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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.33B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.6B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.62B
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$239M
5
Bessemer Group
5
Bessemer Group
New Jersey
$495M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$1.19B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$76.6M
3
AWA
3
Aaron Wealth Advisors
Illinois
$2.32M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$2.11M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
2751
Eagle Strategies
New York
– -$221K -4,449 Closed
FFA
2752
Fi3 Financial Advisors
Indiana
– -$221K -4,446 Closed
WMS
2753
Wealth Management Solutions
Pennsylvania
– -$220K -4,437 Closed
WGAM
2754
Wilkinson Global Asset Management
New York
– -$220K -4,428 Closed
NPT
2755
Nixon Peabody Trust
Massachusetts
– -$218K -4,392 Closed
SIC
2756
Sigma Investment Counselors
Michigan
– -$217K -4,380 Closed
CMS
2757
Capital Market Strategies
Florida
– -$217K -4,374 Closed
HKAM
2758
Horizon Kinetics Asset Management
New York
– -$217K -4,371 Closed
BIC
2759
Beach Investment Counsel
Pennsylvania
– -$216K -4,359 Closed
NEPPG
2760
New England Professional Planning Group
Rhode Island
– -$219K -4,356 Closed
ACA
2761
Affinity Capital Advisors
California
– -$216K -4,347 Closed
ODIJL
2762
One Day In July LLC
Vermont
– -$216K -4,344 Closed
RIG
2763
Roosevelt Investment Group
New York
– -$216K -4,344 Closed
GSC
2764
Ground Swell Capital
South Carolina
– -$215K -4,332 Closed
DU
2765
Delphia (USA)
Ontario, Canada
– -$214K -4,317 Closed
SL
2766
Summitry LLC
California
– -$214K -4,314 Closed
SF
2767
Safeguard Financial
Wisconsin
– -$214K -4,308 Closed
OL
2768
Optas LLC
Texas
– -$214K -4,302 Closed
SFG
2769
Sovereign Financial Group
Connecticut
– -$213K -4,299 Closed
CIS
2770
Connors Investor Services
Pennsylvania
– -$213K -4,293 Closed
PCM
2771
Poehling Capital Management
Wisconsin
– -$212K -4,278 Closed
SEP
2772
Southland Equity Partners
Missouri
– -$212K -4,275 Closed
ACM
2773
Ategra Capital Management
Virginia
– -$212K -4,275 Closed
VDBMI
2774
Van Den Berg Management I
Texas
– -$211K -4,242 Closed
BBW
2775
Blue Barn Wealth
Utah
– -$210K -4,239 Closed
109 110
111
112 113