230 -11%
TFA
2077
Trinity Financial Advisors
Ohio
$469K +$147 +3 +0%
WIM
2078
Westside Investment Management
California
$468K -$7.34K -150 -2%
FSA
2079
Fort Sheridan Advisors
Illinois
$468K +$38.3K +780 +9%
SC
2080
Sepio Capital
Utah
$467K -$14.2K -288 -3%
FFA
2081
Farther Finance Advisors
California
$466K -$17.3K -351 -4%
AFT
2082
Alpha Family Trust
California
$466K -$113K -2,295 -19%
MCM
2083
McRae Capital Management
New Jersey
$464K – – –
RA
2084
Ruggaard & Associates
Ohio
$464K +$464K +9,441 New
GAA
2085
Global Assets Advisory
Florida
$464K -$27K -540 -5%
JHP
2086
James Hambro & Partners
United Kingdom
$463K +$2.51K +51 +0.5%
MAM
2087
Mystic Asset Management
Rhode Island
$463K -$7.37K -150 -2%
EFMC
2088
Empire Financial Management Company
New York
$462K +$462K +9,396 New
OCPWS
2089
One Charles Private Wealth Services
Massachusetts
$461K -$11.6K -237 -2%
BHIA
2090
Birch Hill Investment Advisors
Massachusetts
$460K – – –
BWP
2091
Balboa Wealth Partners
Arizona
$460K +$21.2K +432 +5%
BWP
2092
BSW Wealth Partners
Colorado
$460K – – –
1WM
2093
1900 Wealth Management
Texas
$460K – – –
WI
2094
WrapManager Inc
California
$459K -$57.7K -1,173 -11%
SEIA
2095
Signature Estate & Investment Advisors
California
$459K -$18.6K -378 -4%
LI
2096
LVZ Inc
Michigan
$459K +$31K +630 +7%
WG
2097
Watchman Group
Texas
$458K – – –
BWG
2098
Beta Wealth Group
California
$457K +$44.2K +900 +11%
SRC
2099
Shufro Rose & Co
New York
$457K -$17.7K -360 -4%
RZH
2100
Relyea Zuckerberg Hanson
Connecticut
$456K +$7.67K +156 +2%
82 83
84
85 86