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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
TFA
1951
Teamwork Financial Advisors
Texas
$532K -$144K -3,063 -22%
PCM
1952
Prelude Capital Management
New York
$531K -$1.77M -37,731 -78%
WW
1953
Westshore Wealth
California
$531K +$23.5K +501 +5%
DHGWA
1954
Dixon Hughes Goodman Wealth Advisors
North Carolina
$531K +$136K +2,892 +37%
PCM
1955
Penserra Capital Management
California
$529K -$27.6M -588,036 -98%
ARG
1956
Advisory Resource Group
Oklahoma
$528K
SWMG
1957
Signature Wealth Management Group
Georgia
$528K +$986 +21 +0.2%
WKSWA
1958
White Knight Strategic Wealth Advisors
New Jersey
$527K -$60.6K -1,290 -11%
PL
1959
Pluribus Labs
California
$527K -$35.9K -765 -7%
VWM
1960
Valley Wealth Managers
New Jersey
$527K -$25.6K -546 -5%
MC
1961
Matisse Capital
Oregon
$527K +$21.1K +450 +4%
RPG
1962
Resource Planning Group
Georgia
$526K +$141 +3 +0%
TW
1963
Transform Wealth
Colorado
$525K -$6.66M -141,906 -93%
DAM
1964
Derbend Asset Management
Georgia
$525K
FC
1965
Forte Capital
New York
$524K
WAS
1966
Wealth Advisory Solutions
Indiana
$524K +$495K +10,554 New
GAM
1967
Garrison Asset Management
Arkansas
$523K
1WM
1968
1900 Wealth Management
Texas
$523K +$141 +3 +0%
ORC
1969
O'Rourke & Company
Massachusetts
$522K +$30.4K +648 +7%
MC
1970
Middleton & Co
Massachusetts
$522K +$120K +2,550 +32%
GC
1971
Grimes & Company
Massachusetts
$521K -$24.9K -531 -5%
KA
1972
Kercheville Advisors
Texas
$520K +$141K +3,003 +40%
ST
1973
Sabal Trust
Florida
$519K +$26.8K +570 +6%
BFG
1974
Barber Financial Group
Kansas
$518K -$8.87K -189 -2%
GRQ
1975
Gardner Russo & Quinn
Pennsylvania
$518K

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.