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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
MA
2801
Mosaic Advisors
Texas
-$560K -11,610 Closed
AA
2802
ALPS Advisors
Colorado
-$532K -11,025 Closed
CPA
2803
Court Place Advisors
Maryland
-$505K -10,470 Closed
SC
2804
Shay Capital
New York
-$441K -9,384 Closed
CAWM
2805
Capital Advisors Wealth Management
Washington
-$452K -9,381 Closed
COF
2806
Capital One Financial
Virginia
-$421K -8,730 Closed
TWP
2807
Transparent Wealth Partners
Arkansas
-$399K -8,277 Closed
MS
2808
Maven Securities
Jersey
-$374K -7,959 Closed
RCM
2809
RNC Capital Management
California
-$366K -7,590 Closed
PAM
2810
Premier Asset Management
Illinois
-$362K -7,500 Closed
NIM
2811
NuWave Investment Management
New Jersey
-$353K -7,314 Closed
CP
2812
CenterBook Partners
Connecticut
-$344K -7,131 Closed
WAOI
2813
Wealth Advisors of Iowa
Iowa
-$326K -6,750 Closed
CGA
2814
Crescent Grove Advisors
Illinois
-$320K -6,603 Closed
PTC
2815
Petrus Trust Company
Texas
-$311K -6,438 Closed
SDH
2816
Sloy Dahl & Holst
Washington
-$294K -6,327 Closed
DS
2817
DRW Securities
Illinois
-$292K -6,060 Closed
UAS
2818
United Asset Strategies
New York
-$292K -6,060 Closed
SVCP
2819
Silicon Valley Capital Partners
California
-$289K -6,000 Closed
BWFA
2820
Baltimore-Washington Financial Advisors
Maryland
-$286K -5,940 Closed
PIP
2821
Peachtree Investment Partners
Florida
-$285K -5,916 Closed
RWM
2822
Rockwood Wealth Management
Pennsylvania
-$285K -5,907 Closed
ICM
2823
Ionic Capital Management
New York
-$277K -5,751 Closed
GCM
2824
Gladius Capital Management
Illinois
-$269K -5,724 Closed
SEA
2825
Stegent Equity Advisors
Texas
-$270K -5,571 Closed

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.