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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
SSW
1776
Smith Shellnut Wilson
Mississippi
$758K -$10.3K -219 -1%
HI
1777
Hendershot Investments
Virginia
$757K
SSWM
1778
Sheets Smith Wealth Management
North Carolina
$757K +$2.39K +51 +0.3%
CAG
1779
Crestwood Advisors Group
Massachusetts
$756K +$35.4K +753 +5%
BFAG
1780
Blackston Financial Advisory Group
Florida
$755K +$5.77K +123 +0.8%
RPWA
1781
Regent Peak Wealth Advisors
Georgia
$752K +$21K +447 +3%
AFS
1782
Axiom Financial Strategies
Indiana
$748K -$1.27K -27 -0.2%
CFS
1783
CRA Financial Services
New Jersey
$747K -$5.49K -117 -0.8%
SMH
1784
Sanders Morris Harris
Texas
$746K
LCM
1785
Landscape Capital Management
New Jersey
$743K +$318K +6,768 +82%
MFW
1786
Meristem Family Wealth
Minnesota
$742K -$799K -17,028 -53%
KLI
1787
Kelman-Lazarov Inc
Tennessee
$741K
WJWM
1788
Williams Jones Wealth Management
New York
$739K -$736K -15,684 -51%
MIFH
1789
Migdal Insurance & Financial Holdings
Israel
$737K -$102M -2,163,900 -99%
JMF
1790
Johnson Midwest Financial
Iowa
$737K +$563 +12 +0.1%
AAM
1791
AMI Asset Management
California
$736K +$101K +2,157 +17%
VC
1792
Veracity Capital
Georgia
$735K -$26.9K -573 -4%
WE
1793
Wealth Effects
Massachusetts
$735K +$27.6K +588 +4%
GSWM
1794
Golden State Wealth Management
California
$728K -$296K -6,306 -30%
GWS
1795
Glassman Wealth Services
Virginia
$728K +$132K +2,808 +24%
NF
1796
Norwood Financial
Pennsylvania
$727K +$14.8K +315 +2%
IRC
1797
Investors Research Corp
Georgia
$723K
GFS
1798
GYL Financial Synergies
Connecticut
$721K -$121K -2,580 -15%
HFA
1799
High Falls Advisors
New York
$718K +$563 +12 +0.1%
GG
1800
Gleason Group
Kentucky
$718K +$2.68K +57 +0.4%

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.