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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
DWM
276
Doyle Wealth Management
Florida
$23.5M -$67.7K -1,467 -0.3%
BFS
277
Bard Financial Services
Connecticut
$23.4M +$285K +6,171 +1%
NIG
278
NFJ Investment Group
Texas
$23.4M +$5.25M +113,787 +25%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$23.3M +$2.61M +56,493 +11%
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$23.1M -$3.06M -66,273 -10%
KCM
281
Kornitzer Capital Management
Kansas
$22.9M -$340K -7,371 -1%
VI
282
Vestcor Inc
New Brunswick, Canada
$22.6M +$1.81M +39,321 +8%
TPSF
283
Texas Permanent School Fund
Texas
$22.5M +$269K +5,826 +1%
KIA
284
KCM Investment Advisors
California
$22.5M -$3.32K -72 -0%
AAM
285
Advisors Asset Management
Colorado
$22.3M +$996K +21,609 +4%
OC
286
Oppenheimer & Co
New York
$22.3M -$869K -18,843 -3%
AWM
287
Absher Wealth Management
North Carolina
$22.3M -$2.76M -59,769 -10%
ERSOT
288
Employees Retirement System of Texas
Texas
$22.2M
PAG
289
Private Advisor Group
New Jersey
$22M +$296K +6,414 +1%
IMRF
290
Illinois Municipal Retirement Fund
Illinois
$21.9M -$375K -8,133 -1%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$21.7M -$17.3M -375,426 -41%
BPA
292
Beacon Pointe Advisors
California
$21.6M -$2.34M -50,694 -9%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$21.5M -$8.29M -179,688 -25%
LGF
294
LGT Group Foundation
Liechtenstein
$21.5M +$1.97M +42,744 +9%
AIM
295
Achmea Investment Management
Netherlands
$21.5M -$287K -6,231 -1%
GI
296
Gradient Investments
Minnesota
$21.4M -$1.71M -37,107 -7%
SG Americas Securities
297
SG Americas Securities
New York
$21.3M +$15M +325,656 +163%
BCI
298
Brinker Capital Investments
Pennsylvania
$21.2M -$678K -14,694 -3%
OC
299
Oakworth Capital
Alabama
$20.1M +$350K +7,587 +2%
HCM
300
Hilton Capital Management
New York
$20.1M -$615K -13,332 -3%

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.