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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
EGA
651
Eagle Global Advisors
Texas
$6.29M +$97.9K +2,085 +2%
OIM
652
Opus Investment Management
Massachusetts
$6.25M
CCM
653
Coldstream Capital Management
Washington
$6.25M +$314K +6,681 +6%
WC
654
Woodstock Corp
Massachusetts
$6.24M -$128K -2,730 -2%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.22M +$434K +9,249 +8%
MIA
656
MMBG Investment Advisors
Florida
$6.21M +$230K +4,905 +4%
MSWM
657
Mader & Shannon Wealth Management
Missouri
$6.2M +$1.24M +26,496 +27%
KTM
658
Keeler Thomas Management
Utah
$6.18M +$396K +8,427 +7%
TPCW
659
TD Private Client Wealth
New York
$6.16M -$463K -9,870 -7%
LIA
660
LS Investment Advisors
Michigan
$6.16M +$3.01M +64,110 +107%
FM
661
Family Management
New York
$6.15M -$35.1K -747 -0.6%
CIA
662
Covington Investment Advisors
Pennsylvania
$6.14M +$2.11K +45 +0%
RP
663
Rice Partnership
Hawaii
$6.07M +$150K +3,201 +3%
LWANC
664
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.06M +$51K +1,086 +0.9%
GH
665
GAM Holding
Switzerland
$6.02M +$5.69M +121,269 New
PMAM
666
Picton Mahoney Asset Management
Ontario, Canada
$6.01M -$2.39M -50,919 -30%
NL
667
NWAM LLC
Washington
$6.01M +$1.27M +27,096 +29%
CK
668
Cohen Klingenstein
New York
$6M
MIH
669
Meitav Investment House
Israel
$6M -$729K -15,534 -11%
NSEDCP
670
NJ State Employees Deferred Compensation Plan
New Jersey
$5.96M
NM
671
NWI Management
New York
$5.96M
TNBTD
672
Trustmark National Bank Trust Department
Mississippi
$5.94M +$119K +2,541 +2%
OBGC
673
O'Brien Greene & Co
Pennsylvania
$5.91M +$122K +2,598 +2%
Qube Research & Technologies (QRT)
674
Qube Research & Technologies (QRT)
United Kingdom
$5.91M -$26.6M -566,979 -83%
Boston Partners
675
Boston Partners
Massachusetts
$5.91M +$5.58M +118,956 New

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.