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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
UWPG
2101
Ullmann Wealth Partners Group
Florida
$742K +$34.2K +598 +5%
SIG
2102
Spinnaker Investment Group
California
$740K +$34.3K +600 +5%
TA
2103
Tectonic Advisors
Texas
$739K +$2.52K +44 +0.4%
PCM
2104
Prelude Capital Management
New York
$738K -$956K -16,713 -58%
TIA
2105
Tiemann Investment Advisors
California
$735K -$32.2K -562 -4%
HCA
2106
Heck Capital Advisors
Wisconsin
$734K +$7.44K +130 +1%
NDSI
2107
Newman Dignan & Sheerar Inc
Rhode Island
$734K +$2.58K +45 +0.4%
SCM
2108
Sirios Capital Management
Massachusetts
$734K +$698K +12,193 New
GAM
2109
Garrison Asset Management
Arkansas
$732K -$13K -227 -2%
NF
2110
Norwood Financial
Pennsylvania
$732K -$37.2K -650 -5%
ITIM
2111
Indiana Trust & Investment Management
Indiana
$730K -$17.2K -300 -2%
TAM
2112
Townsend Asset Management
North Carolina
$730K -$17.2K -301 -2%
PCMC
2113
Paragon Capital Management (Colorado)
Colorado
$729K -$28.3K -495 -4%
AL
2114
Arnhold LLC
New York
$729K -$164K -2,862 -19%
A
2115
Allianz
Germany
$727K +$692K +12,090 New
TWM
2116
Trueblood Wealth Management
Ohio
$726K +$118K +2,071 +21%
GDP
2117
Great Diamond Partners
Maine
$725K -$463K -8,100 -40%
WF
2118
Wayfinding Financial
Washington
$725K +$36.1K +631 +6%
CG
2119
Clarus Group
Texas
$724K -$55.8K -975 -7%
SFP
2120
Sweet Financial Partners
Minnesota
$724K +$8.58K +150 +1%
SICM
2121
Sustainable Insight Capital Management
New York
$723K +$687K +12,011 New
RSA
2122
River Street Advisors
Illinois
$722K -$22.9K -401 -3%
MIM
2123
Moseley Investment Management
Florida
$720K -$5.78K -101 -0.8%
SAM
2124
S.A. Mason
Michigan
$718K +$1.54K +27 +0.2%
AIM
2125
Athena Investment Management
California
$716K +$57 +1 +0%

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.