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Walmart Inc
WMT

2,806 hedge funds and large institutions have $126B invested in Walmart Inc in 2022 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 1,047 increasing their positions, 1,026 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 348 | Existing positions closed: 84

13% more capital invested

Capital invested by funds: $112B → $126B (+$14.5B)

8% more funds holding

Funds holding: 2,601 → 2,806 (+205)

2% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 1,026

0.98% more ownership

Funds ownership: 95.99% → 96.96% (+0.98%)

7% less call options, than puts

Call options by funds: $3.39B | Put options by funds: $3.67B

15% less funds holding in top 10

Funds holding in top 10: 117 → 99 (-18)

Holders
2,806
Holders Change
+205
Holders Change %
+7.88%
% of All Funds
45.1%
Holding in Top 10
99
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.38%
% of All Funds
1.59%
New
348
Increased
1,047
Reduced
1,026
Closed
84
Calls
$3.39B
Puts
$3.67B
Net Calls
-$273M
Net Calls Change
-$490M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$997M
2
Morgan Stanley
Morgan Stanley
New York
+$274M
3
Squarepoint
Squarepoint
New York
+$174M
4
Renaissance Technologies
Renaissance Technologies
New York
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$327M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$275M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$216M
4
Ameriprise
Ameriprise
Minnesota
-$158M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$158M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
Bridgeway Capital Management
Texas
$3.16M -$2.2M -46,377 -41%
AP
927
Appleton Partners
Massachusetts
$3.16M +$42K +885 +1%
SMC
928
Smith, Moore & Co
Missouri
$3.15M -$1.85K -39 -0.1%
LS
929
Leelyn Smith
Illinois
$3.14M +$424K +8,937 +16%
PAM
930
Palisade Asset Management
Minnesota
$3.14M +$7.98K +168 +0.3%
FCBT
931
First Citizens Bank & Trust
North Carolina
$3.13M -$349K -7,353 -10%
CTFG
932
Capstone Triton Financial Group
Oklahoma
$3.13M -$36.2K -762 -1%
ISL
933
Ingalls & Snyder LLC
New York
$3.13M -$149K -3,135 -5%
BHC
934
Bowen Hanes & Co
Florida
$3.13M +$738K +15,540 +31%
BC
935
Burleson & Co
California
$3.13M +$376K +7,926 +14%
1SB
936
1ST Source Bank
Indiana
$3.12M -$11.4K -240 -0.4%
CAAS
937
Capital Asset Advisory Services
Michigan
$3.11M +$88.9K +1,872 +3%
APWM
938
Argonautica Private Wealth Management
Massachusetts
$3.11M +$3.13M +65,817 New
EPC
939
Emerson Point Capital
New York
$3.11M +$3.13M +65,817 New
HCM
940
Hudson Capital Management
New Jersey
$3.1M +$171K +3,600 +6%
SBIA
941
Sheaff Brock Investment Advisors
Indiana
$3.1M +$57K +1,200 +2%
AUB
942
Atlantic Union Bankshares
Virginia
$3.08M -$35.2K -741 -1%
CNBTD
943
Citizens National Bank Trust Department
Mississippi
$3.08M -$1.71K -36 -0.1%
AWE
944
Avidian Wealth Enterprises
Texas
$3.08M +$1.03M +21,792 +50%
MPM
945
Meritage Portfolio Management
Kansas
$3.08M +$221K +4,653 +8%
LOAME
946
Lombard Odier Asset Management (Europe)
United Kingdom
$3.07M -$192K -4,050 -6%
HCM
947
Hengehold Capital Management
Ohio
$3.07M +$76.8K +1,617 +3%
WWM
948
Western Wealth Management
Colorado
$3.07M -$1.51M -31,854 -33%
BCCM
949
Bridge Creek Capital Management
Massachusetts
$3.06M +$28.2K +594 +0.9%
RMC
950
Resources Management Corp
Connecticut
$3.06M -$205K -4,320 -6%
36 37
38
39 40

WMT Hedge Fund Activity: Q4 2022 in Review

2,806 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2022, worth a combined $126B — up 13% from $112B a quarter earlier.

Buyers outnumbered sellers: 348 funds opened new WMT positions and 84 closed out — a net gain of 264 holders — while 1,047 added to existing stakes and 1,026 trimmed.

The largest buyer was GQG Partners, adding an estimated $997M. The largest seller was Citadel Advisors, cutting an estimated $327M.

  • 2,806 institutional investors held Walmart Inc (WMT) as of Q4 2022, up from 2,601 in Q3 2022.
  • Funds reported $126B of Walmart Inc stock for Q4 2022, up 13% quarter-over-quarter.
  • 348 funds opened new Walmart Inc positions in Q4 2022 and 84 closed out, a net change of +264 holders.
  • The largest Walmart Inc buyer in Q4 2022 was GQG Partners, an estimated $997M added.
  • The largest Walmart Inc seller in Q4 2022 was Citadel Advisors, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2022.