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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
SAM
351
Securian Asset Management
Minnesota
$17.2M -$298K -6,345 -2%
SF
352
Synovus Financial
Georgia
$17.2M -$2.42M -51,591 -13%
CFB
353
Cullen/Frost Bankers
Texas
$17.1M +$1.6M +34,017 +11%
WT
354
Whittier Trust
California
$17M +$171K +3,651 +1%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$17M -$1.33M -28,392 -8%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$16.9M +$75.6K +1,611 +0.5%
AWM
357
Ameliora Wealth Management
Switzerland
$16.8M +$680K +14,475 +4%
HIC
358
Hartline Investment Corp
Illinois
$16.6M +$6.94M +147,855 +72%
IAA
359
Independent Advisor Alliance
North Carolina
$16.5M -$56.9K -1,212 -0.4%
SC
360
Samlyn Capital
New York
$16.5M +$6.56M +139,719 +72%
SSB
361
Sandy Spring Bank
Maryland
$16.4M -$150K -3,186 -1%
AAIM
362
Asset Advisors Investment Management
Georgia
$16.4M +$329K +7,002 +2%
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$16.3M -$98.6K -2,100 -0.6%
CA
364
CapWealth Advisors
Tennessee
$16.1M +$127K +2,706 +0.8%
WT
365
Washington Trust
Rhode Island
$16.1M +$1.28M +27,186 +9%
HPC
366
HM Payson & Co
Maine
$16M -$417K -8,880 -3%
LIM
367
Lathrop Investment Management
Arkansas
$16M -$180K -3,834 -1%
OMC
368
Overbrook Management Corp
New York
$15.9M -$295K -6,294 -2%
NWM
369
Nicola Wealth Management
British Columbia, Canada
$15.8M -$7.61M -162,000 -34%
ECM
370
Empirical Capital Management
Tennessee
$15.6M
AAS
371
Avantax Advisory Services
Texas
$15.6M +$922K +19,638 +7%
BC
372
Brookfield Corp
Ontario, Canada
$15.5M +$6.63M +141,324 +83%
BPWM
373
Badgley Phelps Wealth Managers
Washington
$15.4M +$149K +3,165 +1%
JRCM
374
Jones Road Capital Management
New York
$15.1M
NIM
375
Northeast Investment Management
Massachusetts
$15.1M +$466K +9,921 +3%

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.