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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
RCAG
1026
Rehmann Capital Advisory Group
Michigan
$2.83M +$29K +618 +1%
SAM
1027
Summit Asset Management
Tennessee
$2.83M -$49.4K -1,053 -2%
OF
1028
Outfitter Financial
Maine
$2.83M +$45.1K +960 +2%
MWM
1029
Mattern Wealth Management
Kansas
$2.83M +$318K +6,771 +14%
PRS
1030
Pinkerton Retirement Specialists
Idaho
$2.82M +$290K +6,174 +12%
CAAS
1031
Capital Asset Advisory Services
Michigan
$2.81M +$95.6K +2,037 +4%
HIA
1032
Harbor Investment Advisory
Maryland
$2.8M +$334K +7,116 +14%
SCP
1033
Silverleafe Capital Partners
Tennessee
$2.8M -$7.75K -165 -0.3%
SP
1034
Symmetry Partners
Connecticut
$2.78M
SMC
1035
Smith, Moore & Co
Missouri
$2.78M -$219K -4,659 -8%
HNW
1036
High Note Wealth
Minnesota
$2.78M +$53.1K +1,131 +2%
SA
1037
SRH Advisors
Kansas
$2.78M +$282 +6 +0%
BFG
1038
Beacon Financial Group
Texas
$2.76M -$38.7K -825 -1%
HI
1039
Horizon Investments
North Carolina
$2.75M -$5.07M -107,913 -66%
CIAS
1040
Capital Investment Advisory Services
North Carolina
$2.74M +$66.5K +1,416 +3%
CCA
1041
Checchi Capital Advisers
California
$2.73M +$155K +3,294 +6%
IGWM
1042
ICA Group Wealth Management
Colorado
$2.73M +$3.08M +65,622 New
MCA
1043
Magnolia Capital Advisors
Mississippi
$2.73M -$55.4K -1,179 -2%
AIA
1044
AIMZ Investment Advisors
California
$2.72M -$84.4K -1,797 -3%
SG
1045
StoneX Group
New York
$2.72M +$288K +6,129 +13%
ANI
1046
American National Insurance
Texas
$2.71M -$561K -11,940 -18%
DFA
1047
Delta Financial Advisors
Louisiana
$2.71M -$34.1K -726 -1%
ACS
1048
Archford Capital Strategies
Illinois
$2.71M -$32.8K -699 -1%
BBWA
1049
Bell & Brown Wealth Advisors
California
$2.7M +$96.6K +2,058 +4%
FCBT
1050
First Citizens Bank & Trust
North Carolina
$2.7M +$167K +3,555 +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.