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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
LSAG
1351
Lake Street Advisors Group
New Hampshire
$1.52M +$1.43M +30,546 New
WPW
1352
Warther Private Wealth
Ohio
$1.51M +$27.7K +591 +2%
VCM
1353
Virtue Capital Management
Tennessee
$1.51M +$313K +6,663 +28%
ANB
1354
Amarillo National Bank
Texas
$1.51M +$70.4K +1,500 +5%
SIG
1355
Sargent Investment Group
Maryland
$1.5M -$14.1K -300 -1%
VT
1356
Vise Technologies
New York
$1.5M -$201K -4,284 -12%
IA
1357
Insight Advisors
Pennsylvania
$1.5M +$410K +8,733 +41%
Fuller & Thaler Asset Management
1358
Fuller & Thaler Asset Management
California
$1.49M -$465K -9,900 -25%
JC
1359
JB Capital
Connecticut
$1.49M +$75.8K +1,614 +6%
VFPI
1360
Vantage Financial Partners (Illinois)
Illinois
$1.49M
MP
1361
McDonald Partners
Ohio
$1.48M +$1.4M +29,901 New
NL
1362
Navalign LLC
California
$1.48M -$139K -2,961 -9%
CHJWM
1363
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M +$23.2K +495 +2%
QPWM
1364
Quadrant Private Wealth Management
Pennsylvania
$1.47M -$4.37K -93 -0.3%
AW
1365
Alaethes Wealth
Nevada
$1.47M +$6.76K +144 +0.5%
FA
1366
FDx Advisors
Illinois
$1.47M +$175K +3,732 +14%
CCM
1367
Chilton Capital Management
Texas
$1.47M +$188K +4,014 +16%
DLA
1368
Douglas Lane & Associates
New York
$1.47M -$41.8K -891 -3%
PWPS
1369
Pinnacle Wealth Planning Services
Ohio
$1.47M +$196K +4,182 +16%
JFL
1370
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.47M +$7.04K +150 +0.5%
LB
1371
Leo Brokerage
Texas
$1.47M +$1.39M +29,628 New
AMCA
1372
Arthur M. Cohen & Associates
Illinois
$1.46M -$550K -11,724 -28%
WP
1373
WealthSource Partners
California
$1.46M +$220K +4,695 +19%
CFA
1374
CWS Financial Advisors
Michigan
$1.46M
ZCA
1375
Zeke Capital Advisors
Pennsylvania
$1.45M +$1.37M +29,259 New

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.