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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
MTIC
1701
Missouri Trust & Investment Company
Missouri
$848K -$42.3K -900 -5%
WWM
1702
Windsor Wealth Management
Indiana
$845K -$15.4K -327 -2%
BFA
1703
Brendel Financial Advisors
New Hampshire
$844K -$3.71M -79,116 -82%
AGA
1704
Arkos Global Advisors
Texas
$842K -$1.69K -36 -0.2%
SFG
1705
Sunburst Financial Group
Alabama
$842K +$29.7K +633 +4%
WPC
1706
Wedmont Private Capital
Pennsylvania
$841K +$319K +6,801 +69%
CWA
1707
Clearview Wealth Advisors
Oregon
$839K -$24.5K -522 -3%
CSB
1708
City State Bank
Iowa
$838K +$10.8K +231 +1%
WAM
1709
WNY Asset Management
New York
$836K -$83.8K -1,785 -10%
LIG
1710
Lokken Investment Group
Delaware
$836K -$51K -1,086 -6%
BFA
1711
Bill Few Associates
Pennsylvania
$834K -$3.38K -72 -0.4%
FC
1712
Ferris Capital
Massachusetts
$834K +$29.2K +621 +4%
HSG
1713
Helen Stephens Group
Texas
$832K -$4.65K -99 -0.6%
KC
1714
Kingfisher Capital
North Carolina
$832K +$2.68K +57 +0.3%
IC
1715
Intersect Capital
California
$832K +$7.18K +153 +0.9%
NP
1716
NorthRock Partners
Minnesota
$831K +$16.6K +354 +2%
NW
1717
Naviter Wealth
Arkansas
$827K
CWM
1718
Circle Wealth Management
New Jersey
$824K +$394K +8,400 +100%
JGIA
1719
Jackson Grant Investment Advisers
Connecticut
$824K +$779K +16,602 New
B
1720
Bridgeworth
Alabama
$823K +$563 +12 +0.1%
TSS
1721
Two Sigma Securities
New York
$821K -$2.95M -62,826 -79%
MPI
1722
Mairs & Power Inc
Minnesota
$821K +$51.1K +1,089 +7%
MFG
1723
Merit Financial Group
Georgia
$821K +$80.6K +1,716 +12%
PK
1724
Pflug Koory
Nebraska
$818K -$10.8K -231 -1%
FANJ
1725
Financial Architects (New Jersey)
New Jersey
$817K -$47.6K -1,014 -6%

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.