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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
TVWM
2651
Tower View Wealth Management
Wisconsin
-$3.23M -65,088 Closed
SG
2652
StoneX Group
New York
-$2.72M -54,597 Closed
CM
2653
Churchill Management
California
-$2.65M -53,463 Closed
FMI
2654
F/M Investments
District of Columbia
-$2.64M -53,175 Closed
WI
2655
WBI Investments
New Jersey
-$2.38M -48,726 Closed
TCM
2656
Teza Capital Management
Illinois
-$2.31M -46,461 Closed
HT
2657
HighTower Trust
Texas
-$2.17M -43,734 Closed
Simplex Trading
2658
Simplex Trading
Illinois
-$1.72M -37,338 Closed
DAM
2659
Deltec Asset Management
New York
-$1.58M -31,878 Closed
LP
2660
Lloyd Park
Illinois
-$1.56M -31,500 Closed
LSAG
2661
Lake Street Advisors Group
New Hampshire
-$1.52M -30,546 Closed
BHTS
2662
Bar Harbor Trust Services
Maine
-$1.43M -28,818 Closed
PWM
2663
Peterson Wealth Management
Nevada
-$1.28M -25,698 Closed
SLWA
2664
San Luis Wealth Advisors
California
-$1.21M -25,020 Closed
CQS
2665
Credential Qtrade Securities
-$1.14M -22,920 Closed
CAN
2666
Claraphi Advisory Network
United States
-$1.01M -20,274 Closed
NWMG
2667
National Wealth Management Group
Ohio
-$989K -19,932 Closed
EC
2668
Estate Counselors
Wisconsin
-$981K -19,776 Closed
CCM
2669
Compton Capital Management
Rhode Island
-$948K -19,098 Closed
BCM
2670
Beck Capital Management
Texas
-$896K -18,051 Closed
SFSG
2671
Sound Financial Strategies Group
Mississippi
-$811K -16,332 Closed
OAM
2672
Oak Asset Management
California
-$677K -13,641 Closed
QTM
2673
qPULA Trading Management
New York
-$647K -13,026 Closed
TAM
2674
Trillium Asset Management
Massachusetts
-$616K -12,408 Closed
JSW
2675
Journey Strategic Wealth
New Jersey
-$592K -11,928 Closed

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.