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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
BONST
2226
Bank of Nova Scotia Trust
Ontario, Canada
$344K +$114K +2,427 +54%
ML
2227
McAdam LLC
Pennsylvania
$343K -$8.87K -189 -3%
IIC
2228
Integrated Investment Consultants
Michigan
$343K -$2.68K -57 -0.8%
KWM
2229
Kolinsky Wealth Management
New Jersey
$342K -$25.8K -549 -7%
RWA
2230
River Wealth Advisors
Pennsylvania
$342K -$8.73K -186 -3%
GFPC
2231
Global Financial Private Client
Florida
$341K -$607K -12,930 -66%
BFA
2232
Beaumont Financial Advisors
Massachusetts
$341K -$219K -4,665 -40%
SAM
2233
Shikiar Asset Management
New York
$341K -$60.6K -1,290 -16%
APW
2234
Aurora Private Wealth
New Jersey
$339K -$20.6K -438 -6%
PCMK
2235
Paragon Capital Management (Kansas)
Kansas
$339K -$18.2K -387 -5%
FBA
2236
Front Barnett Associates
Illinois
$338K -$35.6K -759 -10%
DG
2237
DMC Group
Alabama
$338K +$27.9K +594 +10%
GA
2238
Geller Advisors
New York
$338K +$102K +2,172 +47%
MWM
2239
Minot Wealth Management
Massachusetts
$336K +$3.66K +78 +1%
AWA
2240
Amplius Wealth Advisors
Pennsylvania
$336K +$64.8K +1,380 +26%
NCM
2241
NCM Capital Management
New Jersey
$336K +$78.4K +1,671 +33%
SWA
2242
Sutton Wealth Advisors
Florida
$335K +$40.6K +864 +15%
VCAM
2243
Van Cleef Asset Management
Ohio
$335K -$49.3K -1,050 -13%
CCA
2244
Cottonwood Capital Advisors
Utah
$335K -$6.48K -138 -2%
LI
2245
LVZ Inc
Michigan
$335K -$3.1K -66 -1%
GIA
2246
Guyasuta Investment Advisors
Pennsylvania
$335K
VST
2247
Van Strum & Towne
California
$335K
SDJVC
2248
St. Denis J. Villere & Co
Louisiana
$334K +$316K +6,741 New
RZH
2249
Relyea Zuckerberg Hanson
Connecticut
$333K -$1.41K -30 -0.5%
IF
2250
Insight Folios
North Carolina
$333K +$40K +852 +15%

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.