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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
UIA
2676
Ulland Investment Advisors
Minnesota
$28K +$21.8K +465 +443%
CSIA
2677
Conrad Siegel Investment Advisors
Pennsylvania
$27K +$25.4K +540 New
PSB
2678
Piscataqua Savings Bank
New Hampshire
$25K -$21.1K -450 -48%
PCFFS
2679
Pacific Center for Financial Services
California
$25K
CI
2680
Cordant Inc
Oregon
$25K +$23.9K +510 New
IAS
2681
IMA Advisory Services
Colorado
$23K
DBG
2682
De Burlo Group
Massachusetts
$22.3K +$21.1K +450 New
CP
2683
Corbenic Partners
Pennsylvania
$22K +$2.11K +45 +11%
FEG
2684
Financial Enhancement Group
Indiana
$22K +$9.01K +192 +79%
CIM
2685
Contravisory Investment Management
Massachusetts
$22K +$21.1K +450 New
KFP
2686
KB Financial Partners
New Jersey
$21K -$563 -12 -3%
MFA
2687
McClarren Financial Advisors
Pennsylvania
$21K
FCG
2688
Financial Connections Group
California
$20K
IWP
2689
IAG Wealth Partners
Wisconsin
$20K +$5.63K +120 +43%
GCA
2690
Greenwood Capital Associates
South Carolina
$19K -$3.86M -82,122 -100%
IRAG
2691
Investment Research & Advisory Group
Georgia
$19K +$10.3K +219 +133%
MW
2692
Milestone Wealth
New York
$18K
CIAS
2693
CFS Investment Advisory Services
New Jersey
$18K +$377M +8,020,398 +14,759%
CCMW
2694
Cypress Capital Management (Wyoming)
Wyoming
$17K
RBC
2695
Roble Belko & Company
Pennsylvania
$17K
SC
2696
Steph & Co
Wisconsin
$16K -$41.7K -888 -74%
TIM
2697
Tortoise Investment Management
New York
$16K
WA
2698
Win Advisors
Florida
$16K +$15.2K +324 New
ACM
2699
Aquatic Capital Management
Illinois
$15K -$310K -6,600 -96%
Baillie Gifford & Co
2700
Baillie Gifford & Co
United Kingdom
$15K

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.