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Walmart Inc
WMT

2,877 hedge funds and large institutions have $143B invested in Walmart Inc in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,212 increasing their positions, 1,128 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 123

25% more call options, than puts

Call options by funds: $3.35B | Put options by funds: $2.68B

9% more capital invested

Capital invested by funds: $131B → $143B (+$11.6B)

3.04% more ownership

Funds ownership: 99.21% → 102.25% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 1,212 | Existing positions reduced: 1,128

1% more funds holding

Funds holding: 2,851 → 2,877 (+26)

7% less funds holding in top 10

Funds holding in top 10: 123 → 115 (-8)

Holders
2,877
Holders Change
+26
Holders Change %
+0.91%
% of All Funds
45.16%
Holding in Top 10
115
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.5%
% of All Funds
1.81%
New
175
Increased
1,212
Reduced
1,128
Closed
123
Calls
$3.35B
Puts
$2.68B
Net Calls
+$668M
Net Calls Change
+$79.3M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$924M
2
EWA
EP Wealth Advisors
California
+$837M
3
Ameriprise
Ameriprise
Minnesota
+$403M
4
JP Morgan Chase
JP Morgan Chase
New York
+$387M
5
Invesco
Invesco
Georgia
+$256M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$419M
2
Citadel Advisors
Citadel Advisors
Florida
-$318M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$253M
4
Wells Fargo
Wells Fargo
California
-$228M
5
Jane Street
Jane Street
New York
-$214M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.4B +$924M +18,323,160 +5%
BlackRock
2
BlackRock
New York
$15.8B +$76.9M +1,523,745 +0.5%
State Street
3
State Street
Massachusetts
$9.44B -$11.6M -230,313 -0.1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4B +$59.8M +1,184,391 +2%
Morgan Stanley
5
Morgan Stanley
New York
$3.72B +$140M +2,773,590 +4%
Norges Bank
6
Norges Bank
Norway
$3.47B +$147M +2,904,432 +5%
Bank of America
7
Bank of America
North Carolina
$3.23B -$201M -3,988,980 -6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.8B +$207M +4,102,524 +8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.44B +$164M +3,253,827 +7%
Northern Trust
10
Northern Trust
Illinois
$2.23B -$89.5M -1,773,726 -4%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.06B – – –
Ameriprise
12
Ameriprise
Minnesota
$2.03B +$403M +7,981,218 +26%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.98B +$387M +7,662,732 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.89B -$21.4M -423,285 -1%
Charles Schwab
15
Charles Schwab
California
$1.65B -$18.1M -358,431 -1%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.55B +$61.6M +1,221,108 +4%
Wells Fargo
17
Wells Fargo
California
$1.47B -$228M -4,523,625 -14%
Goldman Sachs
18
Goldman Sachs
New York
$1.43B +$21.8M +431,397 +2%
N
19
Nuveen
North Carolina
$1.41B -$14M -276,936 -1%
Invesco
20
Invesco
Georgia
$1.4B +$256M +5,082,123 +24%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.4B +$32.9M +652,581 +3%
PI
22
Putnam Investments
Massachusetts
$1.17B -$7.77M -153,948 -0.7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.13B +$57.5M +1,139,289 +6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.04B +$187M +3,716,382 +23%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.04B -$11.3M -224,016 -1%
1
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WMT Hedge Fund Activity: Q2 2023 in Review

2,877 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2023, worth a combined $143B — up 8.8% from $131B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new WMT positions and 123 closed out — a net gain of 52 holders — while 1,212 added to existing stakes and 1,128 trimmed.

The largest buyer was Vanguard Group, adding an estimated $924M. The largest seller was Envestnet Asset Management, cutting an estimated $419M.

  • 2,877 institutional investors held Walmart Inc (WMT) as of Q2 2023, up from 2,851 in Q1 2023.
  • Funds reported $143B of Walmart Inc stock for Q2 2023, up 8.8% quarter-over-quarter.
  • 175 funds opened new Walmart Inc positions in Q2 2023 and 123 closed out, a net change of +52 holders.
  • The largest Walmart Inc buyer in Q2 2023 was Vanguard Group, an estimated $924M added.
  • The largest Walmart Inc seller in Q2 2023 was Envestnet Asset Management, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.