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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 %
WAS
2151
Winch Advisory Services
Wisconsin
$388K -$2.13K -45 -0.5%
PWM
2152
Prosperity Wealth Management
California
$388K +$388K +8,202 New
LTAS
2153
Linden Thomas Advisory Services
North Carolina
$387K +$387K +8,190 New
FFIC
2154
First Fiduciary Investment Counsel
Ohio
$387K – – –
WCM
2155
Wedge Capital Management
North Carolina
$387K +$19.7K +417 +5%
RFN
2156
RDA Financial Network
Iowa
$386K – – –
RWA
2157
Redhawk Wealth Advisors
Minnesota
$385K +$7.23K +153 +2%
VFG
2158
V2 Financial group
Illinois
$385K -$241K -5,100 -39%
LF
2159
Lantz Financial
Illinois
$384K – – –
HFS
2160
Howard Financial Services
Texas
$383K +$13K +276 +4%
FCCM
2161
First City Capital Management
Georgia
$383K -$49.6K -1,050 -11%
PTC
2162
Petrus Trust Company
Texas
$383K +$383K +8,097 New
MAM
2163
McLean Asset Management
Virginia
$383K +$12.3K +261 +3%
SOW
2164
State of Wyoming
Wyoming
$382K +$308K +6,510 +415%
AFAS
2165
Acorn Financial Advisory Services
Virginia
$382K +$709 +15 +0.2%
CG
2166
Clarus Group
Texas
$382K – – –
RHJA
2167
Rice Hall James & Associates
California
$382K – – –
TA
2168
TFG Advisers
Michigan
$381K – – –
EP
2169
Essential Planning
New Hampshire
$380K – – –
CIA
2170
Cladis Investment Advisory
Montana
$379K +$2.13K +45 +0.6%
DI
2171
Disciplined Investments
Oklahoma
$379K -$713K -15,087 -65%
PCG
2172
Prosperity Consulting Group
Maryland
$379K +$20.3K +429 +6%
TC
2173
Truvestments Capital
Florida
$377K +$5.67K +120 +2%
KS
2174
Karpas Strategies
Connecticut
$377K – – –
OWP
2175
Obermeyer Wealth Partners
Colorado
$377K +$72.3K +1,530 +24%
85 86
87
88 89