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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
BOC
601
Barbara Oil Co
Illinois
$7.15M
PAI
602
Pittenger & Anderson Inc
Nebraska
$7.12M -$469K -9,981 -7%
Cerity Partners
603
Cerity Partners
New York
$7.11M +$3.09M +65,799 +75%
CTA
604
Colonial Trust Advisors
South Carolina
$7.1M +$218K +4,638 +3%
ACI
605
AMP Capital Investors
Australia
$7.07M +$6.69M +142,500 New
TFA
606
Toth Financial Advisory
Virginia
$7.05M +$211K +4,494 +3%
OCM
607
One Capital Management
California
$7.05M +$339K +7,215 +5%
CCM
608
Covington Capital Management
California
$7.05M -$87K -1,854 -1%
ACM
609
AlphaStar Capital Management
North Carolina
$7.04M -$277K -5,898 -4%
BRM
610
Boston Research & Management
Massachusetts
$6.98M -$68.7K -1,464 -1%
XWM
611
Xcel Wealth Management
Florida
$6.98M +$889K +18,945 +16%
BRWM
612
B. Riley Wealth Management
Tennessee
$6.98M -$691K -14,727 -9%
CAM
613
Carret Asset Management
New York
$6.95M -$25.2K -537 -0.4%
CCMINC
614
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.91M +$174K +3,705 +3%
Squarepoint
615
Squarepoint
New York
$6.89M -$38.3M -816,174 -85%
FIB
616
First Interstate Bank
Montana
$6.88M +$477K +10,164 +8%
AIA
617
Allied Investment Advisors
Montana
$6.88M +$519K +11,052 +9%
CSS
618
Cubist Systematic Strategies
Connecticut
$6.88M -$21.7M -462,810 -77%
AC
619
Allstate Corporation
Illinois
$6.84M -$10.5M -224,070 -62%
GGS
620
Galvin Gaustad & Stein
Arizona
$6.84M -$500K -10,644 -7%
PAA
621
Peregrine Asset Advisers
Oregon
$6.82M +$5.34M +113,844 +485%
AM
622
Atwater Malick
Pennsylvania
$6.79M +$264K +5,622 +4%
LFAS
623
Level Four Advisory Services
Texas
$6.76M -$106K -2,268 -2%
OPPTF
624
OPSEU Pension Plan Trust Fund
Ontario, Canada
$6.74M +$54.6K +1,164 +0.9%
NB
625
Northwest Bancshares
Pennsylvania
$6.73M +$238K +5,073 +4%

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.