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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
PH
1226
Pinnacle Holdings
Oklahoma
$1.97M +$169K +3,591 +10%
GCM
1227
Gables Capital Management
Florida
$1.97M -$42.3K -900 -2%
BCM
1228
Boltwood Capital Management
California
$1.97M -$20.7K -441 -1%
PPW
1229
Pinnacle Private Wealth
Massachusetts
$1.97M -$7.61K -162 -0.4%
NSIM
1230
North Star Investment Management
Illinois
$1.96M -$36.8K -783 -2%
MC
1231
Martin & Co
Tennessee
$1.95M -$124K -2,640 -6%
AF
1232
Advisornet Financial
Minnesota
$1.95M -$27.6K -588 -1%
SACTSONJ
1233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.94M
PAG
1234
Powers Advisory Group
Illinois
$1.93M +$25.5K +543 +1%
CG
1235
Caprock Group
Idaho
$1.93M +$53K +1,128 +3%
PMG
1236
ProVise Management Group
Florida
$1.93M +$31.8K +678 +2%
TCOT
1237
Trust Company of Toledo
Ohio
$1.92M -$4.08K -87 -0.2%
JFGIW
1238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92M -$19K -405 -1%
MWA
1239
Meridian Wealth Advisors
Texas
$1.92M +$33.8K +720 +2%
WAAG
1240
Wealth Alliance Advisory Group
Kansas
$1.92M -$58.6K -1,248 -3%
WAM
1241
Weatherly Asset Management
California
$1.92M +$23.5K +501 +1%
PAM
1242
Pegasus Asset Management
New York
$1.92M +$31.7K +675 +2%
LWP
1243
Lumature Wealth Partners
Georgia
$1.92M +$512K +10,911 +39%
CA
1244
Continuum Advisory
Idaho
$1.92M +$467K +9,939 +11%
MCM
1245
McMillion Capital Management
North Carolina
$1.91M -$211K -4,485 -10%
CS
1246
Candriam SCA
Luxembourg
$1.9M -$226K -4,824 -11%
PCA
1247
Peddock Capital Advisors
Massachusetts
$1.89M +$41.1K +876 +2%
BFPW
1248
BOK Financial Private Wealth
Colorado
$1.89M +$230K +4,902 +15%
SS
1249
Sunbelt Securities
Texas
$1.88M -$371K -7,905 -17%
LC
1250
Lavaca Capital
Texas
$1.87M +$93.8K +1,998 +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.