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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
HCMG
1826
Howard Capital Management Group
California
$671K +$10.6K +225 +2%
CWAG
1827
Compton Wealth Advisory Group
Virginia
$670K +$29K +618 +5%
CF
1828
Copperwynd Financial
Arizona
$669K +$21.1K +450 +3%
KMWM
1829
Keudell/Morrison Wealth Management
Oregon
$666K +$51.5K +1,098 +9%
SI
1830
Saxon Interests
Texas
$664K -$14.6K -312 -2%
CRC
1831
Curi RMB Capital
Illinois
$661K -$33.5K -714 -5%
PCS
1832
Personal CFO Solutions
New Jersey
$660K +$8.17K +174 +1%
FEM
1833
Fulcrum Equity Management
Texas
$658K -$20.3K -432 -3%
LCM
1834
Lewis Capital Management
California
$658K +$141 +3 +0%
VFG
1835
V2 Financial group
Illinois
$657K -$42.1K -897 -6%
SIA
1836
SkyView Investment Advisors
New Jersey
$657K -$312K -6,648 -34%
LC
1837
LCNB Corp
Ohio
$656K -$11.4K -243 -2%
SSCA
1838
South Shore Capital Advisors
Massachusetts
$655K -$18.3K -390 -3%
CRCM
1839
Corbett Road Capital Management
Virginia
$654K +$107K +2,280 +21%
CANC
1840
Culbertson A N & Co
Virginia
$653K +$19.7K +420 +3%
DA
1841
Detalus Advisors
Missouri
$652K -$46.8K -996 -7%
KPCM
1842
Kings Point Capital Management
New York
$652K -$17K -363 -3%
TIA
1843
Tiemann Investment Advisors
California
$652K +$53.5K +1,140 +10%
TCM
1844
Tradewinds Capital Management
Washington
$651K +$282 +6 +0%
HCM
1845
HMS Capital Management
Tennessee
$651K +$77.7K +1,656 +14%
TCM
1846
Traynor Capital Management
Pennsylvania
$650K -$143K -3,042 -19%
GWA
1847
GGM Wealth Advisors
Maryland
$649K +$321K +6,828 +123%
IWA
1848
Intercontinental Wealth Advisors
Texas
$648K +$1.97K +42 +0.3%
TSWM
1849
Triangle Securities Wealth Management
North Carolina
$647K -$28K -597 -4%
EWS
1850
Evergreen Wealth Solutions
Pennsylvania
$647K -$26.1K -555 -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.