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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
KC
2701
Kenfarb & Co
Kentucky
$15K
S
2702
Surevest
California
$15K
ARIS
2703
Advanced Research Investment Solutions
California
$15K +$14.1K +300 New
SC
2704
Siena Capital
Ohio
$15K +$14.1K +300 New
CWM
2705
Curi Wealth Management
North Carolina
$13K -$1.55K -33 -11%
MAM
2706
McCarthy Asset Management
California
$13K
CDIA
2707
Capital Directions Investment Advisors
Georgia
$13K +$11.8K +252 New
BA
2708
Bellwether Advisors
Nebraska
$12K
HWM
2709
HighMark Wealth Management
Minnesota
$10K
AFG
2710
Albion Financial Group
Utah
$10K +$6.76K +144 +240%
FQ
2711
First Quadrant
California
$9K -$283K -6,018 -97%
IHWM
2712
Iron Horse Wealth Management
Iowa
$9K
BCPWM
2713
Bradley & Co Private Wealth Management
Florida
$8K -$202K -4,299 -96%
CM
2714
Cornerstone Management
Georgia
$7.45K
WIA
2715
Wealthstreet Investment Advisors
Texas
$7K
DWA
2716
Delos Wealth Advisors
Texas
$6K -$2.96K -63 -34%
EAM
2717
Eukles Asset Management
Ohio
$6K
PP
2718
PFS Partners
New Jersey
$5.53K
LIM
2719
Longfellow Investment Management
Massachusetts
$5K
AWA
2720
Artemis Wealth Advisors
New York
$3.81K +$141 +3 +4%
AWMS
2721
Advocacy Wealth Management Services
Georgia
$3K
DTIM
2722
Danda Trouve Investment Management
Kansas
$3K
DRS
2723
Deane Retirement Strategies
Louisiana
$2K
BAM
2724
Bellevue Asset Management
Washington
$2K +$2.11K +45 New
PI
2725
PEAK6 Investments
Illinois
$1K -$2.9M -61,668 -100%

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.