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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
CT
2651
Clearstead Trust
Maine
$47K -$7.89K -168 -15%
WSCM
2652
Wellington Shields Capital Management
New York
$45K -$852K -18,150 -95%
HFA
2653
HC Financial Advisors
California
$45K
OA
2654
Operose Advisors
Wisconsin
$44K +$13.4K +285 +48%
PCOC
2655
Power Corp of Canada
Canada
$44K +$42K +894 New
BHWM
2656
Beaird Harris Wealth Management
Texas
$39K -$284K -6,045 -89%
HIM
2657
Hillsdale Investment Management
Ontario, Canada
$39K -$62K -1,320 -62%
MIM
2658
Macroview Investment Management
Maryland
$38K +$141 +3 +0.4%
HF
2659
Halpern Financial
Virginia
$37.2K -$23.5K -501 -40%
SIA
2660
Sit Investment Associates
Minnesota
$37K
GIA
2661
Goodwin Investment Advisory
Georgia
$35K -$13.1K -279 -28%
PGAM
2662
Princeton Global Asset Management
New Jersey
$35K +$14.1K +300 +75%
IA
2663
IndexIQ Advisors
New York
$35K +$32.8K +699 New
CWM
2664
Cedar Wealth Management
California
$34K
LD
2665
Lipe & Dalton
New York
$33K -$10.7K -228 -26%
ACK
2666
Andrew C. Karlinski
$33K -$282 -6 -0.9%
OAJ
2667
Ogorek Anthony Joseph
New York
$33K
LFA
2668
Level Financial Advisors
New York
$32K -$3.52K -75 -10%
MBFW
2669
Morton Brown Family Wealth
Pennsylvania
$32K
NWM
2670
Nauset Wealth Management
Connecticut
$31K +$28.9K +615 New
GWA
2671
Gibson Wealth Advisors
Texas
$30K
TC
2672
Tacita Capital
Ontario, Canada
$30K +$14.1K +300 +100%
JPLA
2673
Joseph P. Lucia & Associates
New York
$29K +$27K +576 New
SMG
2674
Spectrum Management Group
Indiana
$28K
FA
2675
Financial Avengers
California
$28K +$141 +3 +0.5%

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.