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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
QI
1176
Qtron Investments
Massachusetts
$2.18M -$168K -3,588 -8%
PP
1177
Pacifica Partners
Canada
$2.17M +$55.6K +1,185 +3%
HT
1178
HighTower Trust
Texas
$2.17M -$10K -213 -0.5%
QCG
1179
Quadrant Capital Group
Ohio
$2.16M +$127K +2,709 +7%
IIA
1180
ICW Investment Advisors
Arizona
$2.15M +$15.5K +330 +0.8%
EP
1181
Eudaimonia Partners
Tennessee
$2.15M +$2.04M +43,350 New
CWM
1182
Cordatus Wealth Management
Pennsylvania
$2.14M -$312K -6,645 -13%
HFM
1183
Hartford Financial Management
Connecticut
$2.13M +$15.8K +336 +0.8%
CFCI
1184
Comprehensive Financial Consultants Institutional
Indiana
$2.13M +$90.6K +1,929 +5%
BO
1185
BRR OpCo
Ohio
$2.13M -$72.8K -1,551 -3%
FPCM
1186
Financial Partners Capital Management
New York
$2.12M +$105K +2,235 +6%
FWM
1187
Finer Wealth Management
Massachusetts
$2.11M +$97.6K +2,079 +5%
SCI
1188
Stableford Capital II
Arizona
$2.1M -$53.8K -1,146 -3%
WI
1189
Wintrust Investments
Illinois
$2.1M -$29.7K -633 -1%
FRA
1190
Front Row Advisors
California
$2.1M +$123K +2,625 +7%
CNC
1191
Canandaigua National Corp
New York
$2.1M -$47.2K -1,005 -2%
SYBT
1192
Stock Yards Bank & Trust
Kentucky
$2.1M -$29.2K -621 -1%
LOIM
1193
Liberty One Investment Management
Illinois
$2.1M +$157K +3,354 +9%
RWA
1194
Ropes Wealth Advisors
Massachusetts
$2.09M -$651K -13,857 -25%
VA
1195
Valmark Advisers
Ohio
$2.08M +$61.7K +1,314 +3%
BPFA
1196
Barnes Pettey Financial Advisors
Mississippi
$2.08M
CPO
1197
Cerity Partners OCIO
New York
$2.08M -$84.4K -1,797 -4%
SNBOSCI
1198
Security National Bank of Sioux City Iowa
Iowa
$2.07M -$49.3K -1,050 -2%
ESB
1199
Essex Savings Bank
Connecticut
$2.07M +$24.5K +522 +1%
AssetMark Inc
1200
AssetMark Inc
California
$2.06M +$153K +3,258 +8%

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.