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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
FPTW
2076
Franklin, Parlapiano, Turner & Welch
Texas
$434K -$70.4K -1,500 -15%
WA
2077
WealthTrust Axiom
Pennsylvania
$434K
MW
2078
MBL Wealth
North Carolina
$434K +$411K +8,751 New
SEEDPG
2079
S.E.E.D. Planning Group
New York
$432K +$20.3K +432 +5%
BA
2080
Bridgewater Advisors
New York
$431K -$9.44K -201 -2%
EDRIA
2081
Edmonds Duncan Registered Investment Advisors
Kansas
$430K
RWP
2082
Ridgecrest Wealth Partners
California
$429K -$14.1K -300 -3%
SB
2083
Sunflower Bank
Texas
$428K -$44.2K -942 -10%
PMFA
2084
Plante Moran Financial Advisors
Michigan
$427K -$47.9K -1,020 -11%
LIA
2085
LBMC Investment Advisors
Tennessee
$427K -$16.9K -360 -4%
CRIG
2086
Charter Research & Investment Group
Connecticut
$427K -$12.5K -267 -3%
FCFC
2087
First Citizens Financial Corp
Iowa
$427K
PB
2088
Pinnacle Bancorp
Nebraska
$427K
FCCM
2089
First City Capital Management
Georgia
$426K -$9.86K -210 -2%
SCA
2090
Stokes Capital Advisors
South Carolina
$425K -$121K -2,571 -23%
EWA
2091
EverSource Wealth Advisors
Alabama
$424K +$32.7K +696 +9%
SF
2092
Summit Financial
New Jersey
$422K -$5.77K -123 -1%
TRIA
2093
Trail Ridge Investment Advisors
Colorado
$422K -$3.8K -81 -0.9%
WFS
2094
Widmann Financial Services
Maryland
$422K
SMG
2095
Smart Money Group
Texas
$422K +$9.72K +207 +2%
CCC
2096
Chelsea Counsel Company
California
$421K
CCP
2097
Cassia Capital Partners
North Carolina
$420K
NS
2098
Newman & Schimel
Illinois
$420K +$704 +15 +0.2%
SGCA
2099
Steel Grove Capital Advisors
Tennessee
$419K -$127K -2,712 -24%
CFD
2100
Creative Financial Designs
Indiana
$419K -$60.1K -1,281 -13%

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.