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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
BEAM
1526
Baker Ellis Asset Management
Washington
$1.1M
PR
1527
Payden & Rygel
California
$1.1M -$4.82M -102,750 -82%
LWM
1528
Laidlaw Wealth Management
New York
$1.1M -$440K -9,372 -30%
IF
1529
Intrua Financial
Texas
$1.1M -$1.55K -33 -0.1%
WPP
1530
Whalerock Point Partners
Rhode Island
$1.1M
LFA
1531
Landmark Financial Advisors
Kentucky
$1.1M +$4.93K +105 +0.5%
AWM
1532
Avior Wealth Management
Nebraska
$1.1M +$66.2K +1,410 +7%
DIM
1533
Delta Investment Management
California
$1.09M +$6.06K +129 +0.6%
IWS
1534
Insight Wealth Strategies
California
$1.09M +$149K +3,177 +17%
SCFS
1535
S.C. Financial Services
Arizona
$1.09M
PWP
1536
Pursue Wealth Partners
California
$1.09M
PA
1537
PFG Advisors
Arizona
$1.09M +$52.3K +1,113 +5%
FFN
1538
Focus Financial Network
Minnesota
$1.08M -$741K -15,792 -42%
SC
1539
Solstein Capital
California
$1.08M +$224K +4,761 +28%
FNB
1540
Farmers National Bank
Kentucky
$1.08M -$32.8K -699 -3%
CP
1541
Castleview Partners
Texas
$1.08M -$169M -3,591,936 -99%
IPW
1542
Inlet Private Wealth
Florida
$1.08M
BWA
1543
Beam Wealth Advisors
Louisiana
$1.08M +$197K +4,206 +24%
BFO
1544
Biltmore Family Office
North Carolina
$1.08M +$10.7K +228 +1%
CC
1545
Cannell & Co
New York
$1.07M
AB
1546
Atlas Brown
Kentucky
$1.07M -$2.68K -57 -0.3%
AAM
1547
Aureus Asset Management
Massachusetts
$1.06M
RIA
1548
Realta Investment Advisors
Delaware
$1.06M -$363K -7,731 -27%
PG
1549
Proffitt & Goodson
Tennessee
$1.06M +$39.6K +843 +4%
MWM
1550
Modera Wealth Management
New Jersey
$1.06M -$1.66M -35,457 -62%

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.