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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
AC
626
Allstate Corporation
Illinois
$5.59M +$4.29K +93 +0.1%
CCG
627
Cypress Capital Group
Florida
$5.59M -$1.09M -23,649 -15%
VPIM
628
Vanguard Personalized Indexing Management
California
$5.56M -$1.32M -28,608 -17%
Boston Partners
629
Boston Partners
Massachusetts
$5.55M +$831K +18,027 +15%
WTC
630
WhitTier Trust Company
Nevada
$5.51M +$166K +3,597 +3%
JCM
631
Jacobi Capital Management
Pennsylvania
$5.51M +$127K +2,748 +2%
LS
632
Leelyn Smith
Illinois
$5.46M +$3.13M +67,890 +101%
ABC
633
Associated Banc-Corp
Wisconsin
$5.45M +$90.1K +1,953 +1%
HI
634
Horizon Investments
North Carolina
$5.44M +$3.65M +79,170 +142%
BOTW
635
Bank of the West
California
$5.43M +$282K +6,114 +5%
CT
636
Caldwell Trust
Florida
$5.41M -$5.26K -114 -0.1%
NB
637
Northwest Bancshares
Pennsylvania
$5.41M -$97.5K -2,115 -2%
RBA
638
Richard Bernstein Advisors
New York
$5.41M
UFG
639
United Fire Group
Iowa
$5.41M
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$5.38M +$248K +5,370 +4%
ACM
641
Advisors Capital Management
New Jersey
$5.37M +$16.2K +351 +0.3%
XWM
642
Xcel Wealth Management
Florida
$5.36M -$387K -8,397 -6%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$5.35M +$4.14M +89,853 +213%
GWM
644
Geneos Wealth Management
Colorado
$5.33M +$56.9K +1,233 +1%
KWM
645
Kingsview Wealth Management
Oregon
$5.3M +$2.96M +64,260 +97%
WCM
646
Weik Capital Management
Pennsylvania
$5.29M +$98.2K +2,130 +2%
HAG
647
HighPoint Advisor Group
Illinois
$5.28M +$5.84M +126,549 New
FIB
648
First Interstate Bank
Montana
$5.26M -$412K -8,937 -6%
SCM
649
Sitrin Capital Management
California
$5.26M -$114K -2,478 -2%
PHK
650
Point72 Hong Kong
Hong Kong
$5.24M +$1.79M +38,748 +43%

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.