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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
BMSSC
551
B. Metzler seel. Sohn & Co
Germany
$7.01M +$593K +12,855 +8%
RWP
552
RWA Wealth Partners
Massachusetts
$6.93M -$18.1K -393 -0.2%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$6.9M +$253K +5,484 +3%
FMC
554
First Merchants Corp
Indiana
$6.76M +$285K +6,174 +4%
CCM
555
Covington Capital Management
California
$6.76M +$1.14M +24,735 +17%
BC
556
Burney Company
Virginia
$6.74M -$362K -7,851 -5%
VWA
557
Visionary Wealth Advisors
Illinois
$6.74M +$99.1K +2,148 +1%
First Manhattan
558
First Manhattan
New York
$6.72M +$270K +5,850 +4%
NEAM
559
New England Asset Management
Connecticut
$6.7M +$331K +7,185 +5%
LIA
560
LS Investment Advisors
Michigan
$6.7M +$1.9M +41,190 +33%
WMSA
561
Weiss Multi-Strategy Advisers
New York
$6.69M +$7.62M +165,177 New
SWP
562
Stratos Wealth Partners
Ohio
$6.69M +$83K +1,800 +1%
PWW
563
Pettyjohn Wood & White
Virginia
$6.66M +$908K +19,695 +14%
PI
564
PEAK6 Investments
Illinois
$6.64M +$7.56M +163,908 +1,092,720%
PGIM
565
Pacific Global Investment Management
California
$6.63M -$222K -4,815 -3%
USCWA
566
U.S. Capital Wealth Advisors
Texas
$6.6M -$66.4K -1,440 -0.9%
SPC
567
Sigma Planning Corp
Michigan
$6.59M -$1.26M -27,342 -14%
AAIM
568
American Assets Investment Management
California
$6.57M
SAM
569
Shell Asset Management
Netherlands
$6.52M -$2.46M -53,379 -25%
GF
570
Gabelli Funds
New York
$6.52M +$31.1K +675 +0.4%
FFWA
571
FRG Family Wealth Advisors
Washington
$6.51M -$51.9K -1,125 -0.7%
PFS
572
Physicians Financial Services
North Carolina
$6.51M +$60.3K +1,308 +0.8%
MWM
573
Marietta Wealth Management
Georgia
$6.5M +$186K +4,023 +3%
CBN
574
Cadence Bank NA
Texas
$6.49M -$85.5K -1,854 -1%
APA
575
American Portfolios Advisors
New York
$6.47M -$188K -4,074 -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.