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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
HZ
751
Hixon Zuercher
Ohio
$4.75M +$83K +1,767 +2%
MCM
752
Mitchell Capital Management
Kansas
$4.75M +$144K +3,072 +3%
SCM
753
Schnieders Capital Management
California
$4.74M -$82.7K -1,761 -2%
SWP
754
Strategic Wealth Partners
Ohio
$4.71M +$807K +17,193 +22%
BA
755
Baugh & Associates
Georgia
$4.71M -$14.4K -306 -0.3%
PCA
756
Providence Capital Advisors
North Carolina
$4.71M +$405K +8,634 +10%
HCM
757
Horrell Capital Management
Arkansas
$4.69M -$42.3K -900 -0.9%
PA
758
Profund Advisors
Maryland
$4.68M -$244K -5,208 -5%
IIM
759
Intact Investment Management
Quebec, Canada
$4.68M -$493K -10,500 -10%
CUAMC
760
China Universal Asset Management Company
China
$4.66M +$4.41M +93,960 New
LS
761
Livforsakringsbolaget Skandia
Sweden
$4.65M
UWM
762
Udine Wealth Management
Florida
$4.65M +$811K +17,268 +23%
APSI
763
Asset Planning Services Inc
Louisiana
$4.64M +$158K +3,375 +4%
AAS
764
Annex Advisory Services
Wisconsin
$4.64M +$195K +4,143 +5%
DT
765
Diversified Trust
Tennessee
$4.64M -$680K -14,478 -13%
SCF
766
Sante Capital Fund
Texas
$4.62M +$4.37M +93,156 New
WTA
767
Washington Trust Advisors
Massachusetts
$4.62M +$88.2K +1,878 +2%
BNP Paribas Asset Management
768
BNP Paribas Asset Management
France
$4.62M +$2.73M +58,101 +166%
ECML
769
Eagle Capital Management (Louisiana)
Louisiana
$4.61M +$17.2K +366 +0.4%
WAC
770
William Allan Corp
Colorado
$4.6M -$47.9K -1,020 -1%
MIG
771
McGuire Investment Group
Rhode Island
$4.59M -$38.9K -828 -0.9%
WDA
772
Wendell David Associates
New Hampshire
$4.57M -$329K -6,999 -7%
SIAG
773
Signet Investment Advisory Group
Rhode Island
$4.56M -$60.4K -1,287 -1%
PCP
774
Proficio Capital Partners
Massachusetts
$4.55M -$112K -2,394 -3%
MCC
775
Money Concepts Capital
Florida
$4.55M +$2.93M +62,502 +215%

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.