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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
GAMC
1001
Garner Asset Management Corp
Texas
$2.79M -$2.85K -60 -0.1%
B
1002
Bensler
Washington
$2.77M -$29.8K -627 -1%
HTHT
1003
Hemenway Trust Hemenway Trust
New Hampshire
$2.75M +$42.7K +900 +2%
TCM
1004
Twin Capital Management
Pennsylvania
$2.75M +$3.13K +66 +0.1%
GIA
1005
Gladstone Institutional Advisory
Florida
$2.74M -$411K -8,646 -13%
LWAC
1006
Laurel Wealth Advisors (California)
California
$2.73M -$172K -3,618 -6%
FFM
1007
Forum Financial Management
Illinois
$2.73M +$42.9K +903 +2%
GWM
1008
Geneos Wealth Management
Colorado
$2.71M +$323K +6,810 +13%
MWM
1009
Mattern Wealth Management
Kansas
$2.7M +$29.2K +615 +1%
BC
1010
Brookfield Corp
Ontario, Canada
$2.7M -$31.3M -658,263 -92%
AWM
1011
Axxcess Wealth Management
California
$2.7M +$531K +11,172 +24%
TA
1012
Tiedemann Advisors
New York
$2.69M +$14.1K +297 +0.5%
BBWA
1013
Bell & Brown Wealth Advisors
California
$2.68M +$22.4K +471 +0.8%
TC
1014
Telemus Capital
Michigan
$2.68M -$112K -2,352 -4%
DRS
1015
Deane Retirement Strategies
Louisiana
$2.68M +$519K +10,926 +24%
WEG
1016
World Equity Group
Illinois
$2.68M +$16.7K +351 +0.6%
RCAG
1017
Rehmann Capital Advisory Group
Michigan
$2.67M -$142 -3 -0%
SFG
1018
Snider Financial Group
Washington
$2.67M -$164K -3,444 -6%
OF
1019
Outfitter Financial
Maine
$2.67M -$8.55K -180 -0.3%
ATPW
1020
Ashton Thomas Private Wealth
Arizona
$2.66M +$17.5K +369 +0.7%
CW
1021
CIC Wealth
Maryland
$2.66M +$2.68M +56,337 New
CF
1022
Cantor Fitzgerald
New York
$2.66M -$19.5K -411 -0.7%
WCM
1023
Wunderlich Capital Managemnt
Tennessee
$2.66M +$17.5K +369 +0.7%
MAM
1024
Meeder Asset Management
Ohio
$2.66M -$2.04M -42,915 -43%
PFA
1025
Pathway Financial Advisers
Indiana
$2.66M +$2.67M +56,277 New
39 40
41
42 43

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.