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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 %
FH
2401
FWG Holdings
Florida
$267K -$55.4K -1,173 -17%
PAM
2402
Private Asset Management
California
$267K -$37.5K -795 -12%
CCM
2403
Crabel Capital Management
California
$267K +$267K +5,652 New
CWM
2404
Centric Wealth Management
Illinois
$266K -$92.7K -1,962 -26%
AWA
2405
Amplius Wealth Advisors
Pennsylvania
$266K +$993 +21 +0.4%
LWM
2406
Lodestone Wealth Management
Washington
$265K +$265K +5,616 New
EWM
2407
EPG Wealth Management
Georgia
$265K -$38.1K -807 -13%
OCM
2408
Objective Capital Management
Ohio
$264K +$19.4K +411 +8%
SWA
2409
Strata Wealth Advisors
Texas
$264K +$264K +5,592 New
HWM
2410
Hemington Wealth Management
Virginia
$262K +$283 +6 +0.1%
LFG
2411
Larson Financial Group
Missouri
$262K -$15K -318 -5%
CAM
2412
Cypress Asset Management
Texas
$261K -$46.1K -975 -15%
AWM
2413
Aprio Wealth Management
Georgia
$261K +$261K +5,526 New
CWC
2414
Carolinas Wealth Consulting
North Carolina
$261K +$1.15K +225 +0.4%
DLG
2415
Daniel L. Goodwin
$261K +$261K +5,520 New
IMOV
2416
Investment Management of Virginia
Virginia
$261K – – –
CPSC
2417
Carl P. Sherr & Co
Massachusetts
$260K +$13.6K +288 +6%
ADBIC
2418
A.D. Beadell Investment Counsel
Wisconsin
$260K -$21.2K -450 -8%
RWA
2419
Rooted Wealth Advisors
Illinois
$260K +$260K +5,511 New
MPW
2420
MGO Private Wealth
California
$260K -$2.84K -60 -1%
LP
2421
LGL Partners
Pennsylvania
$260K -$17K -360 -6%
FNWM
2422
Financial Network Wealth Management
Utah
$259K +$3.4K +72 +1%
PWMG
2423
Provence Wealth Management Group
California
$259K +$259K +5,490 New
BCG
2424
Breakwater Capital Group
New Jersey
$258K +$258K +5,469 New
RCG
2425
Rock Creek Group
District of Columbia
$258K -$4.11K -87 -2%
95 96
97
98 99