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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
BRCM
576
Bright Rock Capital Management
Massachusetts
$6.44M
TI
577
Tidal Investments
Wisconsin
$6.42M +$1.87M +40,491 +34%
WPC
578
Waters Parkerson & Co
Louisiana
$6.4M
RC
579
RBF Capital
California
$6.36M
AWP
580
Ascent Wealth Partners
New York
$6.36M -$7.06K -153 -0.1%
AAM
581
Auxier Asset Management
Oregon
$6.32M -$7.61K -165 -0.1%
FT
582
Fiduciary Trust
Massachusetts
$6.3M -$77.5K -1,680 -1%
BHWM
583
Bar Harbor Wealth Management
New Hampshire
$6.26M +$1.84M +39,951 +35%
KWILP
584
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.22M -$3.1M -67,236 -30%
RC
585
Roundview Capital
New Jersey
$6.19M +$94.1K +2,040 +1%
ALAM
586
Asahi Life Asset Management
Japan
$6.19M -$6.76M -146,550 -49%
VAS
587
Valicenti Advisory Services
New York
$6.18M +$7.04M +152,607 New
FAB
588
First American Bank
Illinois
$6.16M -$1.17M -25,437 -14%
OCM
589
One Capital Management
California
$6.14M +$435K +9,429 +7%
ACA
590
Aptus Capital Advisors
Alabama
$6.14M -$1.32M -28,548 -16%
FNBOMD
591
First National Bank of Mount Dora
Florida
$6.13M +$28.2K +612 +0.4%
HT
592
Heritage Trust
Oklahoma
$6.12M -$57.7K -1,251 -0.8%
ACM
593
AlphaStar Capital Management
North Carolina
$6.08M +$377K +8,178 +6%
MHIC
594
Marble Harbor Investment Counsel
Massachusetts
$6.07M -$10.8K -234 -0.2%
TFS
595
Thoroughbred Financial Services
Tennessee
$6.06M +$105K +2,268 +2%
BIM
596
Bridgecreek Investment Management
Oklahoma
$6.06M +$682K +14,790 +11%
LIM
597
Leavell Investment Management
Alabama
$6.03M +$79.3K +1,719 +1%
ONB
598
Old National Bancorp
Indiana
$6.03M +$3.44M +74,700 +101%
HL
599
HeadInvest LLC
Maine
$6.02M +$32.1K +696 +0.5%
MCM
600
Mattern Capital Management
Colorado
$6.02M -$279K -6,042 -4%

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.