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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
CWM
1001
C2C Wealth Management
Arizona
$2.37M -$160K -3,645 -6%
FAM
1002
Fred Alger Management
New York
$2.36M +$270K +6,171 +13%
SAM
1003
Summit Asset Management
Tennessee
$2.36M -$45.3K -1,035 -2%
BFG
1004
Beacon Financial Group
Texas
$2.36M -$21.9K -501 -0.9%
MCM
1005
Mendel Capital Management
Arkansas
$2.35M +$67.2K +1,533 +3%
KCM
1006
Karp Capital Management
California
$2.35M +$2.38M +54,240 New
AIA
1007
AIMZ Investment Advisors
California
$2.34M -$22.9K -522 -1%
NFG
1008
Nations Financial Group
Iowa
$2.34M +$15.9K +363 +0.7%
CGI
1009
Comgest Global Investors
France
$2.34M – – –
FBC
1010
Fairfield, Bush & Co
Connecticut
$2.33M -$99.2K -2,265 -4%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$2.33M -$111K -2,544 -5%
CI
1012
Cigna Investments
Connecticut
$2.32M -$111K -2,535 -5%
DI
1013
Diligent Investors
California
$2.32M +$263 +6 +0%
SAM
1014
Sompo Asset Management
Japan
$2.32M +$30.2K +690 +1%
SXL
1015
Summit X LLC
Missouri
$2.31M +$43.1K +984 +2%
KJHP
1016
K.J. Harrison & Partners
Ontario, Canada
$2.31M +$1.19M +27,243 +111%
WFG
1017
Wills Financial Group
Virginia
$2.3M -$970K -22,140 -29%
GCM
1018
Geneva Capital Management
Wisconsin
$2.3M -$789 -18 -0%
HIA
1019
Harbor Investment Advisory
Maryland
$2.3M +$37.6K +858 +2%
CP
1020
Cumberland Partners
Ontario, Canada
$2.3M -$23K -525 -1%
MFWM
1021
Motley Fool Wealth Management
Virginia
$2.3M +$53.9K +1,230 +2%
Pacer Advisors
1022
Pacer Advisors
Pennsylvania
$2.28M -$7.96M -181,707 -77%
JWCA
1023
J.W. Coons Advisors
Ohio
$2.28M +$65.7K +1,500 +3%
VIA
1024
Vickerman Investment Advisors
Washington
$2.28M +$344K +7,851 +17%
MSS
1025
Mitchell Sinkler & Starr
Pennsylvania
$2.28M -$1.05K -24 -0%
39 40
41
42 43

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.