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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
HKIMG
2751
Hutchens & Kramer Investment Management Group
Indiana
-$233K -4,626 Closed
LWM
2752
Lyell Wealth Management
California
-$230K -4,626 Closed
PSP
2753
Principal Street Partners
Tennessee
-$229K -4,620 Closed
MMM
2754
Mendel Money Management
Illinois
-$229K -4,611 Closed
AWP
2755
Abacus Wealth Partners
California
-$229K -4,608 Closed
LI
2756
Lafayette Investments
Maryland
-$228K -4,602 Closed
LIM
2757
Loudon Investment Management
New Hampshire
-$228K -4,590 Closed
SFP
2758
Sandbox Financial Partners
Maryland
-$227K -4,575 Closed
AF
2759
Affiance Financial
Minnesota
-$226K -4,557 Closed
BCMO
2760
Buckingham Capital Management (Ohio)
Ohio
-$226K -4,542 Closed
PTC
2761
Philadelphia Trust Company
Pennsylvania
-$225K -4,542 Closed
LCM
2762
Leisure Capital Management
California
-$224K -4,521 Closed
APWA
2763
Atlas Private Wealth Advisors
New Jersey
-$223K -4,503 Closed
EGWAG
2764
Elwood & Goetz Wealth Advisory Group
Georgia
-$221K -4,461 Closed
ES
2765
Eagle Strategies
New York
-$221K -4,449 Closed
FFA
2766
Fi3 Financial Advisors
Indiana
-$221K -4,446 Closed
WMS
2767
Wealth Management Solutions
Pennsylvania
-$220K -4,437 Closed
WGAM
2768
Wilkinson Global Asset Management
New York
-$220K -4,428 Closed
NPT
2769
Nixon Peabody Trust
Massachusetts
-$218K -4,392 Closed
SIC
2770
Sigma Investment Counselors
Michigan
-$217K -4,380 Closed
CMS
2771
Capital Market Strategies
Florida
-$217K -4,374 Closed
HKAM
2772
Horizon Kinetics Asset Management
New York
-$217K -4,371 Closed
BIC
2773
Beach Investment Counsel
Pennsylvania
-$216K -4,359 Closed
NEPPG
2774
New England Professional Planning Group
Rhode Island
-$219K -4,356 Closed
ACA
2775
Affinity Capital Advisors
California
-$216K -4,347 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.