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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 %
CWM
2351
Concentric Wealth Management
California
$284K – – –
KA
2352
Klingman & Associates
New York
$283K -$17.9K -378 -6%
PCMF
2353
Private Capital Management (Florida)
Florida
$283K +$283K +5,991 New
RFN
2354
Redwood Financial Network
Ohio
$283K +$47.6K +1,008 +20%
MKC
2355
M. Kraus & Co
Vermont
$283K +$3.97K +84 +1%
WF
2356
Wayfinding Financial
Washington
$283K -$98.3K -2,172 -26%
FAM
2357
Family Asset Management
South Carolina
$283K +$283K +5,982 New
MA
2358
MBA Advisors
Pennsylvania
$282K -$709 -15 -0.3%
OWA
2359
Outlook Wealth Advisors
Texas
$282K -$8.79K -186 -3%
LA
2360
LVW Advisors
New York
$282K -$19.6K -414 -6%
RB
2361
Renasant Bank
Mississippi
$280K -$21.8K -462 -7%
COCM
2362
Charter Oak Capital Management
New Hampshire
$279K +$21K +444 +8%
AC
2363
Avant Capital
Louisiana
$278K +$278K +5,883 New
NC
2364
NinePointTwo Capital
California
$278K – – –
AP
2365
Adero Partners
California
$277K +$57K +1,206 +26%
RIG
2366
Renaissance Investment Group
Massachusetts
$276K +$34.7K +735 +14%
LCM
2367
LVM Capital Management
Michigan
$276K -$142K -3,000 -34%
LWM
2368
LJI Wealth Management
Indiana
$276K +$276K +5,838 New
MWM
2369
MinichMacGregor Wealth Management
New York
$276K – – –
CWA
2370
Clarus Wealth Advisors
Arizona
$275K +$275K +5,703 New
BA
2371
Bluesphere Advisors
Pennsylvania
$275K – – –
NMG
2372
New Millennium Group
Utah
$274K -$5.95K -126 -2%
NICM
2373
Neo Ivy Capital Management
New York
$274K +$274K +5,796 New
SFG
2374
Sovereign Financial Group
Connecticut
$274K +$274K +5,796 New
LFA
2375
Lauterbach Financial Advisors
Texas
$273K – – –
93 94
95
96 97