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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
AWP
576
Ascent Wealth Partners
New York
$7.79M +$1.83M +38,985 +33%
O
577
Ossiam
France
$7.78M +$1.98M +42,102 +37%
MWM
578
Marietta Wealth Management
Georgia
$7.76M +$185K +3,933 +3%
RC
579
RBF Capital
California
$7.76M
BFS
580
Bradley Foster & Sargent
Connecticut
$7.75M -$240K -5,103 -3%
AAM
581
Auxier Asset Management
Oregon
$7.75M
MCM
582
Mattern Capital Management
Colorado
$7.67M +$225K +4,800 +3%
EWM
583
Executive Wealth Management
Michigan
$7.66M +$244K +5,187 +3%
HT
584
Heritage Trust
Oklahoma
$7.56M +$68.2K +1,452 +1%
JG
585
Jefferies Group
New York
$7.55M +$2.94M +62,631 +70%
KPWS
586
Kestra Private Wealth Services
Texas
$7.52M -$789K -16,812 -10%
RC
587
Roundview Capital
New Jersey
$7.49M +$213K +4,533 +3%
FNBOMD
588
First National Bank of Mount Dora
Florida
$7.48M +$1.16M +24,708 +20%
MHIC
589
Marble Harbor Investment Counsel
Massachusetts
$7.44M -$197K -4,200 -3%
BL
590
BFSG LLC
California
$7.42M +$3.38M +72,048 +90%
HL
591
HeadInvest LLC
Maine
$7.34M +$6.9K +147 +0.1%
LIM
592
Leavell Investment Management
Alabama
$7.33M +$100K +2,139 +1%
TFS
593
Thoroughbred Financial Services
Tennessee
$7.31M +$2.59M +55,071 +60%
MM
594
Meridian Management
Arkansas
$7.26M -$19K -405 -0.3%
RGI
595
River Global Investors
United Kingdom
$7.25M +$304K +6,480 +5%
MAM
596
Magellan Asset Management
Australia
$7.24M +$289K +6,156 +4%
WAOTB
597
Wealth Advisors of Tampa Bay
Florida
$7.23M +$1.41K +30 +0%
PWW
598
Pettyjohn Wood & White
Virginia
$7.18M +$62K +1,320 +0.9%
GIA
599
GHP Investment Advisors
Colorado
$7.17M +$447K +9,513 +7%
FPFS
600
First Personal Financial Services
North Carolina
$7.17M +$48.7K +1,038 +0.7%

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.