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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
APW
2551
Acima Private Wealth
Virginia
$204K
ODG
2552
O'Dell Group
Ohio
$204K +$141 +3 +0.1%
LP
2553
LGL Partners
Pennsylvania
$204K +$193K +4,101 New
CC
2554
Cypress Capital
Tennessee
$204K +$193K +4,107 New
SFG
2555
SNS Financial Group
Minnesota
$204K +$193K +4,110 New
CSIA
2556
Charles Schwab Investment Advisory
California
$203K +$192K +4,086 New
VW
2557
Vance Wealth
California
$203K +$192K +4,098 New
W
2558
WorthPointe
California
$201K +$190K +4,056 New
SIC
2559
Shoker Investment Counsel
Ohio
$201K +$191K +4,059 New
KFI
2560
Key Financial Inc
Pennsylvania
$200K +$59.7K +1,272 +46%
BA
2561
Bivin & Associates
Oklahoma
$184K
MCA
2562
Maryland Capital Advisors
Maryland
$182K
KIG
2563
Kessler Investment Group
Indiana
$180K -$32.1K -684 -16%
APP
2564
Alpha Paradigm Partners
Illinois
$179K -$226K -4,821 -57%
MGIM
2565
M&G Investment Management
United Kingdom
$178K +$6.23M +132,777 +4%
SFA
2566
Semmax Financial Advisors
North Carolina
$178K +$282 +6 +0.2%
FFWM
2567
Future Financial Wealth Management
Ohio
$176K -$34.5K -735 -17%
ICM
2568
Islay Capital Management
Texas
$175K -$1.69K -36 -1%
TLCM
2569
Twin Lakes Capital Management
California
$174K
C
2570
Covestor
United Kingdom
$173K +$39.4K +840 +32%
LSA
2571
Lansing Street Advisors
Pennsylvania
$173K +$155K +3,306 New
EA
2572
Evolution Advisers
Virginia
$171K +$17.6K +375 +12%
BWL
2573
Bogart Wealth LLC
Virginia
$170K -$14.9K -318 -8%
FMP
2574
Financial Management Professionals
Texas
$168K +$14.2K +303 +10%
WPWM
2575
Western Pacific Wealth Management
Illinois
$160K -$38.7K -825 -20%

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.