We are live on ! Find out more
WMT icon

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
CSIC
501
Clifford Swan Investment Counsel
California
$8.01M -$101K -2,184 -1%
PFM
502
Parsec Financial Management
North Carolina
$7.99M -$120K -2,607 -1%
MCM
503
Monarch Capital Management
Indiana
$7.92M -$39.8K -864 -0.4%
WB
504
Webster Bank
Connecticut
$7.92M -$61.7K -1,338 -0.7%
NMIMC
505
Northwestern Mutual Investment Management Company
Wisconsin
$7.92M +$3.6K +78 +0%
RP
506
Rowlandmiller & Partners
Georgia
$7.9M -$5.53K -120 -0.1%
EGM
507
Engineers Gate Manager
New York
$7.89M +$8.71M +188,967 +3,347%
AIM
508
Allen Investment Management
New York
$7.88M -$772K -16,746 -8%
FWM
509
Frontier Wealth Management
Missouri
$7.82M +$3.17M +68,670 +55%
AT
510
Arvest Trust
Oklahoma
$7.81M -$692K -15,006 -7%
CHC
511
City Holding Co
West Virginia
$7.8M -$968 -21 -0%
LBC
512
Lowe Brockenbrough & Co
Virginia
$7.77M -$32.4K -702 -0.4%
GP
513
Greenline Partners
New York
$7.75M +$164K +3,546 +2%
KPWS
514
Kestra Private Wealth Services
Texas
$7.74M +$1.83M +39,615 +26%
ANBT
515
American National Bank & Trust
Texas
$7.74M +$118K +2,568 +1%
CS
516
Candriam SCA
Luxembourg
$7.74M +$7.04M +152,640 +399%
CM
517
Capula Management
Cayman Islands
$7.74M +$8.8M +190,857 New
CAC
518
Core Alternative Capital
Georgia
$7.73M +$1.53M +33,273 +21%
AWM
519
Avitas Wealth Management
California
$7.68M +$1.09M +23,613 +14%
DJSG
520
D.J. St. Germain
Massachusetts
$7.65M +$63.9K +1,386 +0.7%
BGIM
521
Brandywine Global Investment Management
Pennsylvania
$7.62M -$101K -2,181 -1%
TWM
522
TLW Wealth Management
Florida
$7.54M -$337K -7,314 -4%
DWM
523
Dorchester Wealth Management
Quebec, Canada
$7.52M +$1.36M +29,499 +19%
1IA
524
1834 Investment Advisors
Wisconsin
$7.51M +$129K +2,790 +2%
PP
525
Patten & Patten
Tennessee
$7.49M +$223K +4,845 +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.