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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
CT
2726
Columbia Trust
Oregon
-$260K -4,962 Closed
LAS
2727
LWM Advisory Services
Florida
-$248K -4,956 Closed
TCM
2728
Triumph Capital Management
Colorado
-$246K -4,950 Closed
FA
2729
Financial Advisors
Massachusetts
-$244K -4,923 Closed
FWM
2730
ForthRight Wealth Management
Georgia
-$243K -4,905 Closed
BWA
2731
Bordeaux Wealth Advisors
California
-$243K -4,896 Closed
PS
2732
Planned Solutions
California
-$242K -4,884 Closed
PHIC
2733
Pine Haven Investment Counsel
Massachusetts
-$242K -4,875 Closed
CTA
2734
Chesley Taft & Associates
Illinois
-$248K -4,863 Closed
PCWA
2735
Pacific Capital Wealth Advisors
California
-$241K -4,848 Closed
PP
2736
Pegasus Partners
Wisconsin
-$240K -4,833 Closed
AC
2737
Avenir Corporation
Virginia
-$239K -4,821 Closed
MAG
2738
Mokosak Advisory Group
Iowa
-$239K -4,809 Closed
KM
2739
Kalos Management
Georgia
-$235K -4,803 Closed
NCM
2740
Noesis Capital Mangement
Florida
-$236K -4,758 Closed
OAM
2741
Oberweis Asset Management
Illinois
-$236K -4,746 Closed
GA
2742
Gateway Advisory
New Jersey
-$235K -4,734 Closed
BIA
2743
Barry Investment Advisors
Massachusetts
-$234K -4,707 Closed
RRA
2744
Round Rock Advisors
Connecticut
-$233K -4,695 Closed
FCM
2745
Firestone Capital Management
Florida
-$233K -4,686 Closed
PA
2746
Parkside Advisors
California
-$234K -4,686 Closed
MAM
2747
Madison Asset Management
Wisconsin
-$231K -4,659 Closed
BCB
2748
Brian C. Broderick
-$231K -4,650 Closed
PWA
2749
PCG Wealth Advisors
Kansas
-$231K -4,644 Closed
OBWG
2750
Onyx Bridge Wealth Group
New York
-$238K -4,632 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.