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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
OPOWM
2701
One Plus One Wealth Management
Florida
-$325K -6,555 Closed
SFM
2702
Signet Financial Management
New Jersey
-$323K -6,501 Closed
RVPG
2703
Relative Value Partners Group
-$322K -6,480 Closed
DG
2704
DMC Group
Alabama
-$338K -6,471 Closed
LCS
2705
Levin Capital Strategies
New York
-$321K -6,471 Closed
TDC
2706
Thompson Davis & Co
Virginia
-$310K -6,255 Closed
BCM
2707
Bluefin Capital Management
New York
-$296K -5,970 Closed
SAM
2708
SP Asset Management
California
-$290K -5,850 Closed
SC
2709
Schoolcraft Capital
Colorado
-$288K -5,811 Closed
TPW
2710
TL Private Wealth
Texas
-$304K -5,811 Closed
VI
2711
Versor Investments
New York
-$284K -5,724 Closed
PWM
2712
Prentice Wealth Management
New York
-$272K -5,484 Closed
MIP
2713
Marietta Investment Partners
Wisconsin
-$270K -5,430 Closed
PWP
2714
Personal Wealth Partners
Minnesota
-$269K -5,409 Closed
ED
2715
Exane Derivatives
France
-$265K -5,331 Closed
PFC
2716
Phocas Financial Corp
California
-$264K -5,325 Closed
IF
2717
IRON Financial
Illinois
-$260K -5,241 Closed
DTC
2718
Davidson Trust Company
Washington
-$253K -5,088 Closed
PFM
2719
Phillips Financial Management
Indiana
-$253K -5,088 Closed
AP
2720
Adero Partners
California
-$252K -5,076 Closed
AWM
2721
Aprio Wealth Management
Georgia
-$251K -5,061 Closed
RPSA
2722
Richard P. Slaughter Associates
Texas
-$250K -5,037 Closed
LFG
2723
Lockerman Financial Group
California
-$250K -5,028 Closed
PIN
2724
Prudent Investors Network
California
-$249K -5,007 Closed
OCM
2725
Orser Capital Management
Texas
-$248K -4,998 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.