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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
LWA
1976
Lenox Wealth Advisors
New York
$517K -$41.5K -885 -8%
PWS
1977
Peterson Wealth Services
Utah
$515K +$119K +2,535 +32%
HBCM
1978
Heron Bay Capital Management
Michigan
$514K -$141 -3 -0%
KCM
1979
Kathmere Capital Management
Pennsylvania
$514K +$486K +10,359 New
SWM
1980
Silverlake Wealth Management
Vermont
$513K +$4.93K +105 +1%
AT
1981
American Trust
Kentucky
$512K
BCM
1982
BTR Capital Management
California
$511K
FWM
1983
Fairhaven Wealth Management
Illinois
$510K +$142K +3,018 +42%
NRA
1984
NSI Retail Advisors
Pennsylvania
$508K
UF
1985
Univest Financial
Pennsylvania
$507K -$24.8K -528 -5%
ACM
1986
AUA Capital Management
Pennsylvania
$507K +$56.3K +1,200 +13%
CCM
1987
CTC Capital Management
Illinois
$506K +$479K +10,200 New
RSVP
1988
Ramsay Stattman Vela & Price
Colorado
$502K -$7.04K -150 -1%
TCWM
1989
Total Clarity Wealth Management
Illinois
$502K +$50.7K +1,080 +12%
DOA
1990
D'Orazio & Associates
Virginia
$501K +$43.7K +930 +10%
HI
1991
Humankind Investments
New York
$497K +$30.3K +645 +7%
NEWAS
1992
N.E.W. Advisory Services
Wisconsin
$496K -$5.77K -123 -1%
IF
1993
Ironwood Financial
Arizona
$496K -$2.82K -60 -0.6%
CG
1994
Corundum Group
Colorado
$496K +$25.1K +534 +6%
IAMOG
1995
Investors Asset Management of Georgia
Georgia
$494K -$28.2K -600 -6%
JLBC
1996
J.L. Bainbridge & Co
Florida
$494K -$19.6K -417 -4%
PCG
1997
Private Capital Group
Connecticut
$494K -$4.22K -90 -0.9%
TFM
1998
TFC Financial Management
Massachusetts
$494K
EIG
1999
Ellenbecker Investment Group
Wisconsin
$492K +$1.41K +30 +0.3%
CWS
2000
Cypress Wealth Services
California
$491K -$13.2K -282 -3%

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.