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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
BCM
1201
Breiter Capital Management
Florida
$2.06M +$270K +5,745 +16%
AC
1202
Abbrea Capital
California
$2.06M
ACM
1203
Allred Capital Management
Texas
$2.05M +$7.04K +150 +0.4%
MWM
1204
Mission Wealth Management
California
$2.04M +$110K +2,346 +6%
B
1205
Bailard
California
$2.04M
SOAMC
1206
Spirit of America Management Corp
New York
$2.04M
IIC
1207
Ironwood Investment Counsel
Arizona
$2.03M -$145K -3,078 -7%
LWMM
1208
Legacy Wealth Management (Mississippi)
Mississippi
$2.03M +$1.56M +33,225 +434%
FLPIM
1209
F.L. Putnam Investment Management
Massachusetts
$2.03M -$105K -2,247 -5%
QWM
1210
QP Wealth Management
New Jersey
$2.03M -$1.41K -30 -0.1%
I
1211
INVST
Indiana
$2.03M +$129K +2,739 +7%
RBFC
1212
Roman Butler Fullerton & Co
Missouri
$2.02M -$73.4K -1,563 -4%
WPA
1213
Winning Points Advisors
Florida
$2.02M -$305K -6,498 -14%
OIA
1214
Optimum Investment Advisors
Illinois
$2.01M -$98.4K -2,097 -5%
SJIM
1215
St. Johns Investment Management
Florida
$2.01M +$187K +3,984 +11%
HH
1216
Hilltop Holdings
Texas
$2M -$105K -2,226 -5%
WCM
1217
Windsor Capital Management
Arizona
$2M +$2.96K +63 +0.2%
ANRIA
1218
American National Registered Investment Advisor
Texas
$2M -$53.1K -1,131 -3%
VWMG
1219
Virginia Wealth Management Group
Virginia
$1.99M +$149K +3,174 +9%
ZIG
1220
Zullo Investment Group
Pennsylvania
$1.99M +$73.2K +1,560 +4%
BS
1221
Boenning & Scattergood
Pennsylvania
$1.99M +$14.6K +312 +0.8%
CWP
1222
CFM Wealth Partners
Texas
$1.98M -$91.4K -1,947 -5%
FCA
1223
FLC Capital Advisors
California
$1.98M +$3.38K +72 +0.2%
CI
1224
Conning Inc
Connecticut
$1.98M +$41.5K +885 +2%
SF
1225
Symphony Financial
Texas
$1.97M +$277K +5,901 +19%

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.