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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
LA
2301
Legacy Advisors
Pennsylvania
$310K +$294K +6,252 New
NWM
2302
Northwest Wealth Management
Iowa
$309K -$49.9K -1,062 -15%
BAM
2303
Barrett Asset Management
New York
$309K -$10.6K -225 -3%
AIA
2304
Avalon Investment & Advisory
Texas
$309K +$52.3K +1,113 +22%
HFAS
2305
Hummer Financial Advisory Services
Illinois
$307K
SBWIC
2306
Schaper Benz & Wise Investment Counsel
Wisconsin
$307K
KA
2307
Klingman & Associates
New York
$307K +$19.9K +423 +7%
WIM
2308
Warwick Investment Management
Texas
$306K +$423 +9 +0.1%
SIC
2309
Schwartz Investment Counsel
Michigan
$305K
1IA
2310
1620 Investment Advisors
Massachusetts
$304K
TPW
2311
TL Private Wealth
Texas
$304K +$423 +9 +0.2%
RFN
2312
RDA Financial Network
Iowa
$303K -$26.9K -573 -9%
CWM
2313
Cabot Wealth Management
Massachusetts
$303K -$4.22K -90 -1%
HHAA
2314
Henry H. Armstrong Associates
Pennsylvania
$303K
MA
2315
MBA Advisors
Pennsylvania
$302K -$74.5K -1,587 -21%
OWA
2316
Outlook Wealth Advisors
Texas
$302K -$845 -18 -0.3%
DCM
2317
DGS Capital Management
New Jersey
$302K +$7.75K +165 +3%
VCM
2318
Versant Capital Management
Arizona
$302K +$24.9K +531 +10%
BBHBI
2319
B, B, H, & B Inc
Alabama
$301K -$24.2K -516 -8%
FNWM
2320
Financial Network Wealth Management
Utah
$301K -$6.48K -138 -2%
RTS
2321
Round Table Services
New Jersey
$301K -$3.52K -75 -1%
EFL
2322
ERn Financial LLC
Wisconsin
$301K +$17K +363 +6%
CC
2323
Colrain Capital
Massachusetts
$299K
WI
2324
Wedgewood Investors
Pennsylvania
$299K
HBW
2325
Hazlett, Burt & Watson
West Virginia
$299K +$283K +6,024 New

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.