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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
BI
1751
Blooom Inc
Kansas
$786K +$22.5K +480 +3%
QC
1752
Quent Capital
New York
$784K +$343K +7,299 +86%
GCS
1753
Gordian Capital (Singapore)
Singapore
$783K
VAFP
1754
Vahanian & Associates Financial Planning
New York
$782K -$326K -6,951 -31%
SMA
1755
Sage Mountain Advisors
Georgia
$782K -$139K -2,955 -16%
FIM
1756
Freedom Investment Management
Connecticut
$782K -$46.1K -981 -6%
AIA
1757
Armor Investment Advisors
North Carolina
$778K +$135K +2,871 +22%
CFMC
1758
Curbstone Financial Management Corp
New Hampshire
$777K +$21.1K +450 +3%
RW
1759
REDW Wealth
New Mexico
$776K -$98.6K -2,100 -12%
MLL
1760
Moody Lynn & Lieberson
Massachusetts
$776K -$12.5K -267 -2%
SCM
1761
Sterneck Capital Management
Missouri
$775K
CANY
1762
Caxton Associates (New York)
New York
$774K +$732K +15,585 New
SWM
1763
Sugarloaf Wealth Management
Georgia
$770K +$1.55K +33 +0.2%
WWP
1764
WR Wealth Planners
Missouri
$770K +$728K +15,507 New
SA
1765
Syntax Advisors
New York
$767K -$102K -2,181 -12%
VCG
1766
Vantage Consulting Group
Virginia
$767K -$102K -2,181 -12%
TWA
1767
TPB Wealth Advisors
Texas
$767K +$1.13K +24 +0.2%
WAL
1768
W Advisors LLC
Tennessee
$763K +$51.7K +1,101 +8%
OC
1769
Oarsman Capital
Wisconsin
$763K +$109K +2,325 +18%
CWM
1770
Chesapeake Wealth Management
Virginia
$762K -$117K -2,499 -14%
OR
1771
Olympiad Research
Connecticut
$762K -$6.9K -147 -0.9%
OFS
1772
Oldfather Financial Services
Nebraska
$762K
DDC
1773
DF Dent & Co
Maryland
$762K +$141 +3 +0%
XF
1774
XML Financial
Maryland
$759K +$4.22K +90 +0.6%
APC
1775
Aspire Private Capital
North Carolina
$759K +$53.7K +1,143 +8%

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.