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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
SW
1726
Simplicity Wealth
New Jersey
$817K +$772K +16,449 New
CRI
1727
Colonial River Investments
Virginia
$816K -$106K -2,250 -12%
MA
1728
MJP Associates
Connecticut
$814K -$59K -1,257 -7%
CCM
1729
Carlson Capital Management
Minnesota
$814K +$29.9K +636 +4%
AW
1730
Apricus Wealth
South Carolina
$813K -$72.8K -1,551 -9%
TA
1731
TKG Advisors
Indiana
$812K -$19.3K -411 -2%
SFS
1732
Security Financial Services
Indiana
$812K +$33.2K +708 +5%
SFSG
1733
Sound Financial Strategies Group
Mississippi
$811K +$767K +16,332 New
NRW
1734
Nova R Wealth
Kansas
$810K
BMC
1735
Benin Management Corp
Connecticut
$807K +$28.2K +600 +4%
GAM
1736
Gould Asset Management
California
$806K -$12K -255 -2%
CPWA
1737
Cerro Pacific Wealth Advisors
California
$806K +$12.7K +270 +2%
LSPW
1738
Lake Street Private Wealth
Illinois
$805K -$60.6K -1,290 -7%
WMA
1739
Wealth Management Associates
New Jersey
$804K -$19.4K -414 -2%
CWM
1740
Cahaba Wealth Management
Georgia
$804K +$27.5K +585 +4%
DA
1741
Denali Advisors
California
$804K +$42.3K +900 +6%
WA
1742
Wealth Alliance
New York
$801K -$44.5K -948 -6%
FA
1743
Faithward Advisors
Pennsylvania
$794K +$13.9K +297 +2%
HCM
1744
Huber Capital Management
California
$793K -$282K -6,000 -27%
FPCG
1745
Fort Pitt Capital Group
Pennsylvania
$792K -$1.34M -28,629 -64%
HCMT
1746
Highland Capital Management (Tennessee)
Tennessee
$792K -$174K -3,705 -19%
HBT
1747
Hills Bank & Trust
Iowa
$791K +$21.1K +450 +3%
E
1748
ETFidea
New York
$789K +$3.66K +78 +0.5%
PGCM
1749
Prescott Group Capital Management
Oklahoma
$788K
BTW
1750
Boston Trust Walden
Massachusetts
$787K

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.