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Walmart Inc
WMT

2,805 hedge funds and large institutions have $126B invested in Walmart Inc in 2022 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 1,047 increasing their positions, 1,026 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 348 | Existing positions closed: 84

13% more capital invested

Capital invested by funds: $112B → $126B (+$14.5B)

8% more funds holding

Funds holding: 2,600 → 2,805 (+205)

2% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 1,026

0.98% more ownership

Funds ownership: 95.99% → 96.96% (+0.98%)

7% less call options, than puts

Call options by funds: $3.39B | Put options by funds: $3.67B

15% less funds holding in top 10

Funds holding in top 10: 117 → 99 (-18)

Holders
2,805
Holders Change
+205
Holders Change %
+7.88%
% of All Funds
45.09%
Holding in Top 10
99
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.38%
% of All Funds
1.59%
New
348
Increased
1,047
Reduced
1,026
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$997M
2
Morgan Stanley
Morgan Stanley
New York
+$274M
3
Squarepoint
Squarepoint
New York
+$174M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$327M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$275M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$216M
4
Ameriprise
Ameriprise
Minnesota
-$158M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$158M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2876
PYA Waltman Capital
Tennessee
– -$78K -1,797 Closed
SWM
2877
Stapp Wealth Management
Washington
– -$55K -1,269 Closed
CA
2878
Capitolis Advisors
New York
– -$51K -1,170 Closed
KIG
2879
Kessler Investment Group
Indiana
– -$41.5K -873 -99%
WR
2880
WD Rutherford
Oregon
– -$31K -720 Closed
ACK
2881
Andrew C. Karlinski
– -$28K -657 Closed
FEG
2882
Financial Enhancement Group
Indiana
– -$19K -435 Closed
FA
2883
Financial Advantage
Maryland
– -$15K -363 Closed
MDCM
2884
Morgan Dempsey Capital Management
Wisconsin
– -$13K -306 Closed
ARIS
2885
Advanced Research Investment Solutions
California
– -$13K -300 Closed
DBG
2886
De Burlo Group
Massachusetts
– -$13K -300 Closed
CPFP
2887
Clear Perspectives Financial Planning
Ohio
– -$2K -36 Closed
CQS
2888
Credential Qtrade Securities
– -$1.17K -27 Closed
AWMS
2889
Advocacy Wealth Management Services
Georgia
– -$1K -12 Closed
FCAS
2890
First Command Advisory Services
Texas
– +$712 +15 +14%
112 113 114 115
116

WMT Hedge Fund Activity: Q4 2022 in Review

2,805 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2022, worth a combined $126B — up 13% from $112B a quarter earlier.

Buyers outnumbered sellers: 348 funds opened new WMT positions and 84 closed out — a net gain of 264 holders — while 1,047 added to existing stakes and 1,026 trimmed.

The largest buyer was GQG Partners, adding an estimated $997M. The largest seller was Citadel Advisors, cutting an estimated $327M.

  • 2,805 institutional investors held Walmart Inc (WMT) as of Q4 2022, up from 2,600 in Q3 2022.
  • Funds reported $126B of Walmart Inc stock for Q4 2022, up 13% quarter-over-quarter.
  • 348 funds opened new Walmart Inc positions in Q4 2022 and 84 closed out, a net change of +264 holders.
  • The largest Walmart Inc buyer in Q4 2022 was GQG Partners, an estimated $997M added.
  • The largest Walmart Inc seller in Q4 2022 was Citadel Advisors, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2022.