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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
SPIA
251
Steward Partners Investment Advisory
New York
$34.1M +$951K +20,250 +3%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$34.1M -$17.7M -376,593 -36%
M&T Bank
253
M&T Bank
New York
$33.7M +$1.36M +28,941 +4%
AWM
254
AE Wealth Management
Kansas
$33.6M +$1.54M +32,751 +5%
SSA
255
Schonfeld Strategic Advisors
New York
$33.6M +$28.3M +602,628 +823%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$33.5M -$1.31M -27,807 -4%
UB
257
UMB Bank
Missouri
$33.5M +$43.9K +936 +0.1%
BBVA
258
Banco Bilbao Vizcaya Argentaria
Spain
$32.3M +$14.1M +299,322 +89%
CTC
259
Central Trust Company
Missouri
$31.7M -$2.11M -45,048 -7%
CA
260
Capitolis Advisors
New York
$31.5M -$79.6M -1,696,551 -73%
BTCPP
261
Border to Coast Pensions Partnership
United Kingdom
$31.4M +$493K +10,509 +2%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$31.4M +$2.12M +45,126 +8%
WIC
263
Willis Investment Counsel
Georgia
$31M +$3.18M +67,800 +12%
LSV Asset Management
264
LSV Asset Management
Illinois
$30.8M -$690K -14,700 -2%
NAM
265
Nissay Asset Management
Japan
$30.8M +$1.78M +38,004 +7%
HC
266
Henshaw Capital
Massachusetts
$30.5M
HIMC
267
Heritage Investors Management Corp
Maryland
$30.4M +$181K +3,849 +0.6%
MSL
268
Mackay Shields LLC
New York
$30.3M -$1.28M -27,261 -4%
AWM
269
Absher Wealth Management
North Carolina
$30.2M +$1.46M +31,035 +5%
PP
270
Palladium Partners
Virginia
$30M +$298K +6,345 +1%
GT
271
Glenview Trust
Kentucky
$29.8M +$640K +13,629 +2%
DIA
272
Davidson Investment Advisors
Montana
$29.7M +$4.12M +87,660 +17%
MOACM
273
Mutual of America Capital Management
New York
$29.4M +$142K +3,027 +0.5%
DAM
274
Delta Asset Management
Tennessee
$29.3M +$113K +2,403 +0.4%
Parallax Volatility Advisers
275
Parallax Volatility Advisers
California
$29.1M +$18.3M +389,247 +198%

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.