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Walmart Inc

2,620 hedge funds and large institutions have $106B invested in Walmart Inc in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,126 increasing their positions, 1,081 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.33B

4% more repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,081

1.48% less ownership

Funds ownership: 97.06%95.58% (-1.5%)

4% less funds holding

Funds holding: 2,7302,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

20% less capital invested

Capital invested by funds: $131B → $106B (-$25.9B)

34% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 213

Holders
2,620
Holders Change
-110
Holders Change %
-4.03%
% of All Funds
44.13%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.33%
New
140
Increased
1,126
Reduced
1,081
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
2501
Cordasco Financial Network
Florida
$85K
EARNEST Partners
2502
EARNEST Partners
Georgia
$84K
CH
2503
Canton Hathaway
Rhode Island
$82K -$311K -6,750 -77%
AIL
2504
AGF Investments LLC
Ontario, Canada
$73K -$176K -3,819 -68%
MWM
2505
Mascoma Wealth Management
New Hampshire
$73K -$830 -18 -1%
PWC
2506
PYA Waltman Capital
Tennessee
$73K
CWA
2507
Carolina Wealth Advisors
South Carolina
$73K +$4.7K +102 +6%
GITFIT
2508
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$72.9K +$83K +1,800 New
WAM
2509
Worth Asset Management
Texas
$72K -$1.41M -30,543 -95%
OLVIG
2510
Oliver Lagore Vanvalin Investment Group
Michigan
$68K -$453K -9,813 -85%
AA
2511
AlphaMark Advisors
Kentucky
$68K
LPWM
2512
Lake Point Wealth Management
Texas
$68K
CMA
2513
Cedar Mountain Advisors
Oregon
$67K
PCTC
2514
Perkins Coie Trust Company
Washington
$65K -$8.58K -186 -10%
BCM
2515
Bourgeon Capital Management
Connecticut
$65K
BHWM
2516
Bay Harbor Wealth Management
Maryland
$64K +$138 +3 +0.2%
BPGAM
2517
BTG Pactual Global Asset Management
Bermuda
$63K +$72.1K +1,563 New
NR
2518
Newfound Research
Massachusetts
$62K -$73.5K -1,593 -51%
HFM
2519
Harvest Fund Management
China
$61K -$168K -3,645 -71%
SOW
2520
State of Wyoming
Wyoming
$61K +$1.11K +24 +2%
BLC
2521
Brown, Lisle/Cummings
Rhode Island
$59.8K -$13.8K -300 -17%
PO
2522
Private Ocean
California
$57K -$2.08K -45 -3%
BAM
2523
Baldrige Asset Management
Pennsylvania
$57K
RDFA
2524
Ritter Daniher Financial Advisory
Ohio
$57K
TCM
2525
Tradewinds Capital Management
Washington
$56K -$541K -11,733 -89%

WMT Hedge Fund Activity: Q2 2022 in Review

2,620 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2022, worth a combined $106B — down 20% from $131B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of WMT and 140 opened new positions — a net loss of 73 holders — while 1,081 trimmed existing stakes and 1,126 added.

The largest buyer was Morgan Stanley, adding an estimated $640M. The largest seller was GQG Partners, cutting an estimated $776M.

  • 2,620 institutional investors held Walmart Inc (WMT) as of Q2 2022, down from 2,730 in Q1 2022.
  • Funds reported $106B of Walmart Inc stock for Q2 2022, down 20% quarter-over-quarter.
  • 140 funds opened new Walmart Inc positions in Q2 2022 and 213 closed out, a net change of -73 holders.
  • The largest Walmart Inc buyer in Q2 2022 was Morgan Stanley, an estimated $640M added.
  • The largest Walmart Inc seller in Q2 2022 was GQG Partners, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2022.