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Walmart Inc
WMT

2,601 hedge funds and large institutions have $112B invested in Walmart Inc in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,125 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more funds holding in top 10

Funds holding in top 10: 79 → 117 (+38)

12% more repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,007

11% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 136

6% more capital invested

Capital invested by funds: $106B → $112B (+$6.38B)

8% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $2.87B

0.41% more ownership

Funds ownership: 95.58% → 95.99% (+0.41%)

1% less funds holding

Funds holding: 2,620 → 2,601 (-19)

Holders
2,601
Holders Change
-19
Holders Change %
-0.73%
% of All Funds
44.8%
Holding in Top 10
117
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.1%
% of All Funds
2.02%
New
151
Increased
1,125
Reduced
1,007
Closed
136
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$1B
2
DZ Bank
DZ Bank
Germany
+$417M
3
Citadel Advisors
Citadel Advisors
Florida
+$388M
4
BlackRock
BlackRock
New York
+$357M
5
Amundi
Amundi
France
+$352M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$1.29B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Bessemer Group
Bessemer Group
New Jersey
-$253M
4
JP Morgan Chase
JP Morgan Chase
New York
-$226M
5
AS
Altshuler Shaham
Israel
-$197M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
376
Northeast Investment Management
Massachusetts
$13.5M -$63.7K -1,455 -0.5%
JCM
377
Janney Capital Management
Pennsylvania
$13.5M -$7.79M -177,753 -36%
SSB
378
Sandy Spring Bank
Maryland
$13.4M -$521K -11,883 -4%
OAM
379
Oppenheimer Asset Management
New York
$13.4M +$767K +17,499 +6%
Hudson Bay Capital Management
380
Hudson Bay Capital Management
Connecticut
$13.4M +$1.52M +34,590 +13%
NNPTE
381
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$13.4M +$13.5M +309,255 New
BRWA
382
B. Riley Wealth Advisors
Florida
$13.4M +$4.79M +109,317 +55%
BG
383
Bollard Group
Massachusetts
$13.3M +$2.53M +57,750 +23%
WCMN
384
Westchester Capital Management (Nebraska)
Nebraska
$13.3M +$55.2K +1,260 +0.4%
IAA
385
Independent Advisor Alliance
North Carolina
$13.3M -$736K -16,806 -5%
HPC
386
HM Payson & Co
Maine
$13.2M -$402K -9,183 -3%
AIMCA
387
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.1M – – –
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M +$360K +8,211 +3%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$13M +$598K +13,650 +5%
ECM
390
Empirical Capital Management
Tennessee
$13M -$657K -15,000 -5%
BCM
391
BTC Capital Management
Iowa
$12.9M +$546K +12,471 +4%
CWM
392
Calamos Wealth Management
Illinois
$12.9M +$393K +8,964 +3%
Lido Advisors
393
Lido Advisors
California
$12.8M +$1.05M +24,069 +9%
EDRH
394
Edmond de Rothschild Holding
Switzerland
$12.7M -$560K -12,792 -4%
MAM
395
Magellan Asset Management
Australia
$12.7M +$3.47M +79,236 +37%
BFA
396
Bragg Financial Advisors
North Carolina
$12.6M +$1.01M +23,085 +9%
MA
397
MUFG Americas
New York
$12.5M -$49.4K -1,128 -0.4%
HCM
398
Hilton Capital Management
New York
$12.5M -$9.04M -206,289 -42%
SC
399
SouthState Corp
Florida
$12.4M -$385K -8,778 -3%
FNBT
400
FineMark National Bank & Trust
Florida
$12.4M -$153K -3,501 -1%
14 15
16
17 18

WMT Hedge Fund Activity: Q3 2022 in Review

2,601 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2022, worth a combined $112B — up 6% from $106B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new WMT positions and 136 closed out — a net gain of 15 holders — while 1,125 added to existing stakes and 1,007 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1B. The largest seller was GQG Partners, cutting an estimated $1.29B.

  • 2,601 institutional investors held Walmart Inc (WMT) as of Q3 2022, down from 2,620 in Q2 2022.
  • Funds reported $112B of Walmart Inc stock for Q3 2022, up 6% quarter-over-quarter.
  • 151 funds opened new Walmart Inc positions in Q3 2022 and 136 closed out, a net change of +15 holders.
  • The largest Walmart Inc buyer in Q3 2022 was Fisher Asset Management, an estimated $1B added.
  • The largest Walmart Inc seller in Q3 2022 was GQG Partners, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2022.