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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
GT
201
Glenmede Trust
Pennsylvania
$64.8M -$514K -8,990 -0.8%
LBA
202
Letko, Brosseau & Associates
Quebec, Canada
$63.1M -$872K -15,245 -1%
AIM
203
Artemis Investment Management
United Kingdom
$62.8M +$191K +3,337 +0.3%
Jane Street
204
Jane Street
New York
$62.7M -$69.9M -1,221,625 -54%
Federated Hermes
205
Federated Hermes
Pennsylvania
$60.8M -$6.21M -108,557 -10%
MIM
206
MetLife Investment Management
New Jersey
$60.3M -$2.1M -36,621 -4%
KeyBank National Association
207
KeyBank National Association
Ohio
$60.3M -$1.82M -31,858 -3%
MC
208
Maplelane Capital
New York
$60.2M +$57.2M +1,000,000 New
MML Investors Services
209
MML Investors Services
Massachusetts
$60M -$2.44M -42,584 -4%
CCM
210
Compass Capital Management
Minnesota
$60M +$84.6K +1,478 +0.1%
ACM
211
Aquatic Capital Management
Illinois
$59.3M -$27M -471,400 -32%
SC
212
Scotia Capital
Ontario, Canada
$59M -$1.24M -21,635 -2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$58.3M -$9.29M -162,325 -14%
O
214
Ossiam
France
$57.7M +$42.9M +750,281 +360%
TWC
215
TD Waterhouse Canada
Ontario, Canada
$57.7M +$3.1M +54,103 +7%
IG
216
ING Group
Netherlands
$57.7M +$21.3M +372,547 +64%
Retirement Systems of Alabama
217
Retirement Systems of Alabama
Alabama
$56.8M +$93K +1,625 +0.2%
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$56.5M +$146K +2,555 +0.3%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$56.2M +$1.44M +25,108 +3%
CAM
220
Cresset Asset Management
Illinois
$56.2M +$3.75M +65,568 +8%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$55.9M +$154K +2,684 +0.3%
FCI
222
Financial Counselors Inc
Kansas
$55.9M -$616K -10,758 -1%
Voloridge Investment Management
223
Voloridge Investment Management
Florida
$55.8M +$53.1M +927,279 New
N
224
Natixis
France
$55.5M -$27.7M -484,337 -34%
ASC
225
Atalanta Sosnoff Capital
New York
$55.3M -$479K -8,370 -0.9%

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.