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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
BOH
851
Bank of Hawaii
Hawaii
$4M +$154K +3,270 +4%
AAM
852
AR Asset Management
California
$3.99M
BFC
853
Blue Fin Capital
Rhode Island
$3.98M +$63.7K +1,356 +2%
IC
854
Inscription Capital
Texas
$3.97M -$67.2K -1,431 -2%
HCM
855
Hodges Capital Management
Texas
$3.96M -$961K -20,463 -20%
CAL
856
Capital Analysts LLC
Pennsylvania
$3.96M +$29.6K +630 +0.8%
QIM
857
Quest Investment Management
Oregon
$3.96M
SBL
858
Sargent Bickham Lagudis
Colorado
$3.95M +$310K +6,600 +9%
WFG
859
Wills Financial Group
Virginia
$3.95M -$311K -6,633 -8%
RWM
860
RBA Wealth Management
California
$3.94M +$190K +4,050 +5%
HCA
861
Horan Capital Advisors
Ohio
$3.92M +$88.4K +1,884 +2%
PAMG
862
Patton Albertson Miller Group
Tennessee
$3.92M +$120K +2,565 +3%
MSAM
863
Moloney Securities Asset Management
Missouri
$3.88M +$910K +19,389 +33%
CWS
864
Confluence Wealth Services
Pennsylvania
$3.84M -$12.7K -270 -0.3%
JAG
865
Journey Advisory Group
Kentucky
$3.81M -$127K -2,700 -3%
SWA
866
Stratos Wealth Advisors
Ohio
$3.81M -$84.5K -1,800 -2%
RCM
867
Radnor Capital Management
Pennsylvania
$3.81M -$42.3K -900 -1%
LNC
868
Lincoln National Corp
Pennsylvania
$3.79M -$1.04M -22,230 -23%
FAP
869
Financial Advisory Partners
Florida
$3.79M +$311K +6,627 +10%
BG
870
Bahl & Gaynor
Ohio
$3.78M -$1.41M -30,000 -28%
IFAM
871
Institutional & Family Asset Management
Colorado
$3.77M +$64.9K +1,383 +2%
AIP
872
Ameritas Investment Partners
Nebraska
$3.76M -$87.5K -1,863 -2%
VAS
873
Vestmark Advisory Solutions
Massachusetts
$3.75M +$351K +7,467 +11%
CI
874
Cigna Investments
Connecticut
$3.75M -$1.04M -22,125 -23%
AF
875
Arrow Financial
New York
$3.74M -$24.4K -519 -0.7%

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.