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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
SC
1151
Sepio Capital
Utah
$2.25M -$48.6K -1,035 -2%
FIA
1152
Foundations Investment Advisors
Arizona
$2.25M -$2.58M -54,891 -56%
PWA
1153
Providence Wealth Advisors
Illinois
$2.25M +$17.9K +381 +0.9%
DPIM
1154
Duff & Phelps Investment Management
Illinois
$2.25M +$49.3K +1,050 +2%
Jones Financial Companies
1155
Jones Financial Companies
Missouri
$2.25M -$398K -8,469 -16%
BTWM
1156
Baker Tilly Wealth Management
Wisconsin
$2.25M -$138K -2,943 -6%
RHDIC
1157
R.H. Dinel Investment Counsel
California
$2.24M
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$2.24M +$38.2K +813 +2%
Capstone Investment Advisors
1159
Capstone Investment Advisors
New York
$2.24M +$678K +14,448 +47%
CW
1160
CreativeOne Wealth
Kansas
$2.23M +$20K +426 +1%
PCC
1161
Park Circle Company
Maryland
$2.23M
KFBMI
1162
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.23M
DWT
1163
Dorsey & Whitney Trust
South Dakota
$2.23M +$190K +4,038 +10%
AIM
1164
Anchor Investment Management
South Carolina
$2.23M +$75.6K +1,611 +4%
MCAI
1165
Members Capital Advisors Inc
Wisconsin
$2.22M
SCM
1166
Shelton Capital Management
Colorado
$2.21M -$14.1K -300 -0.7%
HIIFS
1167
Harel Insurance Investments & Financial Services
Israel
$2.21M -$1.81M -38,448 -46%
TTWM
1168
TCV Trust & Wealth Management
Virginia
$2.21M +$9.01K +192 +0.4%
S
1169
SimplyRich
California
$2.2M -$19.4K -414 -0.9%
GWMIA
1170
Global Wealth Management Investment Advisory
Florida
$2.19M +$115K +2,460 +6%
WG
1171
Welch Group
Alabama
$2.19M +$101K +2,160 +5%
FAM
1172
Fred Alger Management
New York
$2.19M +$58K +1,236 +3%
BSB
1173
Bangor Savings Bank
Maine
$2.19M -$9.86K -210 -0.5%
SAI
1174
Systematic Alpha Investments
New Jersey
$2.19M
MCA
1175
MSH Capital Advisors
Arizona
$2.19M +$113K +2,400 +6%

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.