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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
SIM
1276
Sterling Investment Management
Arizona
$1.79M -$406K -8,643 -19%
GTAM
1277
Global Trust Asset Management
Florida
$1.79M +$69.6K +1,482 +4%
CBT
1278
CoreFirst Bank & Trust
Kansas
$1.78M
BW
1279
Bison Wealth
Georgia
$1.78M +$1.69K +36 +0.1%
IIL
1280
Insight Inv LLC
California
$1.78M +$247K +5,271 +17%
IC
1281
Inverness Counsel
New York
$1.78M -$499K -10,623 -23%
WA
1282
WBH Advisory
Maryland
$1.78M -$10.8K -231 -0.7%
MMG
1283
Monetary Management Group
Missouri
$1.77M +$35.2K +750 +2%
TIA
1284
Trust Investment Advisors
Indiana
$1.77M +$15.5K +330 +0.9%
Kayne Anderson Rudnick Investment Management
1285
Kayne Anderson Rudnick Investment Management
California
$1.76M +$116K +2,466 +7%
AWM
1286
Axxcess Wealth Management
California
$1.76M -$73.7K -1,569 -4%
Verition Fund Management
1287
Verition Fund Management
Connecticut
$1.76M -$1.93M -41,124 -54%
AP
1288
Arlington Partners
Alabama
$1.76M -$284K -6,054 -15%
MIM
1289
MTM Investment Management
South Carolina
$1.75M -$7.61K -162 -0.5%
GCC
1290
Guardian Capital (Canada)
Ontario, Canada
$1.75M
MFG
1291
MidWestOne Financial Group
Iowa
$1.74M -$6.9K -147 -0.4%
GC
1292
GFG Capital
Florida
$1.74M +$51.3K +1,092 +3%
FCFC
1293
First Commonwealth Financial Corp
Pennsylvania
$1.74M +$85.6K +1,824 +5%
RE
1294
RBC Europe
United Kingdom
$1.74M
FPAS
1295
Focus Partners Advisor Solutions
Missouri
$1.73M +$1.63M +34,824 New
BFM
1296
Boston Financial Management
Massachusetts
$1.72M +$14.4K +306 +0.9%
SIM
1297
Sentry Investment Management
Wisconsin
$1.71M -$273K -5,805 -14%
HWA
1298
HCR Wealth Advisors
California
$1.71M -$65.9K -1,404 -4%
IP
1299
Ignite Planners
California
$1.71M +$66.3K +1,413 +5%
MSFS
1300
Main Street Financial Solutions
Pennsylvania
$1.7M -$241K -5,142 -13%

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.