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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
PSB
2551
Piscataqua Savings Bank
New Hampshire
$32K +$13.8K +300 +61%
HF
2552
Halpern Financial
Virginia
$30.4K
SIA
2553
Sit Investment Associates
Minnesota
$30K
MBFW
2554
Morton Brown Family Wealth
Pennsylvania
$30K +$3.6K +78 +12%
LFA
2555
Level Financial Advisors
New York
$30K +$4.15K +90 +14%
DWP
2556
Destiny Wealth Partners
Florida
$29K -$93.2K -2,022 -74%
WR
2557
WD Rutherford
Oregon
$29K +$33.2K +720 New
CT
2558
Clearstead Trust
Maine
$28K -$11.6K -252 -26%
PGAM
2559
Princeton Global Asset Management
New Jersey
$28K
ACK
2560
Andrew C. Karlinski
$27K
CWM
2561
Cedar Wealth Management
California
$27K
OAJ
2562
Ogorek Anthony Joseph
New York
$27K
GWA
2563
Gibson Wealth Advisors
Texas
$24K
TC
2564
Tacita Capital
Ontario, Canada
$24K
JPLA
2565
Joseph P. Lucia & Associates
New York
$23K
SMG
2566
Spectrum Management Group
Indiana
$23K
FA
2567
Financial Avengers
California
$23K +$138 +3 +0.5%
WA
2568
Win Advisors
Florida
$21K +$8.3K +180 +56%
FEG
2569
Financial Enhancement Group
Indiana
$18K
S
2570
Surevest
California
$18K +$6.92K +150 +49%
FCG
2571
Financial Connections Group
California
$17K
KFP
2572
KB Financial Partners
New Jersey
$17K
IRAG
2573
Investment Research & Advisory Group
Georgia
$16K +$277 +6 +2%
KC
2574
Kenfarb & Co
Kentucky
$15K
FA
2575
Financial Advantage
Maryland
$14K -$3.93M -85,203 -100%

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.