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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
EW
1851
Evoke Wealth
California
$647K +$46.8K +996 +8%
KIG
1852
Kowal Investment Group
Wisconsin
$647K +$113K +2,403 +23%
QTM
1853
qPULA Trading Management
New York
$647K +$612K +13,026 New
EFG
1854
Everhart Financial Group
Ohio
$645K +$165K +3,522 +37%
RPCONE
1855
Retirement Planning Company of New England
Rhode Island
$642K +$3.8K +81 +0.6%
PFA
1856
Pure Financial Advisors
California
$641K +$265K +5,655 +78%
EGA
1857
E&G Advisors
Texas
$639K +$7.04K +150 +1%
MSA
1858
Marino Stram & Associates
Massachusetts
$638K +$4.37K +93 +0.7%
GWCM
1859
Godshalk Welsh Capital Management
Pennsylvania
$637K
CT
1860
Chicago Trust
Illinois
$637K +$76.8K +1,635 +15%
LNWTC
1861
Laird Norton Wetherby Trust Company
Washington
$636K -$22.5K -480 -4%
AF
1862
Alerus Financial
North Dakota
$632K -$3.01M -64,089 -83%
PIM
1863
Penobscot Investment Management
Massachusetts
$631K -$258K -5,490 -30%
CWP
1864
Concord Wealth Partners
Virginia
$631K -$39K -831 -6%
VCM
1865
Violich Capital Management
California
$630K
PCMC
1866
Paragon Capital Management (Colorado)
Colorado
$630K +$141 +3 +0%
SAM
1867
S.A. Mason
Michigan
$630K +$14.5K +309 +2%
NCA
1868
New Century Advisors
Maryland
$630K +$300K +6,390 +101%
MIM
1869
Meixler Investment Management
Arizona
$629K -$33K -702 -5%
Members Trust
1870
Members Trust
Florida
$628K -$51.8K -1,104 -8%
SKK
1871
Shepherd Kaplan Krochuk
Massachusetts
$625K
BBNA
1872
Bremer Bank National Association
Minnesota
$624K
WA1
1873
Wimmer Associates 1
California
$624K +$19K +405 +3%
LA
1874
LexAurum Advisors
Kansas
$622K -$250K -5,328 -30%
VC
1875
Vicus Capital
Pennsylvania
$621K -$1.27K -27 -0.2%

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.