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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$468M
2
Marshall Wace
Marshall Wace
United Kingdom
$552M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$710M
4
BlackRock
BlackRock
New York
$14.7B
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$4.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.43B
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B
4
M1FG
Mach-1 Financial Group
Arkansas
$460M
5
First Trust Advisors
First Trust Advisors
Illinois
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.2B -$26.5M -539,313 -0.1%
BlackRock
2
BlackRock
New York
$14.7B +$418M +8,500,989 +3%
State Street
3
State Street
Massachusetts
$8.9B -$71.2M -1,443,477 -0.8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.69B +$36.7M +748,503 +1%
Morgan Stanley
5
Morgan Stanley
New York
$3.35B +$52.1M +1,060,986 +2%
Bank of America
6
Bank of America
North Carolina
$3.23B +$211M +4,294,938 +7%
Norges Bank
7
Norges Bank
Norway
$3.11B +$409M +8,315,226 +15%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.43B -$742M -15,096,453 -23%
Northern Trust
9
Northern Trust
Illinois
$2.18B -$37.4M -760,881 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.13B -$126M -2,570,166 -6%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.93B – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.8B -$53.5M -1,087,755 -3%
Wells Fargo
13
Wells Fargo
California
$1.6B -$3.45M -70,179 -0.2%
Charles Schwab
14
Charles Schwab
California
$1.56B -$58.4M -1,199,406 -4%
Ameriprise
15
Ameriprise
Minnesota
$1.51B +$373M +7,595,121 +33%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.48B -$146M -2,966,760 -9%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.39B -$8.62M -175,329 -0.6%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$1.34B +$9.39M +191,073 +0.7%
Goldman Sachs
19
Goldman Sachs
New York
$1.32B +$227M +4,625,100 +21%
Fisher Asset Management
20
Fisher Asset Management
Washington
$1.28B +$36.4M +740,418 +3%
PI
21
Putnam Investments
Massachusetts
$1.11B -$131M -2,669,496 -11%
Invesco
22
Invesco
Georgia
$1.06B -$92.7M -1,885,158 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.01B +$50.5M +1,026,699 +5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.01B -$331M -6,731,856 -25%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$982M -$73.7M -1,498,929 -7%
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