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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
MWM
1651
Merriman Wealth Management
Washington
$906K -$19.6K -417 -2%
AWA
1652
AmeriServ Wealth Advisors
Pennsylvania
$903K
TWA
1653
TCI Wealth Advisors
Arizona
$901K +$18K +384 +2%
LC
1654
Lindbrook Capital
California
$901K +$85.9K +1,830 +11%
FAT
1655
First American Trust
California
$897K +$87.5K +1,863 +12%
NB
1656
Nicolet Bankshares
Wisconsin
$897K +$268K +5,706 +46%
BCM
1657
Beck Capital Management
Texas
$896K -$1.4M -29,925 -62%
MLA
1658
My Legacy Advisors
Oregon
$895K +$846K +18,024 New
F
1659
F3Logic
Minnesota
$894K +$59.3K +1,263 +8%
RMCM
1660
Reynders McVeigh Capital Management
Massachusetts
$893K -$29K -618 -3%
MPAM
1661
Murphy Pohlad Asset Management
Minnesota
$893K
VNA
1662
Valley National Advisers
Pennsylvania
$892K +$282 +6 +0%
EWA
1663
Exencial Wealth Advisors
Oklahoma
$890K +$4.08K +87 +0.5%
WJA
1664
Willis Johnson & Associates
Texas
$890K +$630K +13,428 +298%
FMLI
1665
Fukoku Mutual Life Insurance
Japan
$888K
CHA
1666
Carmichael Hill & Associates
Maryland
$886K -$20.3K -432 -2%
RWI
1667
Red Wave Investments
Pennsylvania
$886K +$23.9K +510 +3%
AFG
1668
Arkansas Financial Group
Arkansas
$885K -$35.2K -750 -4%
CFA
1669
Compass Financial Advisors
Indiana
$885K -$5.92K -126 -0.7%
CNBTD
1670
Citizens National Bank Trust Department
Mississippi
$885K
ECM
1671
Elgethun Capital Management
South Dakota
$883K +$2.68K +57 +0.3%
TAM
1672
Tealwood Asset Management
Minnesota
$883K +$114K +2,433 +16%
WA
1673
Waverly Advisors
Alabama
$881K -$55.5K -1,182 -6%
LFA
1674
Legacy Financial Advisors
Kentucky
$881K +$71.5K +1,524 +9%
FPGK
1675
Financial Partners Group (Kansas)
Kansas
$881K +$105K +2,244 +14%

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.