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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
PWM
2376
Prentice Wealth Management
New York
$272K +$28.2K +600 +12%
CAL
2377
Capital Advisors Ltd
Ohio
$271K +$5.49K +117 +2%
MIP
2378
Marietta Investment Partners
Wisconsin
$270K
BAM
2379
Bosun Asset Management
Illinois
$270K +$255K +5,439 New
PWP
2380
Personal Wealth Partners
Minnesota
$269K -$3.38K -72 -1%
WA
2381
WP Advisors
California
$269K +$845 +18 +0.3%
EWA
2382
Evolution Wealth Advisors
Florida
$268K
FPIS
2383
Financial Planning & Information Services
Wisconsin
$268K +$254K +5,400 New
ACM
2384
Antonetti Capital Management
Florida
$267K -$180K -3,825 -42%
TIA
2385
Traphagen Investment Advisors
New Jersey
$266K +$31K +660 +14%
MAA
2386
Matrix Asset Advisors
New York
$266K
SPWG
2387
Sage Private Wealth Group
Illinois
$266K +$31.4K +669 +14%
CIA
2388
Compass Ion Advisors
Pennsylvania
$265K +$986 +21 +0.4%
KWA
2389
Kellett Wealth Advisors
Ohio
$265K +$31K +660 +14%
ED
2390
Exane Derivatives
France
$265K +$250K +5,331 New
NA
2391
Navellier & Associates
Nevada
$264K -$14.1K -300 -5%
PFC
2392
Phocas Financial Corp
California
$264K +$250K +5,325 New
LFG
2393
Larson Financial Group
Missouri
$263K +$141 +3 +0.1%
DI
2394
DFPG Investments
Utah
$263K +$3.66K +78 +2%
YIH
2395
Y-Intercept (HK)
Hong Kong
$262K +$248K +5,280 New
MCM
2396
Maple Capital Management
Vermont
$261K +$1.69K +36 +0.7%
ETIA
2397
Epic Trust Investment Advisors
Washington
$261K +$247K +5,259 New
PIFP
2398
Partners in Financial Planning
Virginia
$260K +$3.38K +72 +1%
BWAM
2399
Boyd Watterson Asset Management
Ohio
$260K -$132K -2,802 -35%
IF
2400
IRON Financial
Illinois
$260K -$11.5K -246 -4%

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.