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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
MFT
2626
Moisand Fitzgerald Tamayo
Florida
$77K -$197K -4,188 -73%
SQA
2627
Simon Quick Advisors
New Jersey
$75K -$90.1K -1,920 -56%
PO
2628
Private Ocean
California
$73K -$2.82K -60 -4%
SOW
2629
State of Wyoming
Wyoming
$73K +$69.3K +1,476 New
MWC
2630
MBM Wealth Consultants
Missouri
$72K
AS
2631
Altshuler Shaham
Israel
$70K -$2.67M -56,868 -98%
BAM
2632
Baldrige Asset Management
Pennsylvania
$70K
RDFA
2633
Ritter Daniher Financial Advisory
Ohio
$70K
CFG
2634
CKW Financial Group
Hawaii
$68K -$23.9K -510 -27%
SIC
2635
SJS Investment Consulting
Ohio
$68K +$2.25K +48 +4%
HI
2636
Hoey Investments
Pennsylvania
$67K -$9.67M -206,040 -99%
SFG
2637
Steward Financial Group
Texas
$66K +$45.1K +960 +250%
KFS
2638
Kelly Financial Services
Massachusetts
$64.7K
TF
2639
TimeScale Financial
Massachusetts
$62K +$3.8K +81 +7%
LAS
2640
Lloyd Advisory Services
Georgia
$62K +$25.5K +543 +78%
UCB
2641
United Community Bank
South Carolina
$61.7K
RWML
2642
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$60.3K -$4.93K -105 -8%
MUMSS
2643
Mitsubishi UFJ Morgan Stanley Securities
Japan
$60K -$32.4K -690 -37%
TAM
2644
Tucker Asset Management
Colorado
$55.5K +$4.22K +90 +9%
FFA
2645
Freedman Financial Associates
Massachusetts
$53K
AWM
2646
Avondale Wealth Management
Texas
$52K -$514K -10,950 -91%
RIM
2647
Rockbridge Investment Management
New York
$51.9K
MSE
2648
MUFG Securities EMEA
United Kingdom
$50K -$59.2K -1,260 -56%
LWA
2649
Lowe Wealth Advisors
Maryland
$50K +$141 +3 +0.3%
HFS
2650
HBC Financial Services
Washington
$49K

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.