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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
GC
1326
Gratus Capital
Georgia
$1.58M +$141K +2,994 +10%
MMA
1327
Miracle Mile Advisors
California
$1.58M -$6.14M -130,752 -80%
E
1328
Ergoteles
New York
$1.57M +$823K +17,541 +124%
HCM
1329
Highlander Capital Management
New Jersey
$1.57M
BCA
1330
Bay Colony Advisors
Massachusetts
$1.57M +$23.2K +495 +2%
RFA
1331
Resurgent Financial Advisors
Georgia
$1.57M +$261K +5,550 +21%
XSC
1332
X-Square Capital
Puerto Rico
$1.56M +$32.1K +684 +2%
LP
1333
Lloyd Park
Illinois
$1.56M +$1.48M +31,500 New
TIAM2
1334
Tru Independence Asset Management 2
Oregon
$1.56M -$1.29M -27,414 -47%
FPB
1335
First PREMIER Bank
South Dakota
$1.56M +$14.1K +300 +1%
UHC
1336
Union Heritage Capital
Michigan
$1.56M
NHC
1337
Nicholas Hoffman & Company
Georgia
$1.56M +$96.5K +2,055 +7%
CCIA
1338
Cherry Creek Investment Advisors
Colorado
$1.55M -$22.3K -474 -1%
PWMG
1339
Prestige Wealth Management Group
New Jersey
$1.55M +$427K +9,090 +41%
CCG
1340
Chatham Capital Group
Georgia
$1.54M -$14.1K -300 -1%
SAF
1341
Smith Anglin Financial
Texas
$1.54M -$32.5K -693 -2%
FFBTD
1342
First Financial Bank - Trust Division
Ohio
$1.53M -$63.2K -1,347 -4%
LW
1343
Linscomb Wealth
Texas
$1.53M +$8.31K +177 +0.6%
LFM
1344
LGT Fund Management
Liechtenstein
$1.53M +$1.2M +25,650 +534%
WPC
1345
White Pine Capital
Minnesota
$1.53M +$56.9K +1,212 +4%
CMI
1346
Clare Market Investments
Texas
$1.53M -$169K -3,594 -10%
PTB
1347
Pioneer Trust Bank
Oregon
$1.53M +$54.8K +1,167 +4%
PWM
1348
Perigon Wealth Management
California
$1.52M -$255K -5,436 -15%
FNBTCON
1349
First National Bank & Trust Co of Newtown
Pennsylvania
$1.52M -$35.9K -765 -2%
PFO
1350
Pathstone Family Office
New Jersey
$1.52M +$429K +9,147 +48%

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.