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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
FDS
1451
First Dallas Securities
Texas
$1.25M -$31.5K -672 -3%
WP
1452
WealthPLAN Partners
Nebraska
$1.24M -$185K -3,930 -14%
WIM
1453
WealthPlan Investment Management
Nebraska
$1.24M +$1.15M +24,402 New
CFO
1454
CVA Family Office
Colorado
$1.24M +$38.9K +828 +3%
DIP
1455
DT Investment Partners
Pennsylvania
$1.24M +$199K +4,239 +20%
AIC
1456
Archer Investment Corporation
Indiana
$1.24M
BI
1457
Ballast Inc
Kentucky
$1.24M +$119K +2,544 +11%
WAG
1458
Winthrop Advisory Group
Massachusetts
$1.24M -$1.55K -33 -0.1%
AMC
1459
Asset Management Corp
Illinois
$1.23M -$209K -4,449 -15%
LCM
1460
Logan Capital Management
Pennsylvania
$1.23M +$1.69K +36 +0.1%
AIM
1461
AMI Investment Management
Indiana
$1.23M +$18.6K +396 +2%
RHBC
1462
R.H. Bluestein & Co
Michigan
$1.23M +$154K +3,270 +15%
AT
1463
Arden Trust
Delaware
$1.23M -$142K -3,030 -11%
SAM
1464
Secure Asset Management
Michigan
$1.23M -$115K -2,439 -9%
LJAC
1465
L.J. Altfest & Co
New York
$1.23M +$8.31K +177 +0.7%
MW
1466
Marcum Wealth
Ohio
$1.23M +$440K +9,369 +61%
CL
1467
Choreo LLC
Illinois
$1.22M -$90.7K -1,932 -7%
AWM
1468
Aberdeen Wealth Management
Illinois
$1.22M +$141 +3 +0%
KNW
1469
Kesler Norman & Wride
Utah
$1.22M +$33.2K +708 +3%
TFP
1470
Tilia Fiduciary Partners
North Carolina
$1.22M +$52.1K +1,110 +5%
PAM
1471
Paradigm Asset Management
New York
$1.22M
BCP
1472
Blue Chip Partners
Michigan
$1.21M -$23.2K -495 -2%
MCWA
1473
Meadow Creek Wealth Advisors
Georgia
$1.21M +$44.1K +939 +4%
YWP
1474
YorkBridge Wealth Partners
New York
$1.21M +$563 +12 +0%
SFCL
1475
Strengthening Families & Communities LLC
Massachusetts
$1.21M +$172K +3,654 +18%

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.