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Walmart Inc

2,730 hedge funds and large institutions have $131B invested in Walmart Inc in 2022 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,186 increasing their positions, 1,041 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding in top 10

Funds holding in top 10: 7696 (+20)

22% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,186 | Existing positions reduced: 1,041

1.53% more ownership

Funds ownership: 95.53%97.06% (+1.5%)

8% more call options, than puts

Call options by funds: $3.13B | Put options by funds: $2.9B

4% more capital invested

Capital invested by funds: $127B → $131B (+$4.96B)

0% more funds holding

Funds holding: 2,7302,730 (0)

Holders
2,730
Holders Change
Holders Change %
0%
% of All Funds
43.05%
Holding in Top 10
96
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+26.32%
% of All Funds
1.51%
New
186
Increased
1,186
Reduced
1,041
Closed
152
Calls
$3.13B
Puts
$2.9B
Net Calls
+$230M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2476
Atticus Wealth Management
Florida
$232K -$70.1K -1,494 -24%
QWM
2477
Quaker Wealth Management
New Jersey
$232K +$219K +4,665 New
RFN
2478
Redwood Financial Network
Ohio
$232K +$219K +4,671 New
MAM
2479
Madison Asset Management
Wisconsin
$231K -$4.22K -90 -2%
BCB
2480
Brian C. Broderick
$231K
CYG
2481
Clean Yield Group
Vermont
$231K
OIS
2482
Okabena Investment Services
Minnesota
$231K
PWA
2483
PCG Wealth Advisors
Kansas
$231K +$218K +4,644 New
LWM
2484
Lyell Wealth Management
California
$230K +$8.87K +189 +4%
KA
2485
Kozak & Associates
Colorado
$229K
OPTFSNA
2486
Old Point Trust & Financial Services N A
Virginia
$229K
MMM
2487
Mendel Money Management
Illinois
$229K +$216K +4,611 New
PSP
2488
Principal Street Partners
Tennessee
$229K +$217K +4,620 New
AWP
2489
Abacus Wealth Partners
California
$229K -$74.9K -1,596 -26%
LI
2490
Lafayette Investments
Maryland
$228K -$141K -3,000 -39%
LIM
2491
Loudon Investment Management
New Hampshire
$228K +$215K +4,590 New
SFP
2492
Sandbox Financial Partners
Maryland
$227K -$13K -276 -6%
AF
2493
Affiance Financial
Minnesota
$226K
BCMO
2494
Buckingham Capital Management (Ohio)
Ohio
$226K +$5.49K +117 +3%
PTC
2495
Philadelphia Trust Company
Pennsylvania
$225K +$213K +4,542 New
LCM
2496
Leisure Capital Management
California
$224K -$14.4K -306 -6%
TIA
2497
Tandem Investment Advisors
South Carolina
$223K -$221K -4,716 -51%
APWA
2498
Atlas Private Wealth Advisors
New Jersey
$223K -$10.8K -231 -5%
TFGT
2499
TS Financial Group (TSFG)
Illinois
$223K -$1.13K -24 -0.5%
TA
2500
TrueWealth Advisors
Alabama
$223K

WMT Hedge Fund Activity: Q1 2022 in Review

2,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2022, worth a combined $131B — up 3.9% from $127B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new WMT positions and 152 closed out — a net gain of 34 holders — while 1,186 added to existing stakes and 1,041 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.46B. The largest seller was Fisher Asset Management, cutting an estimated $634M.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $131B of Walmart Inc stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 186 funds opened new Walmart Inc positions in Q1 2022 and 152 closed out, a net change of +34 holders.
  • The largest Walmart Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $1.46B added.
  • The largest Walmart Inc seller in Q1 2022 was Fisher Asset Management, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2022.