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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
AWM
1876
Affinity Wealth Management
Delaware
$620K +$3.24K +69 +0.6%
AIP
1877
Ahrens Investment Partners
Louisiana
$619K -$14.1K -300 -2%
BAAM
1878
Baker Avenue Asset Management
California
$617K +$273K +5,808 +88%
TAM
1879
Trillium Asset Management
Massachusetts
$616K -$26.6K -567 -4%
ECG
1880
Edge Capital Group
Georgia
$615K -$17.9K -381 -3%
MCCP
1881
Mission Creek Capital Partners
California
$615K +$21.1K +450 +4%
H
1882
HoyleCohen
California
$614K +$845 +18 +0.1%
NF
1883
Nikulski Financial
Iowa
$614K +$129K +2,745 +29%
MCWS
1884
McKinley Carter Wealth Services
West Virginia
$612K -$122K -2,595 -17%
AL
1885
Aspiriant LLC
California
$612K -$51.1K -1,089 -8%
WHC
1886
Wulff, Hansen & Co
California
$612K +$986 +21 +0.2%
MIM
1887
Moseley Investment Management
Florida
$611K -$13.1K -279 -2%
SWM
1888
Selective Wealth Management
Virginia
$611K +$343K +7,314 +147%
BHIA
1889
Birch Hill Investment Advisors
Massachusetts
$610K -$215K -4,575 -27%
HDIM
1890
Hanson & Doremus Investment Management
Vermont
$607K +$148K +3,162 +35%
CPC
1891
Consolidated Planning Corp
Georgia
$606K
CCM
1892
Canal Capital Management
Virginia
$605K +$14.1K +300 +3%
SSW
1893
Stone Summit Wealth
Florida
$605K +$565K +12,033 New
CWM
1894
Congress Wealth Management
Massachusetts
$603K -$65.9K -1,404 -10%
TIM
1895
Tevis Investment Management
Texas
$603K -$3.1K -66 -0.5%
JSC
1896
Jackson Square Capital
California
$603K
PWS
1897
Private Wealth Strategies
Ohio
$596K +$563 +12 +0.1%
CPA
1898
Cardiff Park Advisors
California
$595K +$5.77K +123 +1%
JSW
1899
Journey Strategic Wealth
New Jersey
$592K +$19.7K +420 +4%
LA
1900
Latitude Advisors
Florida
$591K +$188K +4,005 +51%

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.