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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
SLAM
401
Swiss Life Asset Management
$11.1M -$4.45M -96,504 -26%
SB
402
Simmons Bank
Arkansas
$11M -$225K -4,869 -2%
SCA
403
Stillwater Capital Advisors
Pennsylvania
$11M +$90.6K +1,965 +0.7%
SCA
404
STALEY CAPITAL ADVISERS
Pennsylvania
$11M -$834K -18,090 -6%
GAM
405
Gotham Asset Management
New York
$10.9M +$1.26M +27,300 +11%
WB
406
WesBanco Bank
West Virginia
$10.9M -$7.33K -159 -0.1%
MC
407
Moors & Cabot
Massachusetts
$10.9M +$58.4K +1,266 +0.5%
BFA
408
Bragg Financial Advisors
North Carolina
$10.9M +$434K +9,402 +4%
RC
409
RegentAtlantic Capital
New Jersey
$10.9M -$718K -15,579 -5%
CIC
410
Cutler Investment Counsel
Oregon
$10.7M +$99.2K +2,151 +0.8%
AAM
411
Artha Asset Management
New Jersey
$10.7M +$9.45M +204,945 +342%
CA
412
CSM Advisors
Pennsylvania
$10.7M +$18K +390 +0.1%
VWM
413
Venturi Wealth Management
Texas
$10.6M -$8.58K -186 -0.1%
JRCM
414
Jones Road Capital Management
New York
$10.6M -$2.01M -43,575 -14%
AWAG
415
ARS Wealth Advisors Group
Florida
$10.5M +$9.54M +206,787 +387%
LI
416
LMCG Investments
Massachusetts
$10.5M -$76.6K -1,662 -0.6%
TH
417
TCTC Holdings
Texas
$10.5M +$199K +4,326 +2%
Dodge & Cox
418
Dodge & Cox
California
$10.4M -$123K -2,673 -1%
EWM
419
Edge Wealth Management
New York
$10.4M +$5.39K +117 +0%
AI
420
Atria Investments
North Carolina
$10.3M -$286K -6,207 -2%
Vontobel Holding
421
Vontobel Holding
Switzerland
$10.3M +$396K +8,595 +4%
FG
422
Fiduciary Group
Georgia
$10.3M +$215K +4,671 +2%
LCM
423
Laurion Capital Management
New York
$10.3M +$11.7M +253,887 New
MIM
424
Marco Investment Management
Georgia
$10.3M +$418K +9,066 +4%
FNBOO
425
First National Bank of Omaha
Nebraska
$10.3M -$219K -4,746 -2%

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.