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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
ACP
476
Ashfield Capital Partners
California
$10.6M -$10.1K -216 -0.1%
Lido Advisors
477
Lido Advisors
California
$10.6M +$385K +8,208 +4%
AIM
478
Allen Investment Management
New York
$10.5M -$286K -6,084 -3%
ADEF
479
Adams Diversified Equity Fund
Maryland
$10.5M -$6.37M -135,600 -39%
CA
480
Callahan Advisors
Texas
$10.4M +$165K +3,519 +2%
SWM
481
Segment Wealth Management
Texas
$10.4M +$744K +15,852 +8%
PFS
482
Prospera Financial Services
Texas
$10.4M +$315K +6,708 +3%
HWM
483
Holloway Wealth Management
Florida
$10.4M
TBA
484
Tower Bridge Advisors
Pennsylvania
$10.4M -$1.94M -41,289 -16%
FSA
485
Franklin Street Advisors
North Carolina
$10.4M +$208K +4,428 +2%
SCA
486
Spearhead Capital Advisors
Florida
$10.3M +$407K +8,661 +4%
AT
487
Arvest Trust
Oklahoma
$10.3M +$308K +6,564 +3%
BCM
488
Buckhead Capital Management
Georgia
$10.3M +$566K +12,054 +6%
GLA
489
Great Lakes Advisors
Illinois
$10.2M +$7.86M +167,514 +453%
RCYC
490
Richard C. Young & Co
Rhode Island
$10.1M -$321K -6,831 -3%
HFS
491
Hantz Financial Services
Michigan
$10.1M +$614K +13,080 +7%
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$10M +$211K +4,500 +2%
CA
493
CV Advisors
Florida
$10M
SG Americas Securities
494
SG Americas Securities
New York
$9.94M -$3.14M -66,879 -25%
BCM
495
Bridgeway Capital Management
Texas
$9.92M -$796K -16,950 -8%
CSIC
496
Clifford Swan Investment Counsel
California
$9.92M -$521K -11,094 -5%
PFM
497
Parsec Financial Management
North Carolina
$9.91M -$360K -7,674 -4%
DY
498
Dowling & Yahnke
California
$9.89M -$33.2K -708 -0.4%
AP
499
Advisor Partners
California
$9.89M +$34.5K +735 +0.4%
PG
500
Pendal Group
Australia
$9.79M -$2.43M -51,702 -21%

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.