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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
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
476
Citadel Advisors
Florida
$8.64M -$2.19M -54,078 -20%
SW
477
SVB Wealth
Massachusetts
$8.58M -$388K -9,579 -4%
MAM
478
Mastrapasqua Asset Management
Tennessee
$8.57M -$167K -4,122 -2%
ADEF
479
Adams Diversified Equity Fund
Maryland
$8.55M – – –
TBA
480
Tower Bridge Advisors
Pennsylvania
$8.52M +$49.1K +1,212 +0.6%
ACP
481
Ashfield Capital Partners
California
$8.52M -$140K -3,462 -2%
EAM
482
Erste Asset Management
Austria
$8.51M -$3.85M -94,932 -31%
SCA
483
Spearhead Capital Advisors
Florida
$8.5M +$58.2K +1,437 +0.7%
CSS
484
Cubist Systematic Strategies
Connecticut
$8.44M +$2.82M +69,666 +50%
RIG
485
RiverFront Investment Group
Virginia
$8.43M +$8.43M +207,912 New
WF
486
WoodTrust Financial
Wisconsin
$8.37M +$678K +16,737 +9%
BCM
487
Buckhead Capital Management
Georgia
$8.29M -$77.6K -1,914 -0.9%
CA
488
Callahan Advisors
Texas
$8.28M -$227K -5,598 -3%
RCYC
489
Richard C. Young & Co
Rhode Island
$8.26M +$22.4K +552 +0.3%
WAOTB
490
Wealth Advisors of Tampa Bay
Florida
$8.2M +$2.3M +56,748 +39%
GA
491
GFS Advisors
Texas
$8.18M +$4.16M +102,585 +103%
OPCM
492
Osborne Partners Capital Management
California
$8.18M +$7.89M +194,817 +2,799%
CA
493
CV Advisors
Florida
$8.16M – – –
BCM
494
Bridgeway Capital Management
Texas
$8.12M +$18.2K +450 +0.2%
BRWA
495
B. Riley Wealth Advisors
Florida
$8.1M -$1.65M -40,647 -17%
FVWA
496
Foster Victor Wealth Advisors
South Carolina
$8.05M +$896K +21,492 +13%
DY
497
Dowling & Yahnke
California
$8.04M -$40.9K -1,008 -0.5%
CSIC
498
Clifford Swan Investment Counsel
California
$8.01M -$88.5K -2,184 -1%
PFM
499
Parsec Financial Management
North Carolina
$7.99M -$106K -2,607 -1%
MCM
500
Monarch Capital Management
Indiana
$7.92M -$35K -864 -0.4%
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