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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
HI
1926
Hudock Inc
Pennsylvania
$564K -$21.4K -456 -4%
EM
1927
Excalibur Management
Massachusetts
$562K
EA
1928
Echo45 Advisors
California
$556K -$76.2K -1,623 -13%
SBF
1929
Sara-Bay Financial
Florida
$554K -$81.3K -1,731 -13%
ZIC
1930
ZWJ Investment Counsel
Georgia
$554K -$56.3K -1,200 -10%
CCA
1931
Childress Capital Advisors
Texas
$553K +$120K +2,553 +30%
SHFA
1932
SC&H Financial Advisors
Maryland
$549K -$4.22K -90 -0.8%
OFS
1933
Orrstown Financial Services
Pennsylvania
$547K -$88K -1,875 -15%
PWA
1934
Physician Wealth Advisors
Utah
$547K +$11.4K +243 +2%
RHP
1935
Royal Harbor Partners
Texas
$546K
CC
1936
Centiva Capital
New York
$546K +$516K +10,998 New
ERIM
1937
Eagle Ridge Investment Management
Connecticut
$545K -$42.3K -900 -8%
CSPIA
1938
Cary Street Partners Investment Advisory
Virginia
$544K +$85.1K +1,812 +20%
KPWG
1939
KFA Private Wealth Group
Virginia
$543K +$30.4K +648 +6%
TC
1940
Titleist Capital
Texas
$542K -$40.8K -870 -7%
CA
1941
Commerzbank Aktiengesellschaft
Germany
$538K +$254K +5,400 +99%
CF
1942
Corrigan Financial
Rhode Island
$538K +$141 +3 +0%
FPWM
1943
FSB Premier Wealth Management
Iowa
$537K -$228K -4,848 -32%
BPM
1944
Bowling Portfolio Management
Ohio
$537K +$2.11K +45 +0.4%
SF
1945
SBK Financial
Virginia
$536K
MAG
1946
Mayfair Advisory Group
Alabama
$535K +$18.2K +387 +4%
HPWM
1947
Highland Private Wealth Management
Washington
$535K +$23.5K +501 +5%
MSU
1948
Mizuho Securities USA
New York
$534K -$1.24M -26,334 -71%
PWA
1949
Peterson Wealth Advisors
Utah
$533K -$31.5K -672 -6%
SIG
1950
Spinnaker Investment Group
California
$533K +$6.2K +132 +1%

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.