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Walmart Inc
WMT

2,601 hedge funds and large institutions have $112B invested in Walmart Inc in 2022 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,125 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more funds holding in top 10

Funds holding in top 10: 79 → 117 (+38)

12% more repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,007

11% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 136

6% more capital invested

Capital invested by funds: $106B → $112B (+$6.38B)

8% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $2.87B

0.41% more ownership

Funds ownership: 95.58% → 95.99% (+0.41%)

1% less funds holding

Funds holding: 2,620 → 2,601 (-19)

Holders
2,601
Holders Change
-19
Holders Change %
-0.73%
% of All Funds
44.8%
Holding in Top 10
117
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+48.1%
% of All Funds
2.02%
New
151
Increased
1,125
Reduced
1,007
Closed
136
Calls
$3.08B
Puts
$2.87B
Net Calls
+$217M
Net Calls Change
+$27.2M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$1B
2
DZ Bank
DZ Bank
Germany
+$417M
3
Citadel Advisors
Citadel Advisors
Florida
+$388M
4
BlackRock
BlackRock
New York
+$357M
5
Amundi
Amundi
France
+$352M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$1.29B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Bessemer Group
Bessemer Group
New Jersey
-$253M
4
JP Morgan Chase
JP Morgan Chase
New York
-$226M
5
AS
Altshuler Shaham
Israel
-$197M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
801
Simplicity Solutions
Minnesota
$3.53M +$557K +12,717 +18%
DT
802
Diversified Trust
Tennessee
$3.53M -$227K -5,187 -6%
KCPG
803
Kavar Capital Partners Group
Kansas
$3.52M +$122K +2,796 +4%
IFAM
804
Institutional & Family Asset Management
Colorado
$3.52M +$81.7K +1,866 +2%
FCM
805
Fourpath Capital Management
Oklahoma
$3.52M -$263 -6 -0%
IA
806
IFP Advisors
Florida
$3.52M +$496K +11,325 +9%
HCM
807
Hall Capital Management
Rhode Island
$3.52M +$40.1K +915 +1%
HCA
808
Horan Capital Advisors
Ohio
$3.52M +$73.7K +1,683 +2%
RMSCM
809
R.M. Sincerbeaux Capital Management
New York
$3.52M – – –
SAM
810
Silvercrest Asset Management
New York
$3.49M -$98.6K -2,250 -3%
CWM
811
Cordatus Wealth Management
Pennsylvania
$3.49M +$71.9K +1,641 +2%
TCOV
812
Trust Company of Vermont
Vermont
$3.49M +$510K +11,649 +17%
GJIC
813
Gamble Jones Investment Counsel
California
$3.48M -$920 -21 -0%
CS
814
Comerica Securities
Michigan
$3.48M +$66.6K +1,521 +2%
AAM
815
AR Asset Management
California
$3.48M – – –
EWM
816
Evercore Wealth Management
New York
$3.47M +$15.4K +351 +0.4%
SCM
817
Silvant Capital Management
Georgia
$3.47M -$31.4K -717 -0.9%
AWA
818
Aaron Wealth Advisors
Illinois
$3.47M +$1.01M +22,944 +40%
GI
819
GAMCO Investors
Connecticut
$3.46M -$132K -3,018 -4%
LFM
820
LGT Fund Management
Liechtenstein
$3.45M -$625K -14,271 -15%
QIM
821
Quest Investment Management
Oregon
$3.45M – – –
AIP
822
Ameritas Investment Partners
Nebraska
$3.44M +$81.5K +1,860 +2%
CIA
823
Choate Investment Advisors
Massachusetts
$3.43M +$329K +7,500 +10%
BOH
824
Bank of Hawaii
Hawaii
$3.43M -$42.3K -966 -1%
FAP
825
Financial Advisory Partners
Florida
$3.42M +$12K +273 +0.3%
31 32
33
34 35

WMT Hedge Fund Activity: Q3 2022 in Review

2,601 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2022, worth a combined $112B — up 6% from $106B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new WMT positions and 136 closed out — a net gain of 15 holders — while 1,125 added to existing stakes and 1,007 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1B. The largest seller was GQG Partners, cutting an estimated $1.29B.

  • 2,601 institutional investors held Walmart Inc (WMT) as of Q3 2022, down from 2,620 in Q2 2022.
  • Funds reported $112B of Walmart Inc stock for Q3 2022, up 6% quarter-over-quarter.
  • 151 funds opened new Walmart Inc positions in Q3 2022 and 136 closed out, a net change of +15 holders.
  • The largest Walmart Inc buyer in Q3 2022 was Fisher Asset Management, an estimated $1B added.
  • The largest Walmart Inc seller in Q3 2022 was GQG Partners, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2022.