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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 %
SWM
2376
Seaside Wealth Management
California
$272K – – –
EA
2377
Ellsworth Advisors
Ohio
$272K +$272K +5,796 New
KTC
2378
Kistler-Tiffany Companies
Pennsylvania
$272K +$10.5K +222 +4%
NSB
2379
Norway Savings Bank
Maine
$272K -$10.6K -225 -4%
TIA
2380
Traphagen Investment Advisors
New Jersey
$271K +$10.5K +219 +4%
QFA
2381
Quantum Financial Advisors
California
$271K +$47.2K +999 +21%
HHAA
2382
Henry H. Armstrong Associates
Pennsylvania
$271K – – –
PFM
2383
Phillips Financial Management
Indiana
$271K +$11.5K +243 +4%
FAM
2384
Flaharty Asset Management
Florida
$271K +$15.7K +333 +6%
TFCP
2385
Twin Focus Capital Partners
Massachusetts
$271K +$2.84K +60 +1%
VCM
2386
Vigilant Capital Management
Maine
$271K – – –
RCC
2387
Red Cedar Capital
Nebraska
$271K – – –
EW
2388
Element Wealth
Mississippi
$270K -$16K -339 -6%
THL
2389
Tillman Hartley LLC
Colorado
$270K +$270K +5,721 New
FSA
2390
Financial Sense Advisors
California
$270K -$6.24K -132 -2%
AWC
2391
Abundance Wealth Counselors
Pennsylvania
$270K +$3.55K +75 +1%
SPWG
2392
Sage Private Wealth Group
Illinois
$270K -$9.93K -210 -4%
GCMG
2393
Gyroscope Capital Management Group
Florida
$269K -$28.4K -600 -10%
CCFM
2394
Clear Creek Financial Management
Washington
$269K -$42.8K -903 -14%
RWMG
2395
Redwood Wealth Management Group
New Jersey
$269K +$269K +5,682 New
SL
2396
Summitry LLC
California
$269K +$269K +5,682 New
WCWM
2397
Willow Creek Wealth Management
California
$268K +$142 +3 +0.1%
MAA
2398
Matrix Asset Advisors
New York
$268K +$14.6K +309 +6%
MCM
2399
Maple Capital Management
Vermont
$267K +$11.6K +246 +5%
PCA
2400
Pallas Capital Advisors
Massachusetts
$267K -$31.8K -678 -11%
94 95
96
97 98