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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
OPS
1401
Orion Portfolio Solutions
Nebraska
$1.38M +$23.5K +501 +2%
RG
1402
Rathbones Group
United Kingdom
$1.38M +$77.3K +1,647 +6%
FNFDCM
1403
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.37M +$150K +3,201 +13%
VIA
1404
Vickerman Investment Advisors
Washington
$1.37M +$1.29M +27,417 New
KFGK
1405
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$91.4K +1,947 +8%
VDI
1406
Vaughan David Investments
Illinois
$1.36M +$12.3K +261 +1%
ACM
1407
AlphaCrest Capital Management
New York
$1.36M -$177K -3,774 -12%
MBT
1408
Montecito Bank & Trust
California
$1.36M +$10.3K +219 +0.8%
WP
1409
WealthShield Partners
North Carolina
$1.36M +$226K +4,809 +21%
BJL
1410
Brighton Jones LLC
Washington
$1.36M +$266K +5,670 +26%
SFFS
1411
Stonehage Fleming Financial Services
Jersey
$1.35M +$45.1K +960 +4%
WP
1412
WMS Partners
Maryland
$1.35M +$1.28M +27,261 New
SIA
1413
Schechter Investment Advisors
Michigan
$1.35M +$250K +5,319 +24%
LCM
1414
LCM Capital Management
Illinois
$1.34M +$12.4K +264 +1%
DAM
1415
Diamant Asset Management
Connecticut
$1.34M
FWTB
1416
First Western Trust Bank
Colorado
$1.33M +$1.25M +26,715 New
DHFB
1417
Dixon Hubard Feinour & Brown
Virginia
$1.33M +$130K +2,769 +12%
SFP
1418
Shepherd Financial Partners
Massachusetts
$1.33M +$843K +17,967 +206%
GA
1419
GoalVest Advisory
New York
$1.33M +$1.25M +26,712 New
TA
1420
TCM Advisors
West Virginia
$1.32M -$1.21M -25,800 Closed
JIP
1421
Jaffetilchin Investment Partners
Florida
$1.32M +$20.1K +429 +2%
LOPW
1422
Live Oak Private Wealth
North Carolina
$1.32M +$149K +3,165 +13%
HCM
1423
Highview Capital Management
Illinois
$1.31M +$14.1K +300 +1%
NRS
1424
Neville Rodie & Shaw
New York
$1.31M -$36.3K -774 -3%
MPIA
1425
Mountain Pacific Investment Advisers
Idaho
$1.31M -$28.2K -600 -2%

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.