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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
AMIM
2276
Aull & Monroe Investment Management
Alabama
$323K +$423 +9 +0.1%
WA
2277
Wealth Architects
California
$323K +$15.9K +339 +5%
JF
2278
Jump Financial
Illinois
$323K +$305K +6,504 New
BWP
2279
Bernardo Wealth Planning
Pennsylvania
$322K -$4.22K -90 -1%
RVPG
2280
Relative Value Partners Group
$322K +$1.41K +30 +0.5%
FAM
2281
Flaharty Asset Management
Florida
$322K +$15.4K +327 +5%
LCS
2282
Levin Capital Strategies
New York
$321K -$352K -7,500 -54%
DSN
2283
D. Scott Neal
Kentucky
$321K
HWMA
2284
Heritage Wealth Management (Arizona)
Arizona
$320K +$303K +6,456 New
NSB
2285
Norway Savings Bank
Maine
$319K
RIM
2286
Reliant Investment Management
Tennessee
$319K +$63.2K +1,347 +27%
AAP
2287
Arax Advisory Partners
Colorado
$318K -$3.38K -72 -1%
DJYG
2288
David J. Yvars Group
Florida
$318K +$282 +6 +0.1%
HHGA
2289
Halbert Hargrove Global Advisors
California
$317K -$12.7K -270 -4%
ACM
2290
Advance Capital Management
Michigan
$317K
AWA
2291
Alta Wealth Advisors
Massachusetts
$317K +$17K +363 +6%
OWP
2292
Obermeyer Wealth Partners
Colorado
$315K +$282 +6 +0.1%
BRA
2293
Biechele Royce Advisors
Indiana
$314K
SRC
2294
Sage Rhino Capital
California
$314K +$845 +18 +0.3%
CIC
2295
Chilton Investment Company
Connecticut
$313K -$87.5K -1,863 -23%
MRCM
2296
M&R Capital Management
New Jersey
$313K
NMG
2297
New Millennium Group
Utah
$311K -$14.2K -303 -5%
CA
2298
Claris Advisors
Missouri
$311K
BFA
2299
Buttonwood Financial Advisors
Maryland
$311K +$294K +6,255 New
TDC
2300
Thompson Davis & Co
Virginia
$310K -$51K -1,086 -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.