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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
FBT
1626
First Bankers Trust
Kentucky
$940K -$15.9K -339 -2%
TCM
1627
Tributary Capital Management
Nebraska
$940K +$158K +3,375 +22%
JIC
1628
Joel Isaacson & Co
New York
$939K -$21K -447 -2%
MSCM
1629
McElhenny Sheffield Capital Management
Texas
$939K -$6.62K -141 -0.7%
PPWP
1630
Proquility Private Wealth Partners
Nevada
$937K +$135K +2,871 +18%
FDCC
1631
Foster Dykema Cabot & Co
Massachusetts
$936K
FFA
1632
Founders Financial Alliance
North Carolina
$935K +$6.48K +138 +0.7%
SIA
1633
Strategic Investment Advisors
Michigan
$934K -$52.1K -1,110 -6%
BMC
1634
Beaton Management Company
Massachusetts
$934K
LFA
1635
Laraway Financial Advisors
Minnesota
$931K +$2.82K +60 +0.3%
FG
1636
Foster Group
Iowa
$928K +$845 +18 +0.1%
SIC
1637
Sterling Investment Counsel
New York
$928K +$137K +2,922 +19%
KPW
1638
Kore Private Wealth
New York
$926K +$61.4K +1,308 +8%
CIM
1639
CIM Investment Management
Pennsylvania
$926K +$298K +6,357 +52%
LA
1640
Lifeworks Advisors
Michigan
$923K -$609K -12,978 -41%
AA
1641
Advisory Alpha
Michigan
$922K +$21.1K +450 +2%
ACA
1642
Atlas Capital Advisors
Wyoming
$921K +$11.8K +252 +1%
VCP
1643
Verus Capital Partners
Arizona
$920K +$867K +18,465 New
PIA
1644
Perennial Investment Advisors
California
$918K -$27K -576 -3%
CA
1645
CGN Advisors
Kansas
$914K +$161K +3,438 +23%
AFM
1646
Abbot Financial Management
Massachusetts
$914K +$864K +18,411 New
TWM
1647
Triton Wealth Management
Arizona
$913K
B
1648
Barings
North Carolina
$912K +$78K +1,662 +10%
NFSG
1649
Newbridge Financial Services Group
Florida
$907K -$21.8K -465 -2%
PRC
1650
Pearl River Capital
Michigan
$907K +$857K +18,264 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.