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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
PS
2451
Planned Solutions
California
$242K +$11.7K +249 +5%
MYIA
2452
Mount Yale Investment Advisors
Colorado
$242K +$22K +468 +11%
PA
2453
Probity Advisors
Texas
$241K -$6.62K -141 -3%
BWM
2454
Blossom Wealth Management
California
$241K +$23.2K +495 +11%
PCWA
2455
Pacific Capital Wealth Advisors
California
$241K +$29.9K +636 +15%
FW
2456
FirstPurpose Wealth
Utah
$241K +$228K +4,863 New
PP
2457
Pegasus Partners
Wisconsin
$240K +$16.2K +345 +8%
BWP
2458
Baldwin Wealth Partners
Massachusetts
$240K +$127K +2,697 +126%
GKIM
2459
GW&K Investment Management
Massachusetts
$240K +$227K +4,836 New
WCM
2460
WealthBridge Capital Management
Ohio
$240K +$227K +4,836 New
AC
2461
Avenir Corporation
Virginia
$239K
MAG
2462
Mokosak Advisory Group
Iowa
$239K +$704 +15 +0.3%
WWMSC
2463
Wagner Wealth Management (South Carolina)
South Carolina
$238K +$12.7K +270 +6%
OBWG
2464
Onyx Bridge Wealth Group
New York
$238K +$217K +4,632 New
NCM
2465
Noesis Capital Mangement
Florida
$236K -$581K -12,375 -72%
OAM
2466
Oberweis Asset Management
Illinois
$236K +$141 +3 +0.1%
KM
2467
Kalos Management
Georgia
$235K -$232K -4,932 -51%
SIM
2468
Sadoff Investment Management
Wisconsin
$235K -$16.2K -345 -7%
GA
2469
Gateway Advisory
New Jersey
$235K
FP
2470
Financial Perspectives
Minnesota
$235K
PA
2471
Parkside Advisors
California
$234K
BIA
2472
Barry Investment Advisors
Massachusetts
$234K +$845 +18 +0.4%
RRA
2473
Round Rock Advisors
Connecticut
$233K -$12.4K -264 -5%
FCM
2474
Firestone Capital Management
Florida
$233K
HKIMG
2475
Hutchens & Kramer Investment Management Group
Indiana
$233K

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.