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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
WB
501
Webster Bank
Connecticut
$9.77M -$98.2K -2,091 -1%
MCM
502
Monarch Capital Management
Indiana
$9.75M -$135K -2,883 -1%
CFG
503
Citizens Financial Group
Rhode Island
$9.71M -$288K -6,126 -3%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$9.69M -$659K -14,037 -7%
RP
505
Rowlandmiller & Partners
Georgia
$9.68M -$258K -5,493 -3%
DWM
506
Dorchester Wealth Management
Quebec, Canada
$9.68M -$17.6K -375 -0.2%
TWM
507
TLW Wealth Management
Florida
$9.59M -$43.2K -921 -0.5%
LBC
508
Lowe Brockenbrough & Co
Virginia
$9.58M -$198K -4,224 -2%
Holocene Advisors
509
Holocene Advisors
New York
$9.57M -$91.2M -1,943,277 -91%
CHC
510
City Holding Co
West Virginia
$9.55M -$26.2K -558 -0.3%
BL
511
BCWM LLC
Kansas
$9.5M +$68K +1,449 +0.8%
BGIM
512
Brandywine Global Investment Management
Pennsylvania
$9.44M +$178K +3,795 +2%
SPC
513
Sigma Planning Corp
Michigan
$9.43M -$1.21M -25,818 -12%
WF
514
WoodTrust Financial
Wisconsin
$9.42M +$742K +15,813 +9%
ANBT
515
American National Bank & Trust
Texas
$9.35M +$584K +12,441 +7%
CIC
516
Carnegie Investment Counsel
Ohio
$9.34M -$3.44M -73,191 -28%
FHA
517
First Horizon Advisors
Tennessee
$9.32M -$10.9M -231,783 -55%
GP
518
Greenline Partners
New York
$9.32M +$78.9K +1,680 +0.9%
DJSG
519
D.J. St. Germain
Massachusetts
$9.3M -$109K -2,313 -1%
MAP
520
Managed Asset Portfolios
Michigan
$9.15M +$89.3K +1,902 +1%
HWM
521
HB Wealth Management
Georgia
$9.06M +$1.53M +32,694 +22%
1IA
522
1834 Investment Advisors
Wisconsin
$9.06M +$409K +8,709 +5%
EAM
523
Eagle Asset Management
Florida
$9.05M +$152K +3,243 +2%
AWS
524
Atria Wealth Solutions
New York
$9.04M +$8.55M +182,061 New
KAM
525
KEB Asset Management
Illinois
$8.95M -$305K -6,492 -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.