Walmart Inc
WMT
2,878 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, 1,211 increasing their positions, 1,129 reducing their positions, and 123 closing their positions.
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 (+$11.9B)
7% more repeat investments, than reductions
Existing positions increased: 1,211 | Existing positions reduced: 1,129
0.99% more ownership
Funds ownership: 33.07% → 34.06% (+0.99%)
1% more funds holding
Funds holding: 2,852 → 2,878 (+26)
7% less funds holding in top 10
Funds holding in top 10: 123 → 115 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$924M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$837M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$403M |
| 4 |
JP Morgan Chase
New York
|
+$387M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$419M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$318M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$253M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$228M |
| 5 |
Jane Street
New York
|
-$214M |
WMT Hedge Fund Activity: Q2 2023 in Review
2,878 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2023, worth a combined $143B — up 9.1% 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 1,211 added to existing stakes and 1,129 trimmed.
The largest buyer was Vanguard Group, adding an estimated $924M. The largest seller was Envestnet Asset Management, cutting an estimated $419M.
- 2,878 institutional investors held Walmart Inc (WMT) as of Q2 2023, up from 2,852 in Q1 2023.
- Funds reported $143B of Walmart Inc stock for Q2 2023, up 9.1% 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.