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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
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$11.7M +$33.1K +705 +0.3%
CGH
452
Crossmark Global Holdings
Texas
$11.7M +$28K +597 +0.3%
BBHC
453
Brown Brothers Harriman & Co
New York
$11.6M +$38.6K +822 +0.4%
CIA
454
CCM Investment Advisers
South Carolina
$11.6M -$807K -17,196 -7%
LA
455
Lynch & Associates
Indiana
$11.6M +$48.9K +1,041 +0.4%
FG
456
Fiduciary Group
Georgia
$11.5M +$400K +8,514 +4%
ASN
457
Advisory Services Network
Georgia
$11.4M -$729K -15,522 -6%
WM
458
WS Management
Florida
$11.4M
SGK
459
Steigerwald Gordon & Koch
Virginia
$11.3M +$251K +5,337 +2%
TAIM
460
Te Ahumairangi Investment Management
New Zealand
$11.3M +$348K +7,410 +3%
USAA
461
United Services Automobile Association
Texas
$11.3M -$14.3M -304,038 -57%
Kovitz Investment Group Partners
462
Kovitz Investment Group Partners
Illinois
$11.3M +$20.7K +441 +0.2%
OAM
463
Oppenheimer Asset Management
New York
$11.2M +$540K +11,496 +5%
FM
464
Foster & Motley
Ohio
$11.2M -$515K -10,977 -5%
Pacer Advisors
465
Pacer Advisors
Pennsylvania
$11.2M -$242K -5,157 -2%
FNT
466
First National Trust
Pennsylvania
$11.1M +$450K +9,585 +4%
SMI
467
Shelter Mutual Insurance
Missouri
$11.1M
SW
468
SVB Wealth
Massachusetts
$11M -$122K -2,598 -1%
KWILP
469
Kiwi Wealth Investments Limited Partnership
New Zealand
$11M -$4.28M -91,260 -29%
FNT
470
First Nebraska Trust
Nebraska
$10.8M -$23.1K -492 -0.2%
TF
471
Tompkins Financial
New York
$10.8M +$1.24M +26,358 +14%
S
472
Seeyond
France
$10.7M +$2.21M +47,163 +28%
MAM
473
Mastrapasqua Asset Management
Tennessee
$10.7M -$786K -16,740 -7%
WCM
474
Whitener Capital Management
North Carolina
$10.7M -$99.7K -2,124 -1%
SAM
475
Shell Asset Management
Netherlands
$10.6M -$276K -5,883 -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.