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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
JAM
1076
JCIC Asset Management
Ontario, Canada
$2.62M -$41.7K -888 -2%
WSFS
1077
Wilmington Savings Fund Society
Delaware
$2.62M -$31.7K -675 -1%
MSS
1078
Mitchell Sinkler & Starr
Pennsylvania
$2.61M
MWM
1079
Meridian Wealth Management
Kentucky
$2.6M -$35.1K -747 -1%
RA
1080
RFG Advisory
Alabama
$2.6M -$134K -2,850 -5%
CGL
1081
Clarius Group LLC
Washington
$2.6M
WCA
1082
Westover Capital Advisors
Delaware
$2.58M -$138K -2,934 -5%
FDS
1083
Freedom Day Solutions
Texas
$2.58M -$79.9K -1,701 -3%
NG
1084
Northstar Group
New York
$2.58M +$1.55K +33 +0.1%
MIM
1085
Miller Investment Management
Pennsylvania
$2.57M
MCM
1086
Monument Capital Management
Virginia
$2.56M +$220K +4,695 +10%
OWA
1087
Octavia Wealth Advisors
Ohio
$2.56M -$27.7K -591 -1%
RSWM
1088
Robertson Stephens Wealth Management
California
$2.56M +$48K +1,023 +2%
MMHP
1089
Murphy Middleton Hinkle & Parker
Georgia
$2.56M
LHC
1090
Little House Capital
Massachusetts
$2.55M -$723K -15,396 -23%
HCM
1091
Harvey Capital Management
Florida
$2.55M
CWP
1092
Capital Wealth Planning
Florida
$2.55M -$133M -2,842,698 -98%
CF
1093
Centaurus Financial
California
$2.55M -$424K -9,027 -15%
JWCA
1094
J.W. Coons Advisors
Ohio
$2.54M +$127K +2,700 +6%
SXL
1095
Summit X LLC
Missouri
$2.54M +$89.3K +1,902 +4%
EHWM
1096
Eads & Heald Wealth Management
Georgia
$2.54M -$10.4K -222 -0.4%
AFA
1097
AllGen Financial Advisors
Florida
$2.53M +$559K +11,901 +30%
WBC
1098
West Branch Capital
Massachusetts
$2.52M -$73.7K -1,569 -3%
CCM
1099
Crossvault Capital Management
Texas
$2.52M -$271K -5,775 -10%
NFG
1100
Nations Financial Group
Iowa
$2.52M +$536K +11,424 +29%

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.