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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
GPFA
2051
Game Plan Financial Advisors
Ohio
$453K +$428K +9,120 New
BST
2052
Bath Savings Trust
Maine
$451K -$4.93K -105 -1%
CCMD
2053
Cypress Capital Management (Delaware)
Delaware
$450K -$187K -3,975 -30%
SSWM
2054
Smith Salley Wealth Management
North Carolina
$449K
FAFN
2055
First Affirmative Financial Network
Colorado
$448K -$20.6K -438 -5%
FNBSF
2056
First National Bank Sioux Falls
South Dakota
$448K
JHP
2057
James Hambro & Partners
United Kingdom
$447K
MIM
2058
Montgomery Investment Management
Maryland
$447K
AIM
2059
Alhambra Investment Management
Florida
$447K +$2.11K +45 +0.5%
WFS
2060
Walker Financial Services
Kentucky
$447K +$423K +9,000 New
FAG
2061
Fortitude Advisory Group
Washington
$446K -$30.4K -648 -7%
AW
2062
ACG Wealth
Georgia
$444K -$315K -6,702 -43%
HCM
2063
Howland Capital Management
Massachusetts
$443K -$8.31K -177 -2%
GD
2064
Grandfield & Dodd
New York
$440K -$33.8K -720 -8%
GWI
2065
Grace & White Inc
New York
$439K
RCWM
2066
Royal Capital Wealth Management
Indiana
$439K +$141 +3 +0%
ZF
2067
Zhang Financial
Michigan
$439K +$20.8K +444 +5%
RHJA
2068
Rice Hall James & Associates
California
$438K -$17.6K -375 -4%
MFG
2069
Magnus Financial Group
New York
$438K +$127K +2,703 +44%
TPWA
2070
TRUE Private Wealth Advisors
Oregon
$436K -$8.73K -186 -2%
MAM
2071
MMA Asset Management
Pennsylvania
$435K -$107K -2,283 -21%
MLFP
2072
MPS Loria Financial Planners
Illinois
$435K -$15.4K -327 -4%
PP
2073
Patron Partners
Texas
$435K -$4.93K -105 -1%
CH
2074
Canton Hathaway
Rhode Island
$435K
BMM
2075
Buffington Mohr McNeal
Idaho
$435K +$3.66K +78 +0.9%

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.