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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
FTDI
676
First Trust Direct Indexing
Massachusetts
$5.9M +$131K +2,784 +2%
SW
677
SlateStone Wealth
Florida
$5.87M +$45.2K +963 +0.8%
TI
678
Tidal Investments
Wisconsin
$5.85M -$1.93M -41,109 -26%
QCM
679
Quantinno Capital Management
New York
$5.83M -$720K -15,345 -12%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$5.83M +$109K +2,331 +2%
CC
681
Constitution Capital
Connecticut
$5.8M +$12.4K +264 +0.2%
KWMG
682
King Wealth Management Group
Florida
$5.79M +$26.1K +555 +0.5%
PFPT
683
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.78M +$114K +2,436 +2%
ECM
684
Everence Capital Management
Indiana
$5.76M +$458K +9,750 +9%
PA
685
Parallel Advisors
California
$5.75M +$1.66M +35,361 +44%
GAM
686
Griffin Asset Management
New York
$5.74M -$130K -2,775 -2%
CAG
687
Csenge Advisory Group
Florida
$5.72M +$3.53M +75,093 +187%
IB
688
Iyo Bank
Japan
$5.71M
JWM
689
JGP Wealth Management
Oregon
$5.71M +$92.5K +1,971 +2%
VFA
690
Valeo Financial Advisors
Indiana
$5.69M +$685K +14,598 +15%
BHWM
691
Bar Harbor Wealth Management
New Hampshire
$5.68M +$333K +7,101 +7%
GT
692
Greenleaf Trust
Michigan
$5.68M -$199K -4,230 -4%
OSIA
693
O'Shares Investment Advisers
Massachusetts
$5.66M +$299K +6,363 +6%
AF
694
Ally Financial
Michigan
$5.66M
HT
695
HAP Trading
New York
$5.65M -$1.01M -21,414 -16%
BDF
696
Balasa Dinverno & Foltz
$5.62M -$391K -8,337 -7%
SIM
697
Stratos Investment Management
Ohio
$5.61M +$226K +4,806 +4%
AAMA
698
Advanced Asset Management Advisors
Ohio
$5.59M -$95.8K -2,040 -2%
HC
699
Hourglass Capital
Texas
$5.57M +$564K +12,015 +12%
M1FG
700
Mach-1 Financial Group
Arkansas
$5.56M -$132K -2,808 -2%

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.