Stocks
Funds
Screener
Sectors
Watchlists
More
WMT - Walmart Inc Stock Price, Fair Value and News
60.22
USD
+0.35
(+0.58%)
Market Closed
Watchlist
Share
Stock
/
WMT
/
Funds-Owners-Holders
Which funds bought or sold WMT recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
UNCHANGED
Premium
Premium
Premium
Premium
152,098
2024-04-24
BAR HARBOR WEALTH MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
170,097
2024-04-24
First Fiduciary Investment Counsel, Inc.
ADDED
Premium
Premium
Premium
Premium
9,120
2024-04-24
RAYMOND JAMES TRUST N.A.
ADDED
Premium
Premium
Premium
Premium
563,991
2024-04-24
MARINO, STRAM & ASSOCIATES LLC
ADDED
Premium
Premium
Premium
Premium
12,944
2024-04-24
PROFFITT & GOODSON INC
ADDED
Premium
Premium
Premium
Premium
17,532
2024-04-24
Willis Investment Counsel
ADDED
Premium
Premium
Premium
Premium
385,545
2024-04-24
Essex Financial Services, Inc.
ADDED
Premium
Premium
Premium
Premium
35,179
2024-04-24
SOL Capital Management CO
ADDED
Premium
Premium
Premium
Premium
31,215
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
380,509
2024-04-24
Hartford Financial Management Inc.
ADDED
Premium
Premium
Premium
Premium
16,929
2024-04-24
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
7,113
2024-04-24
Callahan Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
209,746
2024-04-24
Robeco Institutional Asset Management B.V.
ADDED
Premium
Premium
Premium
Premium
1,494,690
2024-04-24
Cambridge Investment Research Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
1,144,780
2024-04-24
DekaBank Deutsche Girozentrale
ADDED
Premium
Premium
Premium
Premium
2,651,450
2024-04-24
Freedom Day Solutions, LLC
ADDED
Premium
Premium
Premium
Premium
41,218
2024-04-24
WESPAC Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
9,825
2024-04-24
PATTON ALBERTSON MILLER GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
112,335
2024-04-24
Alta Advisers Ltd
ADDED
Premium
Premium
Premium
Premium
11,300
2024-04-24
Verity & Verity, LLC
ADDED
Premium
Premium
Premium
Premium
3,576
2024-04-24
National Mutual Insurance Federation of Agricultural Cooperatives
ADDED
Premium
Premium
Premium
Premium
473,100
2024-04-24
Assenagon Asset Management S.A.
ADDED
Premium
Premium
Premium
Premium
3,793,200
2024-04-24
Catalyst Capital Advisors LLC
ADDED
Premium
Premium
Premium
Premium
36,819
2024-04-24
Smith Anglin Financial, LLC
ADDED
Premium
Premium
Premium
Premium
32,372
Rows per page:
10
25
50
All
1–25 of 1883
Which funds are the top buyers of WMT?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
137,515,000
21,679,300,000
0.47%
BlackRock Inc.
97,254,000
15,332,100,000
0.39%
STATE STREET CORP
60,570,600
9,585,250,000
0.47%
GEODE CAPITAL MANAGEMENT, LLC
26,943,900
4,234,240,000
0.44%
MORGAN STANLEY
25,376,500
4,000,600,000
0.35%
NORGES BANK
23,308,900
3,674,650,000
0.64%
BANK OF AMERICA CORP /DE/
20,944,700
3,301,930,000
0.33%
PRICE T ROWE ASSOCIATES INC /MD/
20,235,900
3,190,190,000
0.43%
GOLDMAN SACHS GROUP INC
20,011,700
3,154,850,000
0.28%
FMR LLC
19,480,100
3,071,040,000
0.24%
Rows per page:
10
1–10 of 93
Which funds have put a big percent of portfolio in WMT?
Fund Name
$ Value
% Port.
Narus Financial Partners, LLC
89,118,500
38.04%
Hexagon Capital Partners LLC
140,898,000
31.34%
Svenska Handelsbanken AB (publ)
41,315,000
13.03%
A.R.T. Advisors, LLC
226,000
12.59%
BlueSpruce Investments, LP
568,419,000
10.86%
CV Advisors LLC
15,313,200
10.31%
Empirical Capital Management, LLC
10,090,000
9.23%
Kehrs Ridge Capital,LLC
22,049,000
8.50%
Gabalex Capital Management LLC
14,267,000
7.87%
MANA Advisors LLC
212,000
6.92%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold WMT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
BlueSpruce Investments, LP
568,419,000
TWINBEECH CAPITAL LP
106,083,000
Aquatic Capital Management LLC
76,555,000
Capitolis Liquid Global Markets LLC
45,876,200
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
44,347,000
ExodusPoint Capital Management, LP
43,577,000
SRB CORP
42,673,300
Svenska Handelsbanken AB (publ)
41,315,000
Additions
Fund Name
% Increased
Transform Wealth, LLC
11,877
NORDEN GROUP LLC
7,453
TWO SIGMA INVESTMENTS, LP
4,463
Stonehage Fleming Financial Services Holdings Ltd
3,731
Strategic Financial Concepts, LLC
1,633
Simplicity Wealth,LLC
1,442
Engineers Gate Manager LP
1,331
Jefferies Financial Group Inc.
1,172
Reductions
Fund Name
% Reduced
MARVIN & PALMER ASSOCIATES INC
-99.14
Cutler Group LLC / CA
-99.13
Balyasny Asset Management L.P.
-98.13
Strategic Investment Solutions, Inc. /IL
-97.69
Zurich Insurance Group Ltd/FI
-97.67
Schonfeld Strategic Advisors LLC
-93.74
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
-90.45
True Wealth Design, LLC
-89.39
Sold off
Fund Name
$ Sold
Holocene Advisors, LP
-253,011,000
Dorsal Capital Management, LP
-143,937,000
Davidson Kempner Capital Management LP
-82,076,900
Castle Hook Partners LP
-69,335,300
Shellback Capital, LP
-45,835,900
SPX Gestao de Recursos Ltda
-24,773,200
MANE GLOBAL CAPITAL MANAGEMENT LP
-23,180,300
CANTOR FITZGERALD, L. P.
-19,442,200